Orders
Release the accepted configuration to fulfillment while preserving agreed quantities, discounts and billing obligations.
Approval conditions
Visible to: Deal Desk. Visibility does not establish approval authority.
Draft
- SO-20115 ACC-31122 4 d
- SO-76815 ACC-54036 10 d
- SO-20787 ACC-36208 14 d
- SO-15359 ACC-54206 8 d
- SO-23801 ACC-82164 14 d
SO-20115
- Account
- ACC-31122
- Quote
- QTS-35640
- Contract
- CNT-63783
- OrderDate
- 13 Sep
Approval conditions.
Allocate the accepted sale
A draft order references the immutable accepted quote version and, where required, its executed and verified contract. It retains the sold-to account, channel end customer, purchase-order number, addresses, requested date, payment terms and billing method.
Staged delivery can use several orders from one accepted proposal. OrderAllocations records the quantity and net term value consumed from each accepted source line, so a second order draws only the remaining authorized scope. A generator cannot copy the full sale into every delivery order.
Repeated acceptance or release messages reuse their existing business result. The source quote version, order allocation and downstream delivery each have a stable identity for reconciliation.
Approval conditions
Visible to: Deal Desk, Executive Approver, Sales Manager. Visibility does not establish approval authority.
Submitted
- QTS-84780 ACC-73085 8 d
- QTS-12261 ACC-56033 10 d
- QTS-22242 ACC-87671 11 d
- QTS-70654 ACC-99059 in 3 d
- QTS-65558 ACC-81941 6 d
QTS-84780
- Owner
- BF
- Account
- ACC-73085
- GrandTotal
- 550
- DiscountPercent
- 1
- MarginPercent
- 29
Approval conditions.
Preserve the accepted line value
| Order detail | What follows the sale |
|---|---|
| Product and configured options | The SKU and chosen configuration fulfillment must deliver |
| Source allocation | The accepted line, quantity and remaining authorized scope |
| Effective net value | Line, header and approved bundle discounts already allocated |
| Bundle hierarchy | Parent and component relationships, including included components |
| Service period and cadence | Inclusive start, exclusive end, frequency and billing timing |
| Delivery evidence | Shipped, provisioned and accepted quantities with their source events |
The order’s value reconciles to its accepted allocation. Header discounts cannot vanish because an order line copied only the old line-level unit price. Tax treatment is retained separately from net commercial value so schedules and invoices apply it once.
Recurring term amounts and one-time charges remain distinguishable even when the order is billed upfront. These are billing obligations attached to the accepted sale, rather than permission to invoice an arbitrary order-header amount.
YouStatusDraftSubmittedApprovedSent
Confirm the order
Deal Desk reviews Orders Awaiting Confirmation before approving an order. Required purchase-order details, billing contact, addresses and requested delivery information must be complete. A term sale needs its executed contract and recorded verification; a one-time no-term sale follows the accepted quote.
Credit review includes the account’s valid open invoices and outstanding committed order exposure, along with the proposed order. Confirmed but uninvoiced work consumes available credit, preventing several orders from independently passing against the same unused limit. Billing Specialist controls account holds and supplies the relevant collection context.
The review binds the exact order revision and its accepted allocation. Material changes require renewed commercial authority, credit evaluation and confirmation. General access to draft order lines does not permit rewriting a released sale.
YouStatusDraftSubmittedApprovedSent
Release to fulfillment
Deal Desk releases the confirmed order through the configured ERP or provisioning connection. The payload includes product and option values, quantities, allocated prices, service periods, bundle relationships, parties, purchase order and contract reference.
EventDeliveries records the destination outcome separately from local release. A missing acknowledgment does not justify creating another order remotely. Stable identity, supported destination deduplication and reconciliation of uncertain outcomes govern retries. The returned external reference links support work to the same order in each system.
The release can create a draft billing schedule for review when that downstream stage is enabled. A quoting-only implementation leaves contract, order or billing generation under its explicit cutover controls until those stages are authorized.
StatusActiveAmendednext 90 days
Track shipment and acceptance separately
FulfillmentEvents records actual shipment, provisioning or customer acceptance against the affected line, with quantity, time, source and evidence. A first partial shipment does not imply full delivery. Customer acceptance is its own event when a milestone requires it.
Milestone policy specifies whether full completion or proportional quantity releases the obligation. Repeated events cannot fulfill or bill the same units twice; corrections link back to the original event. Service commencement and later billing completion also remain distinct.
StatusDraftSubmittedApprovedSentAcceptedDeclined
Change and close with evidence
Post-release commercial changes use a linked amendment and bounded change allocation. A cancellation releases eligible future obligations without a new charge order. A replacement retires superseded unfulfilled and unbilled allocations before reserving its new scope. Fulfilled quantities and posted invoices remain history; cancellation affects only the remaining authorized scope and follows any required credit or refund path.
An order closes after its delivery, acceptance and billing obligations are reconciled. Orders Awaiting Confirmation supports the release queue, while Billing Backlog identifies released value without a working billing plan. Sales Rep can follow the order outcome without taking over Deal Desk’s release authority.
Sentnext 7 days
| Quote Number | Account | Owner | Contact | Grand Total |
|---|---|---|---|---|
| QTS-51583 | ACC-61966 | RP | CNT-2659 | 520 |
| QTS-16957 | ACC-21141 | WT | CNT-9954 | 150 |
| QTS-89997 | ACC-85002 | RJ | CNT-2491 | 50 |
| QTS-80771 | ACC-22618 | PV | CNT-2725 | 570 |
| QTS-86551 | ACC-23223 | UM | CNT-5897 | 910 |
| QTS-87606 | ACC-11458 | CS | CNT-9197 | 830 |
Modules
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Configurator
Build sellable product combinations with guided options, required components and clear configuration checks.
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Pricing rules
Apply the right price book, volume breaks and promotions while keeping discounts, floors and billing values aligned.
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Quotes
Prepare configured proposals, track buyer decisions and preserve the exact prices and terms each revision carried.
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Approvals
Route concessions and special terms to the right reviewers, with decisions tied to the exact quote revision.
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Contracts
Carry signed commercial terms into effective agreements, controlled amendments and clearly priced renewals.
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Orders
Release the accepted configuration to fulfillment while preserving agreed quantities, discounts and billing obligations.
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Billing
Turn accepted orders into reconciled invoices, apply cash and handle credits without losing the original transaction history.
Reports
All reportsDays Sales Outstanding
For a stated rolling period: end-of-period gross receivables divided by net credit sales during that period times period days. Use finalized issued invoice totals less issued credits as sales, with cash sales excluded by the frozen Invoices.SaleType classification; denominator zero/negative yields unavailable. Payment/application dates provide separate actual days-to-settle cohorts, not a substitute DSO formula. No GL or revenue-recognition result is implied.
Roles and permissions
Prepares catalog, option, bundle and configuration-rule revisions, tests convergence and requests activation. Cannot silently change an active version already used by a quote.
Prepares reviewed price-book entries, quantity breaks, costs, floors and promotion rules. Account default-book changes select an already active compatible book; quote revisions retain their own approved prices.
Builds and submits their own Draft quote revisions, sends approved versions and records evidenced written acceptance for the ForReview path. Cannot write automatic bundle provenance, approval decisions, signature outcomes or accepted financial totals. An accepted version is changed only through a separately approved linked amendment.
Supervises team quotes and may edit a team Draft. A person who owned or materially edited the reviewed version cannot approve its discount, floor or terms decisions. Reassignment does not remove that exclusion. Proposes a named time-bounded delegate rather than transferring blanket authority.
Owns assigned non-standard terms decisions, contract execution checks, and order confirmation/release. Prepares template changes but cannot activate its own changes. Contract verification records the exact executed terms hash; a Signed flag alone is insufficient. Where Deal Desk materially edits quote terms, another eligible Deal Desk reviewer must decide the corresponding Terms step.
Owns schedule activation, invoice preparation, cash matching, collection and correction requests. May self-confirm a credit only under its explicit captured within-limit policy. Cannot change commercial amounts through a schedule edit, rewrite an issued invoice, fabricate a confirmed bank refund or overwrite a payment balance. Agent/service identities require a separate configured action allowlist; a role assignment alone does not authorize autonomous use of human decisions.
Related processes
Quote to cash
Connect a configured proposal to its approvals, executed terms, fulfilled order and reconciled invoice.
8 stages · 4 approvals
Configure and price
Build a complete product configuration and a traceable price before submitting the quote for review.
6 stages · 0 approvals
Discount approval
Review concessions and terms against the complete proposal, with clear authority, delegation and revision history.
6 stages · 1 approval