Acceptance to order

Step by step

1. Accept Sales Rep

   Sales Rep monitors the buyer decision against the sent revision. A signature route requires validated completion by all required signers and the executed document; one recipient’s partial event is insufficient. For review acceptance records the buyer’s written evidence. Replayed, voided or superseded envelope events cannot accept a different revision or repeat downstream generation.

   • Complete buyer evidence accepted for the exact revision
   • Updates E quote envelopes, E quote events, Quotes, Quote versions, Business events

2. Create the contract Deal Desk

   Deal Desk reviews the generated agreement when the sale has a contractual term. It uses the contract template, operative terms and commercial lines already disclosed in the accepted packet. The actual service-line dates determine coverage, including later-starting ramps. One-time no-term goods can proceed without a term contract.

   • Agreement represents the already-disclosed commercial terms
   • Updates Contracts, Contract lines, Contract templates, Quote version lines

3. Check or sign Deal Desk

   Deal Desk verifies an already executed quote against the resulting agreement and records the check. For review term sales require review, the complete contract signature and verification before release. A pending amendment cannot change active entitlements merely because commercial acceptance was recorded; its required execution and effective date still govern.

   • Required execution and verification recorded
   • Updates Contracts, E quote envelopes, E quote events, Quote versions
   Approvalfor term agreements

4. Generate the order Deal Desk

   Deal Desk reviews the draft order and order allocations consuming the accepted line quantities and net term amounts. Staged orders use only the remaining authorized scope. Cancellation amendments create no new charge order; replacements first retire the superseded unfulfilled and unbilled scope. Configured options, bundle relationships, allocated discounts, service periods, purchase-order details and billing method remain connected to the immutable source.

   • Accepted quantity and value allocated without duplication
   • Updates Sales orders, Sales order lines, Order allocations, Quote version lines

5. Confirm Deal Desk

   Deal Desk checks the required purchase order, account hold, billing contact, addresses and requested date. Credit review includes valid open receivables and existing committed uninvoiced orders alongside the new allocation. Any required contract must be executed and verified. Confirmation binds that exact revision; material changes return for review.

   • Exact order revision and credit exposure confirmed
   • Updates Sales orders, Order allocations, Accounts, Contracts
   ApprovalA person approves before the work moves on.

6. Release Deal Desk

   Deal Desk releases the confirmed order under the enabled cutover policy. The configured fulfillment connection receives the frozen configuration and commercial allocation. Local release and destination acknowledgment remain separate; an uncertain outcome is reconciled before retry. A draft billing schedule can then be prepared from the same authorized value for Billing Specialist review.

   • Authorized release delivered or held for reconciliation
   • Updates Sales orders, Business events, Event deliveries, Invoice schedules

Sales Rep

Records or follows supported buyer acceptance.

Deal Desk

Verifies agreements and confirms and releases orders.

Billing Specialist

Manages credit holds and reviews the billing schedule.

Admin

Configures integration and cutover controls.

Executive Approver

Decides assigned commercial exceptions.