Acceptance to order
Verify the executed sale and release only the quantities, terms and value the buyer authorized.
6 stages · 2 approvals
Roles and responsibilities
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Step 1Accept
Quote NumberOwnerAccountGrand Total
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Step 2Create the contract
Contract NumberAccountOwnerStart Date
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Step 3Check or sign
QuoteContractDocument TypeRecipientContract
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Step 4Generate the order
Sales Order NumberAccountQuoteContract
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Step 5Confirm
Sales Order NumberAccountQuoteContract
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Step 6Release
Sales Order NumberAccountQuoteContract
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Accept
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. ForReview acceptance records the buyer's written evidence. Replayed, voided or superseded envelope events cannot accept a different revision or repeat downstream generation.
Create the contract
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.
Approval required
Check or sign
Deal Desk verifies an already executed quote against the resulting agreement and records the check. ForReview 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.
Generate the order
Deal Desk reviews the draft order and OrderAllocations 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 Cancellation amendments create no new charge order; replacements first retire the superseded unfulfilled and unbilled scope.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.
Approval required
Confirm
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.
Release
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.
Approvals and controls
2 approvals required in this process
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Check or sign
Deal Desk signs for term agreements · generate the order waits
Contracts, EQuoteEnvelopes, EQuoteEvents, QuoteVersions -
Confirm
Deal Desk signs · release waits
SalesOrders, OrderAllocations, Accounts, Contracts - The contract cannot introduce a renewal upliftNotice clause or service boundary after the buyer signed.
- One signed order form can supply execution evidence; Deal Desk verification remains a separate required control.
- Order allocations cannot exceed the remaining accepted quantity or value, even when several orders serve staged delivery.
- Existing order exposure is retained until it is invoicedCanceled or otherwise reconciled under policy.
- Released commercial changes use linked amendmentsCompensating records, preserving fulfilled and invoiced history.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Accept | EQuoteEnvelopesEQuoteEventsQuotesQuoteVersionsBusinessEvents | Complete buyer evidence accepted for the exact revision |
| 2 Create the contract | ContractsContractLinesContractTemplatesQuoteVersionLines | Agreement represents the already-disclosed commercial terms |
| 3 Check or sign | ContractsEQuoteEnvelopesEQuoteEventsQuoteVersions | Required execution and verification recorded |
| 4 Generate the order | SalesOrdersSalesOrderLinesOrderAllocationsQuoteVersionLines | Accepted quantity and value allocated without duplication |
| 5 Confirm | SalesOrdersOrderAllocationsAccountsContracts | Exact order revision and credit exposure confirmed |
| 6 Release | SalesOrdersBusinessEventsEventDeliveriesInvoiceSchedules | Authorized release delivered or held for reconciliation |
Process reports
All reportsRenewal Outcomes
Expiring contract terms from RenewalDecisions: completed renewal, evidenced nonrenewal, expired or unresolved. Before/after ARR uses effective renewable ContractLines and the signed price basis/uplift, excluding one-time items and repeated term generation.
Quote Velocity
Elapsed time from Quotes.CreatedAt to each frozen version SentAt and valid acceptance/decline/expiry. Provider recipient views/signatures are distinct from full envelope completion; deduplicate EQuoteEvents by source key and retain unresolved attempts separately. Slice by owner, family and provider; no fabricated terminal time for still-open work.
Bundle Attach Rate
For each bundle or promotion, eligible quote versions with that bundle attached divided by eligible evaluated quote versions; show denominator and exclude duplicate evaluations. Revenue and margin come from final allocated bundle-group value and all component costs; unknown-cost coverage remains visible.
Bookings by Period
Accepted, executed and verified commitments recognized under the selected booking policy, with written acceptance awaiting signature shown separately. Original/add amounts, signed replacement/cancellation ChangeAmount and renewals are distinct; reconcile ContractLines, accepted versions and order allocations without double-counting staged orders or replacement states. Report ARR as run rate, not cash or revenue recognition.
Days 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.
Run by an agent
Agent support
Configure human approval actions separately from assistant preparation. Discount and terms decisions, contract verification, order confirmation and release, schedule activation and credit decisions stay with authorized people. An assistant cannot grant itself delegation, change an accepted proposal, treat a missing provider response as success or turn a suggested cash match into an approved correction.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› acceptance to order · accept on EQuoteEnvelopes, EQuoteEvents, Quotes, QuoteVersions, BusinessEvents
✓ Sales Rep monitors the buyer decision against the sent revision.
› acceptance to order · create the contract on Contracts, ContractLines, ContractTemplates, QuoteVersionLines
✓ Deal Desk reviews the generated agreement when the sale has a contractual term.
› acceptance to order · check or sign on Contracts, EQuoteEnvelopes, EQuoteEvents, QuoteVersions
⏸ approval for term agreements · waiting for the deal desk
# 3 more stages after approval: generate the order, confirm, release
Other processes
5 moreQuote 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
Schedule to invoice
Activate the agreed billing plan, issue each obligation once and reconcile cash and credits to the account.
6 stages · 2 approvals
Renewal
Prepare the next service term from current contracted entitlements and the renewal terms the buyer accepted.
6 stages · 2 approvals