Reconcile operation receipts

Step by step

1. Find open results Sales Manager

   The Sales Manager reads receipts marked Pending or needs review.

   • Identify pending or review-needed work
   • Updates Operation receipts

2. Compare revisions Sales Manager

   The manager checks the linked opportunity against the receipt's expected revision.

   • Check expected and current revisions
   • Updates Operation receipts, Opportunities

3. Check confirmation Sales Manager

   The manager determines whether external confirmation remains outstanding.

   • Assess whether result can be completed
   • Updates Operation receipts, Opportunities

4. Record result Sales Manager

   A receipt is Completed when the expected revision is reached and no confirmation is pending; otherwise it remains needs review with a reason.

   • Complete or retain review reason
   • Updates Operation receipts

Sales Manager

Investigates and reconciles; Auditor reads the evidence; Relationship Owner supplies context for the attempted action.