Order confirmation and review

Step by step

1. Prepare order Order Coordinator

   Order Coordinator selects the customer, billing customer, owner, channel and promised date, then enters product lines with quantity and net unit price. The draft is the place to fix a product or address error before review.

   • Draft order and priced lines
   • Updates Customer orders, Order lines, Customers, Products

2. Confirm order Order Coordinator

   Order Coordinator runs confirmation. The net amount is calculated from the lines, the order moves from Draft to Review with a new revision, and an operation receipt and review decision record are opened.

   • Draft → Review; new revision and receipt
   • Updates Customer orders, Operation receipts, Review decisions

3. Review order Order Reviewer

   Order Reviewer reads the current order, lines, exceptions and evidence. The reviewer records an outcome and reason against the source revision.

   • Decision and reason on source revision
   • Updates Customer orders, Order lines, Order exceptions, Review decisions, Record attachments
   ApprovalA person approves before the work moves on.

4. Return or approve Order Reviewer

   A returned or rejected decision gives the coordinator a reason to correct the order. After approval, check that the order itself is in the Approved state before shipment release.

   • Decision recorded; order approval checked before release
   • Updates Review decisions, Customer orders

Order Coordinator

Prepares and confirms.

Order Reviewer

Decides.

Support Specialist

Supplies exception context, and Admin maintains access.