Accepted quote handoff

Request an external order from an accepted revision and track its evidenced result.

Step by step

Select accepted scope Quote Specialist

Quote Specialist identifies the Accepted quote and its expected revision. The preserved lines provide the commercial detail that the receiving order connection will use.
- Identify the accepted revision and preserved line inputs
- Updates Quotes, Quote lines
Check the connection Quote Specialist

Quote Specialist confirms the agreed order destination is ready for the handoff. A missing connection leaves the operation Pending, with no invented external reference.
- Keep the result Pending when no connection is configured
- Updates Operation receipts, Quotes
Handoff order Quote Specialist

Quote Specialist requests the guarded action. Its stable operation identity combines the quote and revision, allowing a repeated request to recover the same handoff result.
- Use one operation identity for the quote and revision
- Updates Quotes, Quote lines, Operation receipts
Verify the receipt Quote Specialist or Auditor

Quote Specialist follows the result to the actual external reference. Auditor investigates any discrepancy between the receipt's claim and its effect evidence. The quote remains Accepted while the operation outcome is tracked separately.
- Confirm real effects before Completed
- Updates Operation receipts, Review decisions, Quotes

And how to keep it from happening.

Acceptance confused with fulfillment. An Accepted quote establishes the customer decision. The receiving order still needs its own processing and evidence.
Uncertain response. Investigate the original operation before requesting another effect when the destination response is delayed.
Changed revision. A handoff request cannot replace its accepted source with a later editable offer.

Start free, then use Proto to change fields, steps and approvals before your team goes live.