Resolve operation discrepancies and change accepted scope through an authorized compensating action.
Auditor reads a receipt that is pending, has failed or needs review, along with its parent quote. Compare the recorded action and expected revision with the lines, decision evidence and effect references.
Reconciliation checks the recorded claim against the local commercial evidence. Real evidence can support completion; a discrepancy is marked as needing review with a concrete reason. The check does not repeat the business action to create success.
Quote Specialist identifies the authorized scope. Unexecuted draft work can follow its cancellation path; accepted executed scope requires a compensating action that preserves the original evidence.
Pricing Reviewer approves the compensating action for executed Accepted business. Quote Specialist follows its recorded result while Auditor retains visibility of the earlier acceptance and decision history.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.