Permitted quotation authors and approvers
Quotations and approvals
Keep the approved scope tied to an exact version.
What to do
- Open the case and its Quotes section. Choose the correct work order and enter the proposed service lines.
- Review quantities, amounts and described scope. Produce the quotation PDF using the available workflow.
- Attach the appropriate approval evidence. Wait for a successful file scan before using a protected uploaded document.
- Approve the intended quotation version only after reviewing its evidence and scope. Check the saved approval state.
- If the scope changes, create a new version and obtain the required approval for that version. Compare actual work with the approved version before billing.
- In Change history, History author filters all recorded changes, My recorded changes or System actions within this record. The latest-change summary and older/newer pages follow the chosen filter. Changing the filter returns to its first page. My recorded changes uses your current signed-in identity; it does not show changes whose personal attribution was removed. Assignment and the customer signatory remain separate.
Before you continue
Approval is tied to an immutable version. A previous approval is not inherited by a changed quotation.
File scanning checks for supported malware threats; it does not prove the approver’s identity or commercial authority.
Open Change history in a case, work order, visit, report or quotation to see the latest recorded author, time and status change. Expand it for reasons and older pages. The assigned technician and customer signatory are separate from the change author. Automatic actions show System; an initiator may be recorded separately. Missing historical names or status values remain unknown. Check the displayed time zone; Show UTC switches the view without changing the stored instant.
Coordination prepares an offer for the work order. Service management or the organization owner records verified customer approval for that exact version. Linking an offer to a finding does not approve it.
A new offer version needs its own approval. Record actual work separately and use the approved positions. Coverage evidence does not automatically change prices; this offer does not calculate tax.
Billing reviews the saved report, PO, billing contact, approved version, actual quantities and coverage for the service date and time zone. Check readiness again after changing inputs. A positive preview is not a saved handover.
Freezing creates an internal snapshot. The JSON export preserves that snapshot; it is not an invoice, payment or ERP booking. Any SAP draft operation is separate and requires its own current authorization and checks.
Keep this form open until saving is confirmed. Cancel navigation to continue or deliberately discard changes. After a lost response, retry the same unchanged action; after a conflict, review the current saved version. Unsaved inputs are not guaranteed to survive Back, reload or closing the page.
Internal calculation only. No invoice is issued, saved or sent. The quote and its approval stay unchanged. This pilot supports EUR labour-only quotes for ordinary domestic B2B services on movable equipment. Confirm every condition; if unsure, stop and request tax review.
Pilot date range: 2026-01-01 to 2026-10-09. Other dates and scenarios need review. Declared tax identifiers do not prove registration. VAT is calculated once on the net total and rounded half up to cents. This is the preview calculation policy, not a legal certification.
The company country suggests the currency for new prices. You may deliberately choose another currency. Changing this setting or the screen language never converts existing prices, approved offers or documents.
Questions and troubleshooting
Can I silently add extra work to an approved quote?
No. Record the scope change and obtain the appropriate approval or review through the supported workflow.
Why is my approval evidence blocked?
The scan may be pending, unavailable or rejected, or the evidence may belong to a different record/version. Review the specific status before retrying.