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Receive Quote change outcome

This Task is:

  • triggered when the outcome of Create quote change request task is
    • Revise existing Quote and the Design System tasks is completed; or
    • Unable to do installation
  • done by Prime Operations.

In it, you'll finalise the outcome of the Quote change process for the Installation Job.

Next Task

Note: There may be a few minutes delay before the next tasks appear.

Outcomes

The outcomes of this Task are:

  • Quote change approved - The Customer and all relevant parties have agreed to the revised Quote, and the Installation Job can proceed. The revised Quote status will update to ACCEPTED.
  • Quote change rejected, cancel job - The Customer or relevant party has not agreed to the revised Quote, and the Installation Job will be cancelled.
  • Quote change cancelled - The Customer or relevant party has not agreed to the revised Quote. The Installation Job will proceed with the existing Quote associated.

Steps

To complete this Task:

  1. Review the Quote change outcome from all parties
  2. Select the appropriate outcome:
    • Quote change approved - The Customer and all relevant parties have agreed to the revised Quote, and the Installation Job can proceed.
    • Quote change rejected, cancel job - The Customer or relevant party has not agreed to the revised Quote, and the Installation Job will be cancelled.
    • Quote change cancelled - The Customer or relevant party has not agreed to the revised Quote. The Installation Job will proceed with the existing Quote associated.
  3. Click Complete