44. Customer estimates, outbound quotations and sales-order demand
Govern the customer-facing commercial chain from exact released technical identity to approved demand while preserving separation from supplier procurement, manufacturing execution, inventory, shipment and finance.
Purpose
Govern the customer-facing commercial chain from exact released technical identity to approved demand while preserving separation from supplier procurement, manufacturing execution, inventory, shipment and finance.
Project / Contract Manager, different Project / Contract Manager or Accountable Executive, Materials/Production Planner and read-only Auditor
CCE-… v1 APPROVED → CCQ-… v1 RELEASED internally → customer ACCEPT fact CUSTOMER-PO-001 → CCSO-… v1 APPROVED → one OPEN demand line pinned to part · Rev A.
Before you begin
- At least one current APPROVED item revision or current RELEASED product baseline is visible in the user's assigned site/classification scope
- Same-site ACTIVE CLEAN controlled evidence exists
- The customer, opportunity, currency, dates, project and contract references are known
- Different eligible named users are available for authoring, approval and customer-decision recording
- Any later Supply or Manufacturing work will be started separately in its owning module
Exact sources, immutable approvals and zero-authority boundaries
Every line selects exactly one current APPROVED item revision or current RELEASED product baseline. Free-text item substitutions and stale definitions are rejected.
Customer, opportunity, currency, validity, project/contract, assumptions, ordered lines, exact source snapshots, quantities, dates, costs and controlled evidence form a SHA-256 version. Amendments create a new version; prior versions never change.
The exact version author/submitter cannot approve that version. Rejection is retained and correction requires a new immutable revision.
Prices and terms are derived from one approved estimate version. RELEASED means internal approval only: Moduvio does not email, publish, transmit or obtain a customer signature.
ACCEPT or DECLINE is an append-only evidence fact recorded by an eligible user distinct from the quotation approver. It does not create an order automatically.
Only independent approval of an order sourced from an accepted exact quotation creates demand rows. Each row pins customer, project, contract, site, classification, exact item revision or product baseline, quantity/UOM and required date.
Materials and Production Planners can read scoped demand without receiving commercial prices or authoring/approving the commercial chain. Auditors reconcile read-only evidence.
The surface cannot create or alter item definitions, projects, work orders, RFQs, POs, receipt authorities, ASNs, GRNs, shipments, invoices, accounting, notifications, physical instances, custody, current stock or stock ledger.
No arbitrary URL, executable content, command, callback, tenant JavaScript, arbitrary SQL, generic workflow/template administration or customer-specific fork is accepted.
Procedure
- 1
Create the estimate from exact approved technical sources and CLEAN evidence, then submit it.
- 2
Approve or reject it as a different named user; if rejected, create an immutable replacement version.
- 3
Create and independently release the outbound quotation from the approved estimate. Transfer it to the customer only through the organization's separately approved communication process.
- 4
Record the external customer decision with exact reference/date/signer/evidence as a user who did not approve the quotation.
- 5
For an acceptance, create and submit the sales order; approve it as a different named user.
- 6
Inspect Demand and prove the exact identity/project/contract/quantity/date are present while every operational and stock witness remains unchanged.
Expected result
- Only current approved item revisions or released product baselines can source new estimates
- Every estimate, quotation and sales-order version is immutable and checksummed
- Named-user self-approval is blocked at every decision
- Quotation release performs no external delivery
- Customer acceptance is an evidence fact and creates no sales order automatically
- Sales-order approval creates demand only
- Demand pins the exact item revision or product baseline and exposes no commercial price to demand-only planners
- Tenant, assigned-site, clearance and classification filters apply; classified reads are audited
- Audit/outbox facts exist for every governed transition
- Current stock, stock ledger, custody, identities and every Supply/Manufacturing/financial witness remain unchanged