Workflow

Flow 40 — Customer estimate to governed sales-order demand

Turn an exact approved item revision or released product baseline into an independently approved estimate, internally released outbound quotation, evidenced customer decision and independently approved sales order whose only downstream result is governed demand context.

Overview

Inventory meaning

Flow 40 creates commercial definition and demand facts only. It never sends a quotation, captures an electronic customer signature, creates a project/work order/RFQ/PO/receipt/shipment/invoice/accounting entry, or changes item identity, physical instance, custody, current stock or stock ledger.

Responsible roles

Project / Contract Manager estimate author → different Project / Contract Manager or Accountable Executive estimate approver → Project / Contract Manager quotation author → different approver → separate eligible customer-decision recorder → Project / Contract Manager sales-order author → different approver → Materials/Production Planner or Auditor read-only

Process

1
Pin exact source
Select only current APPROVED item revisions or current RELEASED product baselines, then freeze quantity/date/cost assumptions and CLEAN evidence.
Definition only
2
Approve estimate
A different named user approves or rejects the immutable estimate version.
No commitment or demand
3
Release quotation
Price the approved estimate and obtain a different user's internal release without external delivery.
No message or signature
4
Record customer fact
A separate eligible user records ACCEPT or DECLINE from exact controlled evidence.
Append-only external fact
5
Approve sales order
Capture the accepted order and independently approve customer/project/contract/quantity/date pins.
Creates demand only
6
Read demand
Authorized planners read exact demand context and deliberately start any later Supply or Manufacturing action in its owning module.
Zero operational mutation
READ ONLY

Role handoff

Detailed reference chapters

Customer estimates, outbound quotations and sales-order demand item-master Product configuration and released baselines Controlled documents and evidence roles

Detailed steps

1
Open Programme → Customer commercial and create an estimate against only the exact current approved item revision or released product baseline required by the customer. Enter quantity, UOM, required date and estimated unit cost, then attach same-site CLEAN controlled evidence.
2
Submit the immutable estimate and approve or reject it as a different eligible named user. Confirm self-approval is blocked and approval creates no quotation or operational record.
3
Create an outbound quotation from the exact approved estimate version, set immutable unit prices/terms/evidence, submit it and obtain independent internal release. Confirm the response explicitly says no external delivery occurred.
4
As an eligible user who was not the quotation approver, record the customer's externally made ACCEPT or DECLINE fact with decision reference, date, signer name and exact evidence. Confirm no sales order is silently created.
5
For ACCEPT only, capture the customer sales order from the exact accepted quotation version and submit it. As a different named user, approve it and verify one demand row retains customer, project, contract, exact source, quantity and required date.
6
Read demand as an authorized Materials/Production Planner and reconcile the full chain as Auditor. Compare operational witnesses and confirm current stock, stock ledger, custody, receipt, Supply, Manufacturing, shipment, notification and financial state are unchanged.

Field-by-field practice data

Use a disposable training tenant

Create one exact-revision customer estimate, independently approve and quote it, record an evidenced customer acceptance, approve the sales order and prove the only downstream result is one demand line. The page shows sample set A; the workbook includes independent A, B and C values.

Download all workflow samples (.xlsx)

Field names match the current application labels. Select existing approved records where shown, leave optional values blank unless they genuinely apply, and never copy fictitious TRAIN values into live work.

Project / Contract Manager

Create the immutable estimate

Open /programme/customer-commercial

Select the exact current approved training item revision, enter commercial assumptions, quantity and required date, attach CLEAN evidence and save v1.

Exact field name	Requirement	Sample value A	How to use it
Site	Select existing	`Assigned training A site`	Use only your assigned site and permitted classification.
Classification	Required	`RESTRICTED`	Classification must be within every actor's clearance.
Customer code	Required	`TRAIN-A-CUSTOMER`	Use a stable fictitious customer reference.
Customer legal / trading name	Required	`Training A Aerospace Customer`	Use fictitious data only.
Opportunity reference	Required	`TRAIN-A-OPP-001`	Use the originating opportunity or inquiry reference.
Title	Required	`Training A exact-revision actuator estimate`	Describe the bounded deliverable.
Currency	Required	`INR`	Use one ISO currency for the complete version.
Valid until	Required	`2026-12-31`	Record the commercial validity boundary.
Project reference	Required	`TRAIN-A-PROJECT-001`	Context only; this action does not create a project.
Contract reference	Required	`TRAIN-A-CONTRACT-001`	Context only; this action does not create a contract.
Exact approved source	Select existing	`TRAIN-A-ACTUATOR · Rev A`	Select a current APPROVED item revision or current RELEASED product baseline.
Quantity	Required	`2.000000`	Use the source base UOM.
Required date	Required	`2027-01-31`	Record customer demand timing, not a manufacturing schedule.
Estimated unit cost	Required	`1250.0000`	Record the internal estimate basis.
Working controlled commercial evidence	Select existing	`TRAIN-A-CCE-001`	Select same-site ACTIVE CLEAN evidence.

Expected result: One checksummed estimate version exists; no quotation, demand, operational record or stock mutation exists.

Estimate author → different Project / Contract Manager / Accountable Executive

Submit and independently approve

Open /programme/customer-commercial

Submit the exact estimate version, prove self-approval fails, then approve it as a different eligible named user.

Exact field name	Requirement	Sample value A	How to use it
Attributable rationale	Required	`Training A estimate source, assumptions, quantities, date and evidence are ready for independent review.`	Describe completeness and exact-source basis.
Independent decision	Required	`APPROVE`	A different named user approves or rejects.
Working controlled commercial evidence	Select existing	`TRAIN-A-CCE-APPROVAL-001`	Select the exact same-site CLEAN decision evidence.

Expected result: The approved version remains immutable and still creates no quotation, commitment, project, demand or stock.

Project / Contract Manager → different approver

Create and release the outbound quotation

Open /programme/customer-commercial

Create the quotation from the exact approved estimate, enter price and terms, submit it and release internally as a different user.

Exact field name	Requirement	Sample value A	How to use it
Quoted unit price	Required	`1800.0000`	Set the price for the exact estimate line.
Payment terms	Required	`Thirty days after accepted invoice evidence and contractual validation.`	Use inert commercial prose only.
Delivery terms	Required	`Delivery date remains governed by the accepted order and later authorized execution.`	Do not imply an existing shipment or work order.
Working controlled commercial evidence	Select existing	`TRAIN-A-CCQ-001`	Select exact CLEAN internal approval evidence.
Attributable rationale	Required	`Training A price, terms and exact estimate pin are independently released for separately governed customer communication.`	Internal release does not send anything.

Expected result: The quotation is RELEASED internally and the response says external delivery was not performed.

Separate Project / Contract Manager / Accountable Executive

Record the external customer decision

Open /programme/customer-commercial

As a user who did not approve the quotation, record the customer's externally made ACCEPT decision from controlled evidence.

Exact field name	Requirement	Sample value A	How to use it
Decision	Required	`ACCEPT`	Use ACCEPT or DECLINE exactly as evidenced.
Customer decision reference	Required	`TRAIN-A-CUSTOMER-PO-001`	Use the external controlled reference.
Customer signer	Required	`Training Customer Signatory A`	Record the name stated by the external evidence; this is not a Moduvio signature.
Customer decision date	Required	`2026-09-30`	Use the date on the evidence.
Working controlled commercial evidence	Select existing	`TRAIN-A-CUSTOMER-ACCEPT-001`	Select the exact CLEAN evidence version.

Expected result: One append-only acceptance fact exists and no sales order is created automatically.

Project / Contract Manager → different approver

Capture and approve the sales order

Open /programme/customer-commercial

Create the order from the exact accepted quotation, submit it and independently approve it.

Exact field name	Requirement	Sample value A	How to use it
Customer order reference	Required	`TRAIN-A-CUSTOMER-PO-001`	The site-scoped reference must be unique.
Ordered on	Required	`2026-09-30`	Use the evidenced customer-order date.
Required date	Required	`2027-01-31`	Confirm the requested date for the exact accepted line.
Attributable rationale	Required	`Training A accepted order is ready for independent demand approval.`	State scope without implying execution.
Working controlled commercial evidence	Select existing	`TRAIN-A-CCSO-APPROVAL-001`	Select exact same-site CLEAN order and decision evidence.

Expected result: Exactly one OPEN demand line is created with customer/project/contract/source/quantity/date pins and zero operational transaction.

Materials/Production Planner → Auditor

Read demand and reconcile zero side effects

Open /programme/customer-commercial

Open Demand as an authorized planner, then reconcile the full immutable chain and source/operational witnesses as Auditor.

Exact field name	Requirement	Sample value A	How to use it
Quantity	Required	`2.000000 EA for TRAIN-A-ACTUATOR · Rev A`	Confirm exact approved source and quantity.
Required	Required	`2027-01-31`	Confirm the customer-required date is retained as demand context.
Project	Required	`TRAIN-A-PROJECT-001`	Confirm the planning reference is retained.
Contract	Required	`TRAIN-A-CONTRACT-001`	Confirm the contract reference is retained.

Expected result: Demand-only users see no commercial prices; stock, ledger, custody, receipt, Supply, Manufacturing, shipment, notification, identity and finance records are unchanged.

End state

One attributable, immutable customer-commercial chain produces exact planning demand without silently manufacturing, buying, receiving, shipping, messaging, accounting for or moving anything.