S_00013 — Partner-coordinated quote acceptance confirmed through the sales order
This solution addresses P_00005; the problem owns the forward reference in
its ordered solutionsIds array.
| Solution ID | Name | Proof IDs | Priority | Status |
|---|---|---|---|---|
S_00013 | Partner-coordinated quote acceptance confirmed through the sales order | PF_MULTI_004 | 45 | approved |
kind: solution_catalog
schema_version: 1
solutions:
- id: S_00013
proofIds:
- PF_MULTI_004
priority: 45
name: 'Partner-coordinated quote acceptance confirmed through the sales order'
status: approved
mechanism: >-
Add external partners and contractors through the quote's associated
accounts-and-contacts structure so they can participate in the quote workflow
under the configured authorization model. The public quote path exposes
review and acknowledgement of the quote's commercial fields. When the
customer proceeds, generate an associated sales order, retain reciprocal
quote-to-order references, and record customer acknowledgement together with
the agreed order or delivery dates, quantities, and price. This returns a
bounded accepted path to the manufacturer's operating record; it does not
record or verify a dedicated acceptance or outcome date, projects awarded to
another supplier, cancelled projects, or no-decision outcomes.
capabilities:
- name: 'Add multiple stakeholders, including external partners and contractors, to a sales quote'
classification: native
conditions:
- 'The user stated that this capability is in production.'
- >-
MCP resolves quote data.accountsAndContactsLines but does not establish
external-partner or contractor role semantics.
- 'Authorized stakeholder roles and quote-specific access must be configured and maintained.'
- 'Adding an associated account or contact does not by itself establish a project outcome.'
evidence_ids:
- EV_MULTI_006
- EV_PRODUCT_003
- EV_PRODUCT_004
- name: 'Let authorized external stakeholders view the quote and its customer-acknowledgement state'
classification: native
conditions:
- 'The user stated that this capability is in production.'
- >-
MCP exposes a public Review and Confirm Quote surface and an implemented
quote-acknowledgement status path.
- >-
MCP does not establish that every public-form user or associated contact
is an authorized external partner.
- 'Visibility remains subject to quote-specific authorization.'
- 'Customer acknowledgement must be recorded explicitly rather than inferred from bookings or quote inactivity.'
evidence_ids:
- EV_MULTI_006
- EV_PRODUCT_003
- EV_PRODUCT_004
- name: 'Record customer acknowledgement and agreed order or delivery dates, quantities, and price through an associated sales order'
classification: native
conditions:
- 'The user stated that this capability is in production.'
- 'This path applies only when the customer accepts the quote or order.'
- >-
An internal user coordinates with the external partner and presents or
sends the sales order to the customer.
- 'The customer, rather than the external partner, provides final acknowledgement.'
- >-
Quote data.salesOrderId and Order data.salesQuoteId or salesQuoteNumber
must resolve the same quote-order pair.
- >-
MCP resolved acknowledged status plus due, expiry, order, expected
delivery, and line shipping-start dates; it did not resolve a dedicated
acceptance or outcome-confirmation date.
- 'Agreed quantities and price must be reviewed before acknowledgement.'
evidence_ids:
- EV_MULTI_006
- EV_PRODUCT_003
- EV_PRODUCT_004
- name: 'Configure dashboard views over quote-acknowledgement and sales-order confirmation records'
classification: configured
conditions:
- 'The user stated that dashboards can be configured by the user; no prebuilt metric is claimed.'
- >-
Bounded examples include acknowledged-quote count by due or expiry date,
confirmed quantities and prices by sales-order delivery date, and
acknowledged-quote count by associated external partner where the
authorization and association are retained.
- 'The user must define each metric, included status, date basis, filter, grouping, and reporting period.'
- 'Each configured view must reconcile to representative quote and sales-order records.'
- 'Unknown, lost-to-another-supplier, cancelled, and no-decision outcomes must not be silently classified as losses or wins.'
- 'Configuration and testing effort cannot be sized before the required dashboard and source fields are inspected.'
evidence_ids:
- EV_PRODUCT_003
expected_outcome_hypotheses:
- 'Authorized external stakeholders can inspect the same quote and recorded customer-acknowledgement state.'
- >-
An acknowledged quote can have a traceable associated sales order carrying
agreed order or delivery dates, quantities, and price.
- 'Configured dashboard views can summarize only the acknowledged records and fields they are explicitly defined to include.'
limitations:
- 'The mechanism covers the customer-accepted path only.'
- 'It does not capture projects awarded to another supplier, cancelled projects, or no-decision outcomes.'
- 'Customer acknowledgement of a quote or order must not be treated as independently verified final project award in every channel workflow.'
- 'The external partner coordinates with the internal user but does not provide final customer acknowledgement.'
- >-
MCP did not resolve a dedicated acceptance or outcome-confirmation date.
Customer acceptance is represented by acknowledgement status, while the
grounded dates cover quote due or expiry and order or delivery timing.
- 'The exact external-stakeholder permission model and stakeholder-role mapping remain unverified.'
- 'Exact quantity and price storage paths remain ambiguous among several order-line candidates.'
- 'Dashboard examples are configurable views, not verified prebuilt metrics.'
- >-
MCP server d8189168 corroborates public quote review, quote
acknowledgement, reciprocal quote-to-order references, public order review,
quote-to-order generation, and internal sales-order confirmation. It does
not establish a buyer result or customer-specific permission configuration.
prohibited_claims:
- 'That the mechanism captures every final project outcome.'
- 'That an unbooked or inactive quote was necessarily lost.'
- 'That customer acceptance always proves the underlying project award independently.'
- 'Any claimed win rate, price elasticity, market share, or comprehensive outcome rate before all included outcomes are verified.'
- 'That external partners intentionally withheld an outcome.'
- 'That any example dashboard metric is prebuilt, universally available, or correct before its definition and source records are reconciled.'
- 'Any quantified improvement in outcome coverage, conversion, revenue, margin, or reporting accuracy.'
Outstanding
proofIdsreaches draftPF_MULTI_004. The proof is bounded to the acknowledged quote-to-sales-order path and remains subject to lifecycle review.- Capability evidence references resolve. The first three capabilities cite
EV_MULTI_006,EV_PRODUCT_003, andEV_PRODUCT_004; the configured dashboard capability cites onlyEV_PRODUCT_003. - Product implementation verification is partial. MCP server
d8189168corroborates the public quote-review and acknowledgement surface, reciprocal quote-to-order references, quote-to-order generation, public order review, and internal sales-order confirmation. External-partner authorization semantics, stakeholder-role mapping, a dedicated acceptance or outcome-confirmation date, dashboard configuration, and customer field reconciliation remain unverified. - Dashboard definitions and reconciliation criteria remain account-specific. Obtain the requested metrics, fields, filters, groupings, date bases, and representative source-record reconciliation before configuring a view.
- The solution and linked proof remain
approved. Neither is generation-ready until lifecycle review and all applicable validation requirements succeed. - Priority
45was explicitly approved. Revisit it only through the lifecycle workflow if canonical sales priorities change.