A customer has submitted an order. You can accept an order when:
All files can be used by the operator.
The order ticket and the job ticket are correctly filled in.
If required, the customer has paid the order.
When you accept the order, the order and its jobs cannot be changed or cancelled anymore by the customer.
[Budget management] enabled
The system administrator can enable [Budget management] in the [Configuration] workspace. Now, a maximum price for an order is defined for each customer.
When you click button [Accept], the application checks if the order price does not exceed the maximum order price. If the maximum order price is exceeded, an email is sent to an approver. An approver has to accept or reject the order when the price exceeds the maximum price.
The [Communication state] of the order becomes [Request to accept quotation].The order is marked with colour:
.
Wait until the approver has accepted the order price.
It is recommended that you wait until the approver accepts the order price. Optionally, you can click button [OK] in message [Accept the price on behalf of the approver.]. Then, you can continue with the next step of the workflow.
NOTE
The system administrator defines if you can accept the price on behalf of the approver.
The [Communication state] of the order becomes [Quotation accepted].The order is marked with colour:
.
An email can be sent to the customer when the job is [Accepted].
[Budget management] disabled
The [Communication state] of the order and its job becomes [Accepted]. The order and its jobs are marked with colour:
.
In case the email cannot be sent, the following message is appended to the communication state: (The email was not sent).