Quote Review and Approval
Quote Review and ApprovalWhen the supplier completes the assigned quote submittal task, the Info Tracker Owner/Originator receives an email notification.
The TQR Info Tracker automatically promotes to Review state and starts the Review route, if set up by the Owner/Originator.
The first Review Route Assignees receive email notification.
If the TQR Info Tracker does not automatically promote, the Owner/Originator should review the quote workbook:
If the Supplier’s data is complete, accurate, and ready for official review, promote the Info Tracker.
The Info Tracker does not automatically generate a Review state route.
Different project teams using this Info Tracker have different review requirements.
If a Review route is not used, the Owner/Originator may promote the Info Tracker to the Approved state after reviewing the quote.
Your project may set up a TQR Review route template to be added in the Review state, or the Owner/Originator may create ad hoc routes and or tasks for review.
See Create a Route Template, and Add Tasks and Routes.
When the last Task is complete the Info Tracker promotes to the Approved state and the Owner/Originator receives an email notification.