Procurement offer

Process flow

mermaid
flowchart LR
    n0["Draft"] --> n1["AwaitingApproval"] --> n2["Approved"] --> n3["Valid"] --> n4["Ordered"]
    n3 -.-> x1["ConsederAsValid"]

Procurement Offer Flow

This process tracks a procurement offer from its initial Draft state through approval, validity, and ordering. Procurement users manage the offer as it progresses through the stages below.

Offer Stages

Draft

The record is a procurement offer in Draft. The next main-path stage is AwaitingApproval.

Another offer moves the offer to Draft.

AwaitingApproval

The record is a procurement offer awaiting approval. The next main-path stage is Approved.

Approved

The record is an approved procurement offer. It proceeds next to Valid.

Valid

The record is a valid procurement offer. The next main-path stage is Ordered.

The following actions can move an offer to Valid:

• Alternative offer moves the offer to Valid, only when alternative offers are included in the subscription.
• Consider offer as sent to client moves the offer to Valid.
• Revision offer moves the offer to Valid, only when the offer has a client.
• Update single offer moves the offer to Valid, only after the validation date has passed.** Consider offer as sent to client** can also move the offer to ConsederAsValid.

Ordered

The record is a procurement offer in Ordered, the final listed stage of the main path.

Leaving the Main Offer Path

Draft is the declared return point for the process: Another offer moves the offer back to Draft.

The following outcomes take an offer off the main path:

• RejectedApproval leaves the path from Rejected.
• ConsederAsValid leaves the path from Valid. Consider offer as sent to client moves the offer to this outcome.
• ExtensionRejected leaves the path from Rejected. Denied extension single offer moves the offer to this outcome.
• Expired leaves the path. Update single offer moves the offer to Expired only after the validation date has passed.
• Regretted leaves the path.
• Cancelled leaves the path. Cancel single offer moves the offer to Cancelled.
• Rejected leaves the path. Reject single offer moves the offer to Rejected.

Related Procurement Pages

For broader procurement guidance, see Getting Started with Procurement, Procurement — Overview, Procurement, and Procurement List.

For offer and process work, see Configure Offer Status, Create Offer from Inquiry, Process an inquiry into an offer and submit the offer for approval, Convert Offer to Purchase Order, and Complete Procurement.

For additional guidance, use Help & Troubleshooting — Procurement and Procurement — Learning Path.