# 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](doc:procurement-getting-started), [Procurement — Overview](doc:procurement-overview), [Procurement](doc:procurement-edit-record), and [Procurement List](doc:procurement-list-view-record).

For offer and process work, see [Configure Offer Status](doc:offer-status), [Create Offer from Inquiry](doc:task-create-offer-from-inquiry), [Process an inquiry into an offer and submit the offer for approval](doc:guide-process-an-inquiry-into-an-offer-and-submit-the-offer-for-ap), [Convert Offer to Purchase Order](doc:task-convert-offer-to-purchase-order), and [Complete Procurement](doc:task-complete-procurement).

For additional guidance, use [Help & Troubleshooting — Procurement](doc:help-procurement) and [Procurement — Learning Path](doc:workflows-procurement).