Standard Process Workflow Steps, Profiles, and Transition Rules

Overview

The Standard Process contains several steps to manage quote approvals and order management. Standard Workflow Steps are automatically created when a new Standard Process is created.

Workflow Steps

The following table lists workflow steps for newly created 24D Standard Processes.

Step	Variable Name	Stage	Description	Comments
Start	start_step	Quote	Default Step
In Progress	pending_process	Quote	The transaction is being edited prior to sending to the customer or ordering.
Waiting for Approval	waitingForInternalApproval	Quote	The transaction is locked awaiting approval from management.
Approved	approved	Quote	The transaction has all necessary internal approvals.
Awaiting Customer Acceptance	awaitingCustomerAcceptance	Quote	The transaction is awaiting acceptance/rejection from customer.
Customer Accepted	customerAccepted	Quote	The customer has accepted the proposed transaction after review.
Waiting for Signature	waitingForSignature	Quote	The transaction is awaiting customer approval before being ordered.
Signed	signed	Quote	The customer has signed the contract.
Draft Order	draftOrder	Order		New Step, Stage set to Order for new Standard Process beginning in CPQ 24D
Ordered	orderedBeingFulfilled	Order	The order has been sent to the fulfillment system.	Stage updated to Order for new Standard Processes beginning in CPQ 24D
Being Changed / Canceled	beingChangedCanceled	Quote	This is a copy of a transaction that is currently being fulfilled that the customer wants to change.	This step is deprecated in CPQ 24D. Existing steps will not be removed upon upgrade to 24D.
Fulfilled	closedFulfilled	Order	The order has been fulfilled and no further changes are possible.	Stage updated to Order for new Standard Processes beginning in CPQ 24D
Canceled	canceled	Quote	The entire order has been canceled.
Rejected By Customer	rejectedByCustomer	Quote	The customer decided not to move forwards with the proposed transaction.
Alternate Version Ordered	alternateVersionOrdered	Quote	The customer chose to move forwards with a different version of the same proposal. This version is closed.
Deleted	deleted	Quote	The transaction has been deleted.
Agreement Finalized	agreementFinalized	Agreement	The agreement has been finalized	New Step, Stage set to Agreement for new Standard Process beginning in 24D, enabled when Agreement is enabled
Order Canceled	orderCancelled	Order		New Step, Stage set to Order for new Standard Process beginning in 24D

Workflow Participant Profiles and Transition Rules

The following table lists workflow participant profiles and transition rules for newly created 24D Standard Processes.

Step	Profile	Initial Step	Action	Transition Rule	Transition to Step	Condition	Comments
Start	Admin	Not Applicable	Create Agreement	Create Agreement: Start -> Agreement Finalized	Agreement Finalized	Always True	Agreement Stage enabled
Start	Admin	Not Applicable	Save	Save -> Awaiting Customer Acceptance	Awaiting Customer Acceptance	Advanced Conditions Transition > Skip Seller Review return (_transaction_s_skipSellerReview_t == true);	Agreement Stage enabled
Start	Admin	Not Applicable	Save	Save -> In Progress	In Progress	Advanced Conditions Transition > Skip Seller Review return (_transaction_s_skipSellerReview_t == false);	Agreement Stage enabled
Start	Admin	Not Applicable	View Next Step	Next	In Progress	Always True
Start	Admin	Not Applicable	View Previous Step	Previous	Alternate Version Ordered	Always True
Start	Sales User	Not Applicable	Create Agreement	Create Agreement: Start -> Agreement Finalized	Agreement Finalized	Always True	Agreement Stage enabled
Start	Sales User	Not Applicable	Save	Save -> In Progress	In Progress	Always True
Start	Self Service User	Not Applicable	Save	Save -> Awaiting Customer Acceptance	Awaiting Customer Acceptance	Advanced Conditions Transition > Skip Seller Review return (_transaction_s_skipSellerReview_t == true);	Agreement Stage enabled
Start	Self Service User	Not Applicable	Save	Save -> In Progress	In Progress	Advanced Conditions Transition > Skip Seller Review return (_transaction_s_skipSellerReview_t == false);	Agreement Stage enabled
In Progress	Admin	No	Reject Quote	Customer Rejected	Rejected By Customer	Always True
In Progress	Admin	No	Request Approval	submit - approval needed	Waiting for Approval	Always True
In Progress	Admin	No	Save	Saved Transaction	In Progress	Always True
In Progress	Admin	No	Submit	submit - no approval needed	Approved	Always True
In Progress	Admin	No	View Next Step	Next	Waiting for Approval	Always True
In Progress	Admin	No	View Previous Step	Previous	Start	Always True
In Progress	Sales User	No	Cancel Transaction	Cancel Transaction	Canceled	Always True
In Progress	Sales User	No	Reject Quote	Customer Rejected	Rejected By Customer	Always True
In Progress	Sales User	No	Request Approval	submit - approval needed	Waiting for Approval	Always True
In Progress	Sales User	No	Save	Saved Transaction	In Progress	Always True
In Progress	Sales User	No	Submit	submit - no approval needed	Approved	Always True
In Progress	Self Service User	No	None	None
Waiting for Approval	Admin	No	Cancel Approvals	revise (submit) waiting for approval -> pending	In Progress	Always True
Waiting for Approval	Admin	No	Reject	reject: Waiting for Approval -> In Progress	In Progress	Always True
Waiting for Approval	Admin	No	Reject Quote	Customer Rejected	Rejected By Customer	Always True
Waiting for Approval	Admin	No	Reject Quote	Approved	Waiting for Approval	Always True
Waiting for Approval	Admin	No	Submit	Submit: Waiting for Approval -> Approved	Approved	Always True
Waiting for Approval	Admin	No	View Next Step	Next	Approved	Always True
Waiting for Approval	Admin	No	View Previous Step	Previous	In Progress	Always True
Waiting for Approval	Sales User	No	Cancel Approvals	revise (submit) waiting for approval -> pending	In Progress	Always True
Waiting for Approval	Sales User	No	Cancel Transaction	Cancel Transaction	Canceled	Always True
Waiting for Approval	Sales User	No	Reject Quote	Customer Rejected	Rejected By Customer	Always True
Waiting for Approval	Self Service User	No	None
Approved	Admin	No	Cancel Approvals	revise (submit): approved -> In Progress	In Progress	Always True
Approved	Admin	No	Cancel Transaction	Cancel Order	Canceled	Always True
Approved	Admin	No	Create Agreement	Create Agreement: Approved -> Agreement Finalized	Agreement Finalized	Always True	Agreement Stage enabled
Approved	Admin	No	Reject Quote	Customer Rejected	Rejected By Customer	Always True
Approved	Admin	No	Request Signature	Request Signature	Waiting for Signature	Always True
Approved	Admin	No	View Next Step	Next	Waiting for Signature	Always True
Approved	Admin	No	View Previous Step	Previous	Waiting for Approval	Always True
Approved	Sales User	No	Cancel Approvals	revise (submit): approved -> In Progress	In Progress	Always True
Approved	Sales User	No	Cancel Transaction	Cancel Transaction	Canceled	Always True
Approved	Sales User	No	Create Agreement	Create Agreement: Approved -> Agreement Finalized	Agreement Finalized	Always True	Agreement Stage enabled
Approved	Sales User	No	Create Order	Create Order	Ordered	Always True
Approved	Sales User	No	Publish Quote -> Awaiting Customer Acceptance	Publish Quote -> Awaiting Customer Acceptance	Awaiting Customer Acceptance	Always True
Approved	Sales User	No	Reject Quote	Customer Rejected	Rejected By Customer	Always True
Approved	Sales User	No	Request Signature	Request Signature	Waiting for Signature	Always True
Approved	Sales User	No	Revise Quote	Revise Quote -> In Progress	In Progress	Always True
Approved	Self Service User	No	None
Awaiting Customer Acceptance	Default	No	None
Awaiting Customer Acceptance	Sales User	No	Revise Quote	Revise Quote -> In Progress	In Progress	Always True
Awaiting Customer Acceptance	Self Service User	No	Accept Quote	Accept Quote -> CustomerAccepted	Customer Accepted	Always True
Awaiting Customer Acceptance	Self Service User	No	Reject Quote	Reject Quote -> rejectedByCustomer	Rejected By Customer	Always True
Awaiting Customer Acceptance	Self Service User	No	Revise Quote	Request Revision -> In Progress	In Progress	Always True
Awaiting Customer Acceptance	Self Service User	No	Self Service Checkout	Self Service checkout -> Cancelled	Canceled	Always True
Customer Accepted	Default	No	None
Customer Accepted	Sales User	No	Create Order	Create Order	Ordered	Always True
Customer Accepted	Sales User	No	Request Signature	Request Signature	Waiting for Signature	Always True
Customer Accepted	Sales User	No	Revise Quote	Revise Quote -> In Progress	In Progress	Always True
Customer Accepted	Self Service User	No	None
Waiting for Signature	Default	No	Reject Quote	reject: waiting for signature -> rejected	Rejected By Customer	Always True
Waiting for Signature	Default	No	View Next Step	Next	Signed	Always True
Waiting for Signature	Default	No	View Previous Step	Previous	Approved	Always True
Waiting for Signature	Self Service User	No	None
Signed	Default	No	Create Agreement	Create Agreement: Signed -> Agreement Finalized	Agreement Finalized	Always True	Agreement Stage enabled
Signed	Default	No	Create Order	Create Order: signed -> ordered	Ordered	Always True
Signed	Default	No	View Next Step	Next	Ordered	Always True
Signed	Default	No	View Previous Step	Previous	Waiting for Signature	Always True
Signed	Self Service User	No	None
Draft Order	Admin	Yes	Create Order	Create Order: Draft Order -> Ordered	Ordered	Always True	Order Stage enabled
Draft Order	Sales User	No	None				Order Stage enabled
Draft Order	Self Service User	Yes	Create Order	Create Order: Draft Order -> Ordered	Ordered	Always True	Order Stage enabled
Ordered	Admin	No	View Next Step	Next	Fulfilled	Always True	Order Stage enabled
Ordered	Sales User	No	Cancel Order	Cancel Order: Ordered -> Order Cancelled	Order Cancelled	Always True	Order Stage enabled
Ordered	Self Service User	No	None				Order Stage enabled
Fulfilled	Admin	No	None				Order Stage enabled
Fulfilled	Sales User	No	None				Order Stage enabled
Fulfilled	Self Service User	No	None				Order Stage enabled
Canceled	Admin	No	None
Canceled	Sales User	No	None
Canceled	Self Service User	No	None
Rejected By Customer	Admin	No	None
Rejected By Customer	Sales User	No	None
Rejected By Customer	Self Service User	No	None
Alternate Version Ordered	Admin	No	None
Alternate Version Ordered	Sales User	No	None
Alternate Version Ordered	Self Service User	No	None
Deleted	Default	No	None
Deleted	Self Service User	No	None
Agreement Finalized	Admin	No	None				Agreement Stage enabled
Agreement Finalized	Sales User	No	None				Agreement Stage enabled
Agreement Finalized	Self Service User	No	None				Agreement Stage enabled
Order Cancelled	Admin	No	None				Order Stage enabled
Order Cancelled	Sales User	No	None				Order Stage enabled
Order Cancelled	Self Service User	No	None				Order Stage enabled
Being Changed / Canceled							This step is deprecated in CPQ 24D. Existing steps will not be removed upon upgrade to 24D.

Standard Process Workflow Steps, Profiles, and Transition Rules

Overview

Workflow Steps

Workflow Participant Profiles and Transition Rules

Related Topics