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.

 

Related Topics

Related Topics Link IconSee Also