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5.2.10 B10 Approve Quotation Procedure
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Broker Procedures:
Broker state "B10" is assigned to the client acceptance of a proposal in the quotation.   A quotation document may consist of any number of proposals for different periods with different energy providers.   The client is asked to accept one and only one proposal - the broker may select the proposal accepted by the client or the client may accept one of the proposals.

B10 Client Approval:
When the client indicates their choice of energy provider that choice is recorded in TIES Bespoke Application Service as the "Best-Quotation".   One set of "Proposed" contracts are switched to "Accepted".   Remaining "Proposed" contracts are automatically switched to "Declined".
An automatic email is sent to the accepted energy provider for the appropriate DD mandate and EP forms to be provided for client signature.   An automatic email may be sent to the declined energy providers to acknowledge their assistance.
Productivity is maximised as very little data entry is needed to accept one energy provider at the client level.   Task management ensures that the client signature is obtained on the contract in advance of the contract start date.   Task management with 28 and 14 day reports monitor start dates to ensure they are activated on time.   An initial reading is needed for each service - this is critical data that is needed to calculate commissions.

Proposals:
Each proposal has a unique number so the client can easilly identify and accept a specific proposal in a quotation that shows many proposals.   A proposal in this context involves all client services and is not just a single proposed contract.

Internal:
The proposal accepted by the client is identified by a set of proposal contracts - that set of contracts are changed to "accepted".   All other client proposals are set to "declined".
The broker is directed to send the client a direct debit mandate and energy provider contract for signature - the Sales Account Manager may need to be involved in this critical event.   The finance team are directed to review and revise the accepted contracts with commission percentages and account receivable schedule.

Automation:
Client quotations contain company confidential information that must be encrypted and secured at all times.   A benefit of secure quotations is that the quotation can include an acceptance button for each proposal - the client can press an icon to accept any proposal.   The entire broker task B10 is then fully automated to minimise delays and maximise productivity.

Bespoke Application Service Search:
Brokers are granted the right to view company data where that data has evolved from prospect to client state.   Client state is triggered by a Sales person creating a Handover document (S5).
Broker long page 3122 and hierarchical page 3102 search facilities only view clients as companies that have been handed over to brokerage.   Broker search client facility page 3112 is able to view all companies, including those that have not yet achieved client state.

Document Control:
1. Document Title: B10 Approve Quotation Procedure.
3. Keywords: B10 Approve Quotation Procedure.
4. Description: B10 Approve Quotation Procedure.
5. Privacy: Public education service as a benefit to humanity.
6. Issued: 11 Jun 2018.
7. Edition: 1.3.