What needs approval
Customer commitments
Buyer replies with price, promise date, quantity, substitute product, or service recovery commitments.
Margin and finance
Margin exceptions, duty reserves, free-time exposure, credit notes, payment terms, and finance approvals.
System state
PO extraction, SKU mapping, ERP writebacks, CRM changes, invoice checks, and document updates.
Sensitive context
Actions that use customer, supplier, pricing, compliance, or internal operating notes.
What each button means
| Action | Use when |
|---|---|
| Approve | The suggestion is correct and ready to move. |
| Edit | The direction is right but the copy, data, or owner needs adjustment. |
| Assign | Another operator, finance reviewer, or admin needs to decide. |
| Reject | The recommendation is wrong, stale, or unsafe. |
Reviewer checklist
Approval means accountability. Check source context, not just the drafted output. If the context is stale or missing, assign or reject the item instead of approving it.
- Source thread matches the customer, supplier, shipment, or account.
- SKU, quantity, unit, account, and owner mapping are correct.
- Pricing, margin, and promise-date logic fit the agreed guardrail.
- The action does not reveal internal notes, supplier pricing, or sensitive context.
- The activity trail will explain the decision later.