The XBS Audit Checklist in PREO has three main components:
Rep Checklist
Order Processing Checklists
Deal Admin Review (when applicable)
Rep Checklist
For every proposal that is submitted for processing, the user must complete the "Submit for Review" checklist. (This is the yellow section on the XBS Audit Checklist excel file)
The user is prompted with a question and can answer Yes, No, or N/A. If the user answers "Yes" to any question, the proposal is flagged for Deal Admin review.
Order Processing Checklist
Once submitted, the proposal sits in the "Under Review" queue awaiting Order Processing review. These users go through a more in-depth checklist (the remaining questions from the XBS Audit Checklist excel file) and answer Yes/No/NA
If the user answers "No" to any of these questions, they must work with the Rep on the deal until all answers can be answered "Yes" to move the deal forward using the "Proposal Review Board"
Deal Admin Review
For deals that are flagged for Deal Admin Review from the initial Rep Checklist, an additional step must take place.
These Proposals will have a message across the top of the proposal and also be visible in the Deal Admin review queue on the Order Management page.
Completing the Deal Admin review is simple and only requires a single checkbox. Only elevated "Deal Admin" users have access to complete this review. To complete the checkbox in the Deal Admin Review, first locate the Deal Review Checklist section in the platform. Then, navigate to the Deal Admin Review tab. Verify all necessary criteria and documentation associated with the deal. Once confirmed, select the highlighted checkbox to mark the review step as complete. It is important to determine who in your organization is authorized to complete the Deal Admin Review. Confirm your organization's policies or check with leadership to identify the appropriate personnel. Access permissions might depend on deal size or other criteria.
Deal Admin Review does not prevent a Proposal from being processed, but it will prevent the proposal from advancing to the "Fulfilment" stage.
If challenges arise during the process, refer to organizational guidelines or leadership for assistance in identifying authorized users for the Deal Admin Review. Additionally, verify that all documentation is accurate and complete to avoid delays in deal advancement.
