Approvals & guarantees

For work that a customer's consultant has to approve before you may start, and that carries a bank guarantee and a penalty for delivering late. Common to panel builders, steel fabricators and MEP contractors: the purchase order is real, but it is conditional.

Submittal
drawings sent out
Reviewer decides
approve, or reject
Clock starts
delivery is now promised
Deliver
before the penalty bites
  1. 1Raise a submittal with its drawing reference and the reviewer — the consultant, the owner, or the electricity company.
  2. 2Send it. The reviewer gets a private link and a six-digit access code; they decide WITHOUT creating an account.
  3. 3Approved, or approved with comments, releases production and stamps the delivery clock. Rejected means you revise and resubmit as the next revision.
  4. 4Record the guarantees you issued and the delivery commitment: lead time, contract value, penalty rate and cap.
Read your own contract before relying on this. Most say a rejected submittal CANCELS the purchase order with no compensation — the screen says so beside a rejection, because that is the sentence that costs money.
The delivery clock starts at the LATER of order acceptance and drawing approval — unless the guarantee was late, in which case most contracts start it at the order date instead. That clause quietly costs weeks, so the screen shows when it has applied.
Guarantees are watched for expiry: the register shows what is tied up with the bank, what lapses within thirty days, and what has already lapsed. Extending one takes a bank, and a bank takes a fortnight.

Try it on your own company's data — free.

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