01 / Agreement to work

Keep the commercial promise visible when work begins.

Scope, authority, commercial terms and the expected evidence belong with the work from the start. A later invoice should not depend on reconstructing what was agreed.

Commercial promise

Name what the work must prove.

The controlled record identifies the customer authority, service outcome, invoice basis and acceptance condition before delivery evidence begins to accumulate.

AGREEMENT / 01

attached

Authority

Who can authorize the work and commercial terms

conceptualOwner: Account owner

AGREEMENT / 02

attached

Service outcome

What outcome will be delivered and evidenced

conceptualOwner: Service lead

AGREEMENT / 03

progress

Invoice basis

What makes the record eligible to invoice

conceptualOwner: Finance

AGREEMENT / 04

waiting

Acceptance condition

What response or proof establishes acceptance

conceptualOwner: Account owner