Check offer expiry dates
ActaFlow gathers the dates from the offer and attachments into a table and flags any that don't match.
The request
Compare the validity dates of the offer and its attachments. Show me the conflicting deadlines that need clarifying.
ActaFlow organises the steps of the request. Add the documents and check the data before using the result.
The workflow steps
- Upload the offer and attachmentsSelect the documents and specify the date you want to check their validity against.
- Read the dates and their meaningActaFlow reads the dates together with the wording indicating issue, acceptance or validity.
- Compare the termsActaFlow lines up the dates and flags differing terms or unspecified periods.
- Confirm the version to useThe energy broker checks the dates and decides whether to request updated conditions from the supplier.Manager check
- Prepare the note for the caseActaFlow summarises the confirmed dates and the conditions still to be clarified.
Dates with an explanation
The table distinguishes between the document's issue date, acceptance deadline and economic validity.
Steps to re-read
The references allow the energy broker to check the wording containing the dates.
Clarifications to request
Dates that don't match remain in the summary until the broker has verified them.
How you set up the automation
ActaFlow reads the dates together with the wording indicating issue, acceptance or validity. The energy broker checks the dates and decides whether to request updated conditions from the supplier.
What you need
- Offer and related attachments
- Date to check validity against
- Energy broker rules for handling conflicting dates
Upload the offer and attachments
Select the documents and specify the date you want to check their validity against.
Read the dates and their meaning
ActaFlow reads the dates together with the wording indicating issue, acceptance or validity.
Compare the terms
ActaFlow lines up the dates and flags differing terms or unspecified periods.
Confirm the version to use
The energy broker checks the dates and decides whether to request updated conditions from the supplier.
Prepare the note for the case
ActaFlow summarises the confirmed dates and the conditions still to be clarified.
Describe the work. AI helps you prepare your workflow.
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Frequently asked questions
Is the file date a deadline?
It could be an issue date, a joining deadline or the end of economic validity. ActaFlow reports it together with the text that explains it. Unclear cases are passed to the broker.
Do I get a warning before the deadline?
This example compares dates when you request it. It does not activate automatic alerts or periodic checks.
Can I also compare dates in the attachments?
Yes. Upload the offer together with the relevant attachments and indicate the date the check should refer to. Ask for the passage explaining each term to be reported.
Who decides which version of the offer to use?
The broker verifies the dates and confirms the applicable version. If the documents don't allow this to be clarified, the summary keeps the point open for a request to the supplier.
Check the dates of an offer
Upload the offer and attachments and request a table of dates to verify before the proposal.