How To: Accept / Refuse Engagement & Deliverable Orders

This user guide covers the following topics:

• Finding Orders to Accept or Refuse;
• Accept Engagement and Deliverable Orders;
• Refuse an Order;
• Undo the acceptance of an Order;

Finding Orders to Accept or Refuse

1. Go to LPG menu → Worklist → All

   

2. Click on Order Not Yet Accepted:

3. Orders are listed.
   • Note: Engagement Orders and Deliverable Orders usually have consecutive numbers.
4. Check the Accept By column to ensure the order is accepted on time.
   • Note: If the order is over the acceptance date, it will be highlighted in red.

Accepting Orders

Note: When your firm is engaged on a new matter, assigning a key person and accepting the Engagement Order will automatically assign the same key person and accept all associated Deliverable Orders.
 

1. Click Action / Acquire next to the Order.
2. Review Acceptance Within (time to accept) and Approved $ (budget).

3. Allocate Key Personnel:
   • On the Key Personnel tab, click Edit Key Personnel → Select Key Person (Optionally select an Alternative Key Person) → Submit.

4. Click Accept or Accept and Continue.
   • Accept: returns to the Orders Not Yet Accepted screen.
   • Accept & Continue: opens the Work in Progress screen.
      

Refusing an Order

1. Scroll to the bottom of the Accept Order screen.

2. Click Refuse

   

3. Enter Reason for Refusal.

   

4. Click Refuse - The client will be notified.
   
    

Undo Acceptance of an Order

1. From the Order in Progress screen, click Unaccept Order.
2. Order returns to NOT YET ACCEPTED.