Sales proposal status changes are recorded using the Change Status option located in the right click menu of the Sales Proposals list. The field contains the Draft, Approved, Rejected, Contract, Order and Cancelled options.
The Draft status indicates that the status of the proposal is draft. Proposals are generated with draft status, and the Change Status option allows a change of status only to Approved. New price proposals can be added to the proposals in Draft status, and the existing proposals can be edited.
Approved indicates that the proposal is approved. The Approved status can be changed to Draft, Rejected, Contract, Order and Cancelled.
Rejected indicates that the proposal is rejected. Rejected status can be changed only to approved.
Contract indicates that a contract is prepared for the proposal. The contract status can be changed to either Approved or Cancelled, but the contract shouldn't be transferred in order to change this status to Cancelled. Transferred contracts cannot be cancelled.
The Order status can be changed to either Approved or Cancelled, but the order shouldn't be transferred in order to change this status to Cancelled. Transferred orders cannot be cancelled.
The Cancelled status indicates that the proposal is cancelled. Can only be changed to Approved.