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New | Used to define a new sales proposal. | |
Update | Used to modify sales proposal information. | |
Delete | Used to delete the sales proposal. | |
View | Used to view the sales proposal information without making changes. | |
Copy | Used to create a new record by copying the sales proposal information. This button provides fast data entry. | |
Multiple Delete | Used to delete more than one record simultaneously. | |
Used to print the selected record.. | ||
Transfer to PDF | Used to record selected proposal in PDF format. | |
Send | Used to send sales proposals to the related AR/AP. | |
Multiple Send | Used to send sales proposals to the related AR/AP in batch. | |
Filter | Used to display the records matching the filter conditions specified in the sales proposals list. | |
Approval Info | Used to determine sales proposal's approval status. | |
Contract | Used to generate contract through sales proposal. But, the proposals connected with orders cannot be transferred to contracts. | |
Order | Used to generate order slip through "approved" status proposals. | |
Workflow History | Used to list the tasks that are defined and completed in the Workflow Management Module for records. | |
Record Information | Indicates the users who performed the entry and update transactions of the selected record and the time of these transactions. | |
Number of Records | Displays sales proposal records by type, and with total numbers. | |
Refresh | Used to display the current status of the sales proposals window. | |
Back to Defaults | Used to display the active window with the standard dimensions defined in the application. |
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- Material
- Service
- Mixed Case
- Material Class
- Discount
- Surcharge
- Promotion
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