Page History

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.

Print

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.

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.