This option is used to list and track the proposals submitted to customers for materials and recorded with Sales Proposals option. Sales Proposal Transactions option is located under Sales Proposal Management menu of Sales and Distribution module.
On the lines of sales proposal transactions window, the info belonging to submitted proposal transactions for materials is listed under the following headings:
- Date
- Slip Number
- Slip Aux. Code
- AR/AP Code
- AR/AP Title
- Division
- Department
- Warehouse
- Material Code / Description
- Approval Info
- Quantity
- Unit
- Price
- Line Description
Sales proposal transactions are filtered using Filters option of Sales Proposal Transactions list and only the transactions matching these conditions are listed. The filter value is specified by making a group or range definition or by selecting from the list.
Once the conditions are specified, "OK" button is clicked and the transactions meeting the specified conditions are listed. "Save Filter" button is used to record the filter conditions and list the transactions again with the same conditions, and "Load Filter" button is used to use the saved filter file again. The Sales Proposal Transactions filter options and values are shown in the following table:
Filter | Value |
---|---|
Slip Date | Start / End |
Slip No. | Group / Range |
Slip Document No. | Group / Range |
Slip Aux. Code | Group / Range |
Approval Info | Waiting for Approval / Not Approved / Approved |
AR/AP Code | Group / Range |
AR/AP Title | Group / Range |
Material Code | Group / Range |
Material Description | Group / Range |
Material Aux. Code | Group / Range |
Material Auth. Code | Group / Range |
Material Vendor Code | Group / Range |
Material Group Code | Group / Range |
Material Status | Active / Passive |
Material Type | Material Class / Material Class (With Table) / Semi Finished Good / Finished Good / Commercial Good / Mixed Case / Deposit Item / Fixed Asset / Consumer Good |
Parent Material Class Code | Select from list |
Division | Defined divisions |
Department | Defined departments |
Warehouse | Defined warehouses |
On proposal transactions list, in order to display any transaction, "View" option is used which is located in F9/right Mouse button menu of related proposal transaction.
On sales proposal record, displayed with "View" option, by using Contract Details/Connections and Order Details/Connections options located in F9/right mouse button menu, contract and order transferring data belonging to sales proposal can be tracked.