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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.


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