The proposals received from the company suppliers are recorded under this menu. It is located under the Transactions menu of the Purchasing Management module.
The buttons in Purchase Proposals browser, right click menu options and Attached and Related menu options are used to make a proposal or modify existing proposal records.
| New | Used to record sales and purchase proposals. Tender / purchase file related proposals can be added only if the status of tender / purchase file is "In Progress" or "Approved". |
| Update | Used to modify proposal information. Tender / purchase file related proposals can be updated by user approval only if the status of tender / purchase file is "In Progress" or "Approved" and "Application". |
| Delete | Used to delete purchase proposals one by one or in batches. Tender / purchase file related proposals can be deleted by user approval only if the status of tender / purchase file is "Completed" and proposal status is "Application". |
| View | Used to view definition information. |
| Copy | Used to copy purchase proposal definition information into a new card. Tender / purchase file related proposals can be copied only if the status of tender / purchase file is "In Progress" or "Approved". |
Change Status | Used to change the status of purchase proposals. The reason for cancellation is entered from Cancellation Cause > Reason For Proposal Cancellation window for proposals which are changed into Cancelled status. | |
Generate Price Proposal | Used to generate new price proposals over purchase proposals. This option will be active on proposals in Draft and Approved. | |
Generate Contract | Used to generate contracts over purchase proposals. This option is active only on proposals in Contract status. | |
Change Phase | Used to change the phase information of purchase proposals. | |
Generate Order | Used to generate purchase order automatically over the purchase proposals in Order status. | |
| Attached Records | |
|---|---|---|
| Price Proposals | Used to record price proposals related to purchase proposal. |
| Document Folder | The folder information used to track documents related to the purchase proposals. |
| Related Records | |
| Contracts | Contracts of the relevant proposal are listed. |
| Info | |
| Record Info | Displays the time and the user of the first registry and the last modification of the definition. |
| Tracking | Opens the system log browser to list and view the system records. |
| Refresh | Used to update the Purchase Proposals browser. |
Preferences | ||
Line Coloring | Used to color the lines of Purchase Proposals browser according to the specified criteria. | |
Back to Defaults | Used to return the window dimensions into the application default. | |
Save Settings | Used to save Purchase Proposals browser settings. | |
Save General Settings | Used to save general settings. | |
Number of Records | Lists the number of recorded purchase proposals. | |
Reporting | ||
List Report | Used to report the records of Purchase Proposals browser collectively. | |
Grouped List Report | Used to list the purchase proposal records by grouping them according to column headings. | |
Selection | ||
Select All | Used to select all records in the Purchase Proposals browser. | |
Clear All Selections | Used to clear all selections. | |
Toggle Selection | Used to toggle the selections in list. | |
Table Characteristics | Used to record the columns to be displayed on the Purchase Proposals browser and their order. | |
