Help On Proposal Cost Sheet

This help page allows you to search and select the proposal cost sheet and transfer the details to the required field.

You can search for the proposal cost sheet details by specifying the start date, end date, title and the status. The system retrieves the search results in the multiline. Select the proposal from the multiline and click the “OK” push button to transfer it to the main page.

Click the lens icon positioned next to the "Proposal ID" field in the main screen.

The “Help On Proposal Cost Sheet” page appears.

Enter the following details:

From Proposal ID.	The starting number in the range of proposal Ids from which the proposal details must be retrieved. The system displays all the proposals that are similar to the number entered here. Leave the field blank to retrieve all proposals.
To Proposal ID.	The number till which the proposal details must be retrieved. The system displays all the proposals that are similar to the number entered here. Leave the field blank to retrieve all proposals.
Proposal Status	Use the drop-don list box to specify the status of the proposal to be retrieved. The system displays the options “ALL”, “Draft”, “Fresh”, “Deleted”, “Confirmed”, and “Under Amendment”. The system displays “ALL” by default on launch of the page.
Title	The title of the proposal by which you require to retrieve the entire proposal that have been created. You can enter the title in full or specify it partially. The system retrieves all the proposals whose titles are similar to the title entered here. Leave the field blank to retrieve proposal created in all titles.
From Proposal Date	The starting date in the range of the proposal date from which the proposal details must be retrieved. This date should be earlier than the “To Proposal Date”.
To Proposal Date	The date till which the proposal details must be retrieved.
From Customer Code	The starting number in the range of the customer code for which the proposal details must be retrieved. The system displays all the proposals that are similar to the number here. Leave the field blank to retrieve all proposals.
To Customer Code	The number till which the customer codes must be retrieved. The system displays all the proposals that are similar to the number entered here. Leave the field blank to retrieve all the proposals.
Customer Name	The name of the customer of the proposal. Leave the field blank to retrieve all the proposals.
Estimated Start Date	The estimated start date of the proposal from which the details must be retrieved.
Estimated End Date	The estimated end date of the proposal until which the details must be retrieved.
Project Conversion	Use the drop-down list box to specify the proposals which have been converted to projects. The options are “Yes” and “No”. The system displays “Yes” by default on launch of the page.
Proposal Currency	The currency of the proposal.
From Total Cost	The starting range of overall cost to execute the proposal.
To Total Cost	The ending range of overall cost to execute the proposal.
From Total Proposal Value	The starting range of the total proposal value.
To Total Proposal Value	The ending range of proposal value till which the proposal details must be retrieved.
Priority	Use the drop-down list box to specify the priority for the project. The combo is loaded with the values from “Maintain Codes” activity. The system displays “Blank” by default on launch of the page.
From Proposal Margin %	The starting range of the proposal’s margin percentage.
To Proposal Margin %	The ending range of the proposal’s margin percentage.
Sub-Classification	Use the drop-down list box to specify the sub-classification for the project. The combo is loaded with the values from “Maintain Codes” activity. The system displays “Blank” by default on launch of the page.
Show Latest Amendment	Select this box, if you wish to view the latest amendment of the proposal.
Reason Code	A unique code identifying the proposal's revision reason.
Planned Date of Submission	The planned date for the submission of receipt.
Date of Receipt	The actual date of the receipt.

Click the “Search” pushbutton to retrieve the search results.

The system displays the following fields in the “Results” multiline based on the filter criteria entered:

Proposal ID.	The code identifying the proposal.
Revision No.	The revision number of the proposal.
Proposal Date	The proposal date.
Proposal Status	The status of the proposal.
Title	The title of the proposal.
Customer Code	The number identifying the customer of the proposal.
Customer Name	The customer name.
Proposal Currency	The currency of the proposal.
Total Cost	The overall cost of the proposal.
Total Proposal Value	The overall proposal value.
Proposal Margin %	The profit margin percentage of the proposal.
Estimated Start Date	The estimated start date of execution the proposal.
Estimated End Date	The estimated end date of execution of the proposal.
Project Conversion	Indication of whether the proposal has been converted to a project
Project Code	The number identifying the project code generated with respect to this proposal.
Priority	The number identifying the priority given for the project.
Sub-Classification	The sub-classification of the project.
Date of Receipt	The actual date of the receipt.
Planned Date of Submission	The planned date for the submission of receipt.
Revision Reason	A unique code identifying the proposal’s revision reason.
Revision Reason Description	The description of the proposal’s revision reason.

Select the box in the “Select” column of the multiline to select the proposal.
Click the “Ok” pushbutton.

The system transfers the selected proposal to the required page.