Select Proposal window
Purpose
Use this window to bring a proposal for this customer forward into the sale or approval or to select an existing proposal to modify.
To access this window
Complete one of the following to access this window. The customer account must have a proposal on file to access this window.
- On the Sales Invoice window, click Propsl.
- In the Items Sold grid on the Sales Invoice window, right-click then select Pull In Proposal.
- On the Layaway window or Approval window, click Proposal.
- On the Modules menu, point to Daily Posting and click Modify Proposal.
Diagram
The following thumbnail illustrates the Select Proposal window. Click it to view a full-size image.
Item descriptions
Fields and boxes
| Item | Description |
|---|---|
|
Look for Reference |
Enter an invoice number to look for. The grid automatically moves to matching numbers as you type in this box. |
|
grid columns A right angle bracket (>) identifies the column currently used to sort the grid. This grid may be sorted by Reference. |
|
|
Reference |
Displays the associated invoice number for each proposal. Click the column heading to sort the grid in ascending or descending order based on this number. |
|
Date |
Displays the date the proposal was entered. |
|
PO |
Displays the purchase order number associated with the proposal. |
Buttons
| Item | Description |
|---|---|
|
Select |
Adds the selected proposal to the invoice. |
|
Cancel |
Returns to the previous window. |
