Creating a Proposal for a Lead or Opportunity

This chapter provides an overview of proposals for a lead or opportunity and discusses how to:

Select products and prices for a proposal.
Generate quotes and orders.

Understanding Proposals for a Lead or Opportunity

After you have generated and qualified a lead or opportunity, you can create a proposal and send it to the potential customer. On the Propose page of the Lead component (RSF_LEAD_ENTRY) or the Opportunity component (RSF_OPPORTUNITY), you can add the specific products, quantities, and prices to include in the proposal. If you have licensed PeopleSoft Order Capture, you can create a quote that includes the information you entered on the Propose page. Then, you can put together a package of information to send to the potential customer. If the lead or opportunity becomes an actual sale and you have licensed Order Capture, you can create an order from the information entered on the Propose page.

See Sending a Proposal or Quote to a Customer.

Selecting Products and Prices for a Proposal

This section discusses how to select products and prices for a proposal.

Pages Used to Select Products and Prices for a Proposal

Page Name	Object Name	Navigation	Usage
Lead - Propose	RSF_LEAD_PROPOSE	Sales, Search Leads Select a lead, and select the Propose tab.	Select products and prices for a proposal for the lead.
Opportunity - Propose	RSF_OPP_PROPOSE	Sales, Search Opportunities. Select an opportunity, and select the Propose tab.	Select products and prices for a proposal for the opportunity.

Page Name

Object Name

Navigation

Usage

Lead - Propose

RSF_LEAD_PROPOSE

Sales, Search Leads

Select a lead, and select the Propose tab.

Select products and prices for a proposal for the lead.

Opportunity - Propose

RSF_OPP_PROPOSE

Sales, Search Opportunities.

Select an opportunity, and select the Propose tab.

Select products and prices for a proposal for the opportunity.

Selecting Products and Prices for a Proposal

Access the Lead - Propose page or the Opportunity - Propose page.

Note. The Products section appears on the Propose page in both the Lead component and the Opportunity component. Although the following example shows the Opportunity component, the information applies to both leads and opportunities unless otherwise indicated.

Primary

Select to identify a product as the customer's primary interest.

Product Group

Displays the product group. If you add a product and a product group is associated with the product, the system populates this field.

Product

If you add a product using the Add Product(s) field and the Add button, this field displays the product that you added. If you add a product group using the Add Product Group(s) field and the Add button, this field is editable, and you can search for a product that is associated with the product group.

Price

Displays the price of each unit. Overriding the price here applies a price override only to the opportunity or lead.

When you enter a product, the system displays the product's unit of measure or default unit of measure. The system also displays the product's list price based on the combination of the product ID, currency code, and unit of measure. If you override the unit of measure and a price is calculated for the new unit that you enter, the system displays that price when you refresh the page. Price calculations or adjustments are performed by the PeopleSoft Enterprise Pricer.

Net Price

Displays the price multiplied by the quantity. When you press the Tab key to exit this field, the system calculates and displays the new subtotal.

Add Product(s) and Add

Enter a product and click Add to add the product to the list. You can also leave the text field blank and click Add to select a product from a list.

Add Product Group(s) and Add

Enter a product group and click Add to add the product group to the list. You can also leave the text field blank and click Add to select a product group from a list.

Search or Browse Catalogs

Click to access the online catalog to locate the product and view product details in the product catalog.

Note. All sales users can browse the catalog and add products to opportunities; however, you cannot add a product to an order unless you have licensed PeopleSoft Order Capture.

Generating Quotes and Orders

This section discusses how to generate quotes and orders.

Pages Used to Generate Quotes and Orders

Page Name	Object Name	Navigation	Usage
Lead - Propose	RSF_LEAD_PROPOSE	Sales, Search Leads. Select a lead, and then select the Propose tab.	Generate quotes and orders for a lead.
Opportunity - Propose	RSF_OPP_PROPOSE	Sales, Search Opportunities. Select an opportunity, and then select the Propose tab.	Generate quotes and orders for an opportunity.

Page Name

Object Name

Navigation

Usage

Lead - Propose

RSF_LEAD_PROPOSE

Sales, Search Leads.

Select a lead, and then select the Propose tab.

Generate quotes and orders for a lead.

Opportunity - Propose

RSF_OPP_PROPOSE

Sales, Search Opportunities.

Select an opportunity, and then select the Propose tab.

Generate quotes and orders for an opportunity.

Generating Quotes and Orders

Access the Lead - Propose page or the Opportunity - Propose page.

Note. The Quotes and Orders section appears on the Propose page in both the Lead component and the Opportunity component. Although the following example shows the Lead component, the information applies to both leads and opportunities.

Create Quote and Create Order

Click to create a quote or order with the products displayed in the products grid. The system transfers the user to the Order Capture quote or order component.

If the lead or opportunity is associated with a marketing campaign and the product selected is in that campaign's marketing offer, the system copies the promotion code to the Order Capture pages for that product.

These buttons are available only if you are licensed and integrated with PeopleSoft Order Capture.

Note. You must designate a third-party tax vendor (such as Taxware, Vertex, or WorldTax) on the Order Capture Business Unit Definition page for taxes to be calculated as part of the quote or order. If you don't specify a tax vendor, no tax calculations are included.

See Defining Order Capture Business Units.

Quote and Order History

This tab shows the status, total price, and expiration date of the requests for quotes and orders that are submitted from the Products section of the Propose page.

Click the View Quote Details button to access the Quote component to review or edit this quote's details.

Click the Create Sales Order button to create a sales order from a quote. You can use this button only if the expiration date for the quote is later than the current date.

Click the Print button to access the Correspondence Request page, where you can compose and send an email message containing a quote for a customer.

See Sending a Proposal or Quote to a Customer.

Order Information

Select the Order information tab.

View the order ID and quote ID.

Audit

Select the Audit tab.

Review this information to determine who created or modified quotes and orders and to see when the changes occurred.

Related Transactions

Use this toolbar to quickly access other pages that update information for the lead.

Primary	Select to identify a product as the customer's primary interest.
Product Group	Displays the product group. If you add a product and a product group is associated with the product, the system populates this field.
Product	If you add a product using the Add Product(s) field and the Add button, this field displays the product that you added. If you add a product group using the Add Product Group(s) field and the Add button, this field is editable, and you can search for a product that is associated with the product group.
Price	Displays the price of each unit. Overriding the price here applies a price override only to the opportunity or lead. When you enter a product, the system displays the product's unit of measure or default unit of measure. The system also displays the product's list price based on the combination of the product ID, currency code, and unit of measure. If you override the unit of measure and a price is calculated for the new unit that you enter, the system displays that price when you refresh the page. Price calculations or adjustments are performed by the PeopleSoft Enterprise Pricer.
Net Price	Displays the price multiplied by the quantity. When you press the Tab key to exit this field, the system calculates and displays the new subtotal.
Add Product(s) and Add	Enter a product and click Add to add the product to the list. You can also leave the text field blank and click Add to select a product from a list.
Add Product Group(s) and Add	Enter a product group and click Add to add the product group to the list. You can also leave the text field blank and click Add to select a product group from a list.
Search or Browse Catalogs	Click to access the online catalog to locate the product and view product details in the product catalog. Note. All sales users can browse the catalog and add products to opportunities; however, you cannot add a product to an order unless you have licensed PeopleSoft Order Capture.