Retrieving Proposal Information

This section discusses how to review and retrieve proposal information.

Page Name

Definition Name

Usage

Proposal Inquiry Page

GM_PROPOSAL_INQ

Retrieve proposal information.

Use the Proposal Inquiry page (GM_PROPOSAL_INQ) to retrieve proposal information.

Navigation:

Proposal Management > Interactive Reports > Proposal Inquiry

This example illustrates the fields and controls on the Proposal Inquiry page. You can find definitions for the fields and controls later on this page.

Proposal Inquiry page

Select the business unit, customer ID, and status of the proposals that you want to view. Click Retrieve to get a list of proposals that match the criteria that you entered. Click the More Info tab to view begin and end dates for the proposal.

Field or Control

Description

Proposal Link

Click the Proposal Link button to access the Maintain Proposal page.