Forms Used to Create a Proposal
Form Name |
FormID |
Navigation |
Usage |
|---|---|---|---|
Sales Order - Manage Existing Order |
W42101C |
Daily Sales Force Automation Processing (G90CA01), Sales Order |
Select a record and access the Proposal Generation program. |
Quote Order - Manage Existing Order |
W42101C |
Daily Sales Force Automation Processing (G90CA01), Quote Order |
Select a record and access the Proposal Generation program. |
Proposal Generation |
W90CA24B |
On the Sales Order - Manage Existing Order or Quote Order - Manage Existing Order form, select a record and then from the Row menu, select Order, then Generate Proposal. |
Run the Proposal Generation program. |
Report Definition Output Repository |
W98630E |
Select a template and click OK on the Proposal Generation form. |
Review the generated proposal. |