Understanding Proposal Creation

You use the Proposal Generation program to create a proposal and associate it with a sales order.

You access the Proposal Generation program from the Sales Order - Manage Existing Order form. This form is accessible from either of these Sales Order Entry programs:

  • P4210

  • P42101

When you run the Proposal Generation program, the system automatically runs the embedded Proposal Generation report (R90CA024). This is an embedded BIP report that generates the PDF or the other specified output for proposal generation. You can then open and view the generated report from the Submitted Jobs option of the Row menu of the View Report output program (P95630).