Understanding Proposal Generation

You can use the proposal generation feature to produce sales proposals from quotes or sales orders. Use the Proposal Generation program (P90CA24) to select the desired template that you set up using the Proposal Generation Setup program (P90CA242).

The system enables you to easily define templates to include details such as the address to which the order will be shipped, the requested ship date, the item details, and special delivery instructions, and also images, such as company logo. You then attach the associated RTF documents to the template.