1. Customer Relationship Management for Sales Implementation Guide
  2. Understanding Proposal Template

Understanding Proposal Template

To generate a proposal, you can create a template by completing these steps:

  1. Run the Proposal Generation report (R90CA024) to extract tags from various tables.

    The Proposal Generation UBE extracts tags from various tables and generates a sample XML that you use to insert tags into RTF documents. When the system generates a proposal, it replaces the tags with the corresponding data from the JD Edwards EnterpriseOne system.

  2. Create an RTF document.

    After you have the sample XML with all applicable tags, you can create an RTF document based on the sample XML. These documents can contain text, images, and tags.

  3. Create a template using the Proposal Generation Setup program.

    You can use the form header, QBE line, or the Advanced Query function by entering PGProductCodeQuery_P90CA242 in the Query field of the P90CA242 application to search for all templates with product code of 90CA.

    When you finish creating the template, you must activate it so that it is available during proposal generation.

    Note: A template can be active only if the current date is within the template date range.

You create RTF documents using an application such as Microsoft Word that can save documents in RTF format. To insert tags into an RTF document, you have to follow a specific procedure that includes running the Proposal Generation UBE, saving the output XML, and inserting tags from the XML to the RTF template. This allows you to enter only those tags that are recognizable by the JD Edwards EnterpriseOne system. Tags must be inserted into the document correctly, and not typed in. If you type a tag name in the RTF document without inserting the field, the system will not retrieve JD Edwards EnterpriseOne data.

The system creates templates from these individual RTF documents. To be flexible, the RTF documents should not contain too much information. For example, you might want the company logo to reside in its own RTF document so you can place it anywhere in the generated proposal. If the logo is part of the company name and address, you cannot move it to another part of the generated proposal.