Orders Are Used To Create Proposal SAs
Proposal SAs can only be created using the order transaction. This transaction allows a user to pose eligibility-oriented questions to a customer or prospect. The system determines which packages of goods and services for which they are eligible based on the answers to the questions. If the customer is interested in receiving a package, one or more SAs (real and/or proposal) are created using the SAs To Create information defined on the selected package.
You must setup campaigns and packages before you can create an order. If you are not familiar with the order transaction, you should take the time to form an intuitive understanding of the concepts described under Sales & Marketing. With this knowledge in place, you can design and set up the campaigns and packages necessary to allow an order to create proposal SAs. Keep in mind that a single switch controls whether real SAs or a proposal SAs are created when a package is selected on the order transaction. This switch resides on Package - SAs To Create.
A package could create a combination of real and proposal SAs. When a customer elects to take a package of goods and services (via the order transaction), the system creates a service agreement for each SA type / start options defined on the package's SAs To Create. It is possible to setup a package to create both real and proposal SAs. For example, the customer may be calling you to start electric service, but they may also be interested in seeing a proposal for gas service.
You don't create special SA types for proposal SAs. The SA type on a proposal SA is the same as the SA type on the real SA that's created when the proposal SA is accepted. This is because the business rules on your SA types govern both real and proposal SAs.
You don't need special start options for proposal SAs. The start options that you setup to default information onto new, real service agreements are also referenced on the SA To Create information used to create proposal SAs.