The Impact of Proposal Service Agreements

If the quotation module is not turned off, you may display a proposal service agreement on Service Agreement - Main. This section describes how Service Agreement - Main differs when a proposal service agreement is displayed.

The SA Status section is replaced with a section that shows the status of the proposal service agreement (proposal SA).

Proposal SA Status defines the state of the proposal service agreement. The Quote Maintenance transaction typically changes the status of a proposal SA when users accept, decline and cancel quote details. If you wish to change the status of a proposal SA independent of this transaction, you can press one of the adjacent buttons

• Click the Activate button to change the status from Pending to Quotable. Note, you can set up the system to automatically make newly created proposal SAs quotable by plugging in the appropriate Proposal SA Creation algorithm on the SA's SA type.
• Click the Accept button to change the status from Quotable to Accepted. When you accept a proposal SA, you will be asked to supply the Start Date of the real service agreement that will be created.
• Click the Decline button to change the status from Quotable to Declined. When you decline a proposal SA, you will be asked to supply a Decline Reason.
• Click the Cancel button to change the status from Quotable to Canceled.
• Click the Reactivate button to return a Canceled or Declined proposal SA to the Quotable state.

If the proposal SA has been declined, the Decline Reason appears beneath Proposal SA Status. Refer to Accepting / Declining Quote Details for more information.

It the proposal SA was changed after a quote detail was generated using the proposal SA's terms, a Remark appears beneath Proposal SA Status highlighting such.

If a real service agreement was created when the proposal SA was accepted, Real SA ID appears and contains the ID of the real service agreement. Refer to Accepting / Declining Quote Details for more information.