Sales Proposals

You can use the proposal generation feature to produce customized letters and sales proposals. This feature enables you to mix and match predefined document components, which contain links to data that is stored in JD Edwards EnterpriseOne tables. You specify the components, and the order in which they appear, and the system generates customized documents based on the component setup. For example, you can create a customized letter for each customer that contains the company logo, a description of a new product, and pricing information.

The proposal generation feature uses templates that let you easily attach document parts (such as a quote detail and quote summary) to a proposal document. For example, you can generate a proposal that include the address to which the customer's last order was shipped, the estimated or actual order start dates, and any special delivery instructions the customer has specified.

To supplement the templates that the JD Edwards EnterpriseOne system provides, you can create new templates. Before you create a template, you must create the document parts, or components, that are used in the template. Components can consist of text and images. You then create a template by attaching components. As needs change, you can modify or delete templates.

If you generate a proposal directly from a quote order or sales order, the system attaches the proposal to the order as a media objects. You can make proposals available online, email the proposal, or print the proposal.

You use these programs to create and maintain proposals:

• Mail Merge and Doc Generation Maintenance Application program (P980040).

  Note (release 9.2 update): The Mail Merge feature has been deprecated as part of bug 28911261.

• Create MailMerge Documents program (P980013).

• Maintain MailMerge Documents program (P980014).

• MailMerge Documents Search and Select program (P980014S).