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Select Maintain Proposal

Selecting ‘Maintain Proposal’ to maintain proposal details of the customer.

Proposal ID

Enter a valid proposal id. This field is mandatory if ‘Numbering Type’ is manual. Mandatory.

Help facility available

Proposal Description

Enter the proposal description. On entering the proposal id, the description for proposal is displayed.

Status

The status of the proposal. The status could be of the following types:

·         Saved – On clicking “Save” pushbutton

·         (Pending for Authorization – Create)  – On clicking “Submit” pushbutton

·         (Pending for Authorization – Amend) – On clicking “Amend” pushbutton

·         Authorized – On clicking “Authorize” pushbutton

·         Deleted – On clicking “Delete” pushbutton

·         Rejected – On clicking “Reject” pushbutton

Version Number

This field displays the proposal version number. This version number is fetched from the Proposal screen. Mandatory.

Note: The version number is updated when there is any change in the entered details after authorization. The version number is updated on clicking “Amend” pushbutton.

Version Effective Date

Enter the version effective from date. Mandatory.

Proposal Date

Enter the proposal start date. Mandatory.

Organization Unit

From the drop-down list box, select the required option. The combo is defaulted with the login OU for you to choose. Mandatory.

Numbering Type

From the drop-down list box, select the required option. The combo is loaded with various numbering type options for you to choose. Based on the selected numbering type, the proposal id is generated on clicking “Save” pushbutton. The system displays “Select” by default on launch of the page. Mandatory.

Opportunity ID

Enter a valid opportunity id.

Help facility available

Opportunity Description

On entering the opportunity id, the description for the opportunity is displayed.

Prospect Code

This field is defaulted with the prospect code entered in the Opportunity Screen. From the drop-down list box, select the required prospect code. The combo is loaded with various options for you to choose. Mandatory.

Prospect Name

On selecting the prospect code, the name of the prospect is displayed.

Proposal Stage

If the proposal is attached to the PO, the proposal status will be “PO Received” and If the proposal is attached to a project, the proposal status will be “Converted”.

Proposal Submission Date

Enter the proposal submission date. Mandatory.

Note: The “Proposal Submission Date” should not be lesser than “Proposal Date”.

Probability Success

On entering the opportunity id, the Probability Success of the opportunity is displayed. 

Billing Type

From the drop-down list box, select the required billing type. The combo is loaded with various options for you to choose. The system displays “Select” by default on launch of the page. Mandatory.

Note: Based on the selected billing type, the relevant tab is loaded in the “Proposal Estimation” screen.

Primary Department Code

Enter a relevant primary department code. Mandatory.

Help facility available

Primary Department Name

On entering the primary department code, the primary department name is displayed.

Primary Account Manager Code

Enter a relevant primary account manager code.

Primary Account Manager Name

On entering the primary account manager code, the primary account manager name is displayed.

Cost  Rate Card

Enter a relevant cost rate card id.

Help facility available

Revenue Rate Card

Enter a relevant revenue rate card id.

Help facility available

Currency

The currency type gets defaulted depending on the cost rate card. You are also allowed to select the currency type (if the cost rate card is not provided) from the drop-down list. The combo is loaded with various currency options for you to choose. The system displays “Select” by default on launch of the page. Mandatory.

Estimated Proposal Value

Enter the estimated proposal value for the new customers.

Margin Percentage

Enter the margin percentage on the proposal.

RFQ Reference No

Enter the RFQ Reference Number for reference.

RFQ Received Date

Enter the RFQ Received Date for reference.

RFQ Due Date

Enter the RFQ Due Date for reference.

Proposal Value

The proposal value is calculated and displayed in this field.

Man Power Cost

The man power cost is calculated based on the cost rate card value entered in the screen.

Travel Expenses

The travel expenses entered in the “Maintain Estimation” screen is displayed in the “Maintain Proposal” screen.

Other Expenses

The other expenses entered in the “Maintain Estimation” screen is displayed in the “Maintain Proposal” screen.

Gross Margin (Amount)

The Gross Margin is arrived by subtracting the total cost from total revenue.

Gross Margin = Revenue – Cost.

Note: The Gross Margin amount can also be a negative value.

Gross Margin (%)

The Gross Margin percentage is calculated using the formula (Revenue – Cost/Cost).

Note: The Gross Margin percentage can also be a negative value.

Contact Person

Enter the name of the contact person.

Contact Number

Enter the contact number of the customer.

Email

Enter the email id of the contact person.

Proposal Type

From the drop-down list box, select the required proposal type. The combo is loaded with the proposal types defined in quick codes. The system displays “default” on launch of the page.

Bidding Type

From the drop-down list box, select the required bidding type. The combo is loaded with the bidding types defined in quick codes.

Engagement Model

From the drop-down list box, select the required engagement model. The combo is loaded with the engagement models defined in quick codes.

Person Incharge Code

Enter a valid employee code of the person in charge.

Help facility available

Tentative Start Date

Enter the tentative start date.

Tentative End Date

Enter the tentative end date.

Classification

From the drop-down list box, select the required classification. The combo is loaded with the classifications defined in quick codes.

Project Category

From the drop-down list box, select the required project category. The combo is loaded with the project categories defined in quick codes.

Project Size

From the drop-down list box, select the required project size. The combo is loaded with various options defined in quick codes.

Region Head Code

Enter a valid employee code of the region head.

Help facility available

Secondary Department Code

Enter a valid code of the secondary department.

Help facility available

Secondary Account Manager Code

Enter a valid code of the secondary account manager.

Help facility available