New Related Lists
This section describes the various related lists enabled after the draft proposal record is created.
Name | Description |
|---|---|
Actions | Lists the various actions you can execute for this stage of the quoting process. A list of actions with the description of their function is available in Proposal Actions. |
Line Items | Contains the detailed line items (bundles, options, and standalone) of a finalized configuration. This corresponds to the Detail tab in configuration. |
Summary | Contains the summary view (standalone and bundles) of a finalized configuration. This corresponds to the Summary tab in configuration. |
Summary Groups | Contains the totals for the finalized configuration according to the product hierarchy including a Grand Total. |
Notes & Attachments | Enables you to attach any reference document or file relevant to a quote/proposal. The proposal document when generated from the template is stored by the application in this section. |
Open Activities | Enables you to create and assign new task corresponding to a quote. |
Approval History | Initiate and track approvals corresponding to the quote. Note: Note: Approvals can be initiated only if the corresponding approval processes have been set up by the System Administrator. |
Activity History | Lists an Audit history of significant changes during the life of the quote. |
