Monitoring and Setting the Status of a Proposal

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The Proposal Status Window is accessed through the Proposals and Documents Window by highlighting a Proposal and clicking on the Status button status.  This window is used to set the Status of the Items on the Proposal and to view detailed information about the Items.

 

For more information on Item Status Types, see Item Status Types and the Company Information Window Item Status Tab.

 

proposal status window

 

You can select the desired Items Status Type from the Set All Items to the Following Status menu.  Then, click the Set button.  Upon doing so, you will be asked "Are you sure that you would like to change the status of all Items on this Proposal?".  Clicking Yes will change the Status of all Items, and the Proposal itself, to the selected Status Type while clicking No will take no effect.  The Proposal Item Status Grid displays information about the Items and can be used in assessing to what Status the Items and Proposal should be set.  Design Manager recommends to set the Proposal as Complete when all of its Items are invoiced to the Client.  Items that are not yet invoiced are displayed in red so they can be detected easily.

 

Click here to see an alternative way to change the Status of the Proposal.

 

 

The columns for the Proposal Item Status Grid are as follows:

 

Location Code (Loc. Code):  The Code of the Location for the Item, if one has been assigned.

 

Location Name:  The Name of the assigned Location.

 

Reference Number (Ref. No.):  The unique Item Reference Number within the Project.

 

Description:  The Client Description of the Item.  You can briefly view the entire Description of the Item by hovering the cursor over this column.

 

Status: The color-coded current Status of the Item will be displayed in this column.  A Right-click with the mouse on the Status column allows the user to set the Status of the Item from the Status Menu.

 

Quantity:  The Quantity of the Item.

 

Estimated Price (Est. Price):  The current Total Estimated Price of the Item as recorded through the Specifications Window.

 

Estimated Sales Tax (Est. Sales Tax):  The current total Estimated Sales Tax of the Item as recorded through the Specifications Window.

 

Estimated Total Price (Est. Total):  The sum of the Estimated Price and Estimated Sales Tax columns.

 

Requested Deposit:  The deposit requested from the Client for the Item as input in the Deposit Amount field on the Item Window - Item Tab at the time the Proposal was generated.

 

Deposit Received:  The amount Deposit actually received for the Item on this Proposal.

 

Check Number (Check No.):  The number of the Check from the most recently received Deposit  from the Client for Item.

 

Invoiced:  The total amount of the Item that has previously been invoiced to the Client.

 

Invoiced Sales Tax:  The total sales tax recorded for the Item during prior invoicing.

 

Invoiced Total:  The sum of the Invoiced and Invoiced Sales Tax columns.

 

Invoice Number (Invoice No.):  The number of the most recent Client Invoice upon which the Item was included.

 

Deposit Applied:  Any Deposit for the Item that was utilized on a prior Invoice will be displayed here.

 

Invoice Balance:  The Invoiced Total less the Deposit Applied.  The Invoice Balance represents the amount due of the Item prior to any Payments being recorded for the Invoice.

 

Payments:  Any Payments on the Client Invoice recorded for the Item.

 

Check Number (Check No.): The number of the Check from the most recent Payment from the Client for Item.

 

Balance Due:  The current amount of the Item that still requires Payment from the Client.

 

Deposit Available:  Any Deposit received for the Item that has not yet been applied to a Client Invoice.

 

Sales Category Code:  The Code of the Sales Category for the Item if one has been assigned.

 

Sales Category Name:  The Name of the assigned Sales Category.

 

Manually Allocate Received Deposit: Click on the link to learn more.

 

Deposit View: Selecting this option will alter the Proposal Item Status Grid slightly in order to aid in reviewing the Deposit information for the Items by removing several columns leaving only the Location Code and Name, Reference Number, Description, Status, Quantity, Estimated Price, Sales Tax, and Total, Requested and Received Deposit, and Deposit Applied and Available columns.

 

proposal status window-dep view