The Approved section shows all proposals the Supervisor has approved; you can filter the proposals by date and customer.
Filters
Period - Specify the validity period of proposals to be displayed.
Customer - If set, only those proposals/orders associated with the customer would be displayed.
Proposal code - If set, only those proposals/orders matching the given proposal code would be displayed.
Spot code - If set, only those proposals/orders matching the given spot code would be displayed.
Include orders not derived from proposals - If checked, besides approval proposals, the orders are set as "approved".would also displayed.
From the filtered results, you can right-click on the proposal and select one of the functions listed below, which are explained in the Context Proposals Actions chapter:
•View Proposal
•Modify proposal
•Archive (archives the proposal and removes it from the list)
Moreover, you can click the <Report> button to generate a report containing the list of all the retrieved proposals.
A Supervisor is allowed to modify an approved proposal. A warning message would pop up for the Supervisor to confirm the changes made to the proposal.
In the Description field, an operator without Supervisor rights can modify the description of an approved proposal if "Sales Proposal \ change_proposal_scheduled" is assigned to the operator.