Account Executive Mode

202.2.2.21 Archived

Under the Archived section, all the proposals which already been approved or rejected would be displayed. Archived proposals can be viewed by right-click on proposal and selecting the appropriate option:

Filters


Period - Specify the validity period of proposals to be displayed.

Customer - If set, only those proposals/orders associated to the given customer would be displayed.

Proposal code - If set, only those proposals/orders matching the given 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, also orders set as "approved" would be displayed.

•View proposal: It allows to consult the proposal in read-only mode.

•Modify proposal: It allows to change the proposal lines and the expiry date  (i.e. this requires the 'enable users to change the expiry date'  to be active)  to make the proposal valid again.