The Evaluate section allows Supervisors to view all the proposals received and currently waiting for evaluation. The Supervisor can filter proposals by specifying their expiry date, customer and account executive, and click the search button.
For all pending proposals it would be detailed by Code, Description, Creation date, Expiry date, Customer, Account Executive, Amount, Status and Check. The Check column indicates if the proposals has either passed (green balloon) or failed (red balloon) the automatic checking performed based on specific evaluation criteria (set in the Configuration | Parameters section).
A Supervisor, in order to process a proposal, must right-click on the proposal and select one of the following options:
•View Proposal: Display the current selected proposal in read-only mode.
•View Proposal Data Check: It opens a window detailing all conflicting approval criteria (red balloon) encountered during the automatic checking. For example:
From this form it is possible to either approved, reject or re-valuate the proposal.
•Approve: This function approves the proposal, forward it Commercial Order category, the approved proposal would be available in the Approved proposals section as well the Scheduled proposals section.
Each time a proposal is approved, its total amount is automatically added to both customer's and Account Executive's current annual budget.
•Reject: Reject the current selected proposal, the rejected proposal would be moved to the Rejected proposals section.
•Revaluate: It sends the proposal back to the Account Executive for modification as accordance to the attached notes and documents. In this case the proposal would become available for the Account Executive as a 'Running' proposal.