The Service & Repair Proposals subsystem is an optional feature of the FACTS System. The proposal programs allow the user to enter, correct, print and remove Proposals in the system. The user may also import a proposal into a Contract.
Proposals are entered into the system through the Proposal Entry program. The program is similar to all the Sales Orders entry programs in that the Proposal is entered for a particular customer along with the items and prices being proposed. Proposals are entered with an effective date (the system date) and expiration date. Both dates can be modified, as necessary, through the Proposal Entry program.
Proposals may be printed or reprinted through the Proposal Print program and may be corrected through the Proposal Entry program. A Proposal may be corrected and reprinted as often as needed up until the time it is converted to a contract. If the Proposal is not converted at the time of entry, it may be converted at a later date through the same ending routine at the end of the entry program. When a Proposal is converted to a contract, it stays in the Proposal File. Expired proposals may be removed through the End of Period Proposal Removal program by the proposal number and the expiration date (cutoff date).