This program enables you to enter service proposals into the Service and Repair system. Use this program to create new proposals or edit existing ones.
When you create proposals, you can import information from existing proposals. They can also be converted into contracts.
The Contract Entry screen consists of the: Header, where you specify the enter customer number, site, effective and expiration dates; Lines, where you include each piece of equipment and its corresponding price, quantity, etc; Footer, where you can add a memo.
Click Field Descriptions for information on each field.
Printing proposals
Use the Contract Print program. Proposals may be imported from other proposals and/or corrected using this entry program.
Removing proposals
Proposals remain in the system even after they are imported to another proposal or contract. To remove proposals from the system, use the Expired Proposal Removal program during the Service and Repair End of Period procedures.