Event Planner: Viewing Proposal Status

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(New page: Each proposal has one of the following statuses: * New Proposal - a newly created proposal that has not been sent or printed. * Proposal Sent - a proposal that has been sent or printed. *...)
Current revision (13:29, 1 December 2011) (edit) (undo)
 
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[[Image:X3FallOnlyIcon.png]]
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This feature is available beginning in FTD Mercury X3 Fall.
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Proposals created in Event Planner are organized by status to let you know where they are in the process. The [[Event Planner: Event Dashboard|Event Dashboard]] indicator buttons show how many proposals fall into New, Sent, Accepted or Rejected statuses. The All Open Proposals indicator shows the combined number of proposals that are New, Sent, or Accepted. The indicator buttons (aside from Upcoming Events) display events for the next 365 days. If you want to see events that fall outside of this range, you can perform an advanced search and include status as a criteria.
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Each proposal has one of the following statuses:
Each proposal has one of the following statuses:
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* New Proposal - a newly created proposal that has not been sent or printed.
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<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; ">
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* Proposal Sent - a proposal that has been sent or printed.
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<tr style="background:#D1BC61;">
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* Accepted - a proposal that you have marked as having been accepted by the customer. You can only create orders for accepted proposals.
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<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold; width: 150px;">Status</td>
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* Rejected - a proposal that you have marked as rejected by the customer. You can still edit a rejected proposal and send it again to the customer.
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<td style="padding: 3px; text-align left; font-size: 10pt; font-weight: bold;">Description</td>
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* Order Created - a proposal that has been accepted and you have created the order(s) for; once you create the order(s), you can no longer modify the proposal.
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<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">New Proposal</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">A newly created proposal that has not been sent or printed.</td>
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</tr>
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<tr style="background:#f2ebd8;">
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<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Proposal Sent</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">A proposal that has been either emailed or printed.</td>
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</tr>
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<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Accepted</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">A proposal that you have marked as having been accepted by the customer. You can only create orders for accepted proposals.</td>
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</tr>
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<tr style="background:#f2ebd8;">
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<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Rejected</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">A proposal that you have marked as rejected by the customer. You can still edit a rejected proposal and send it again to the customer.</td>
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</tr>
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<tr>
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<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Order Created</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">A proposal that has been accepted and you have created the order(s) for; once you create the order(s), you can no longer modify the proposal.</td>
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</tr>
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</table>
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The Event Dashboard indicator buttons list how many proposals fall into New, Sent, Accepted or Rejected statuses. The All Open Proposals indicator shows the combined number of proposals that are New, Sent, or Accepted. The indicator buttons (aside from Upcoming Events) display events for the next 365 days. If you want to see events that fall outside of this range, you can perform an advanced search and include status as a criteria.
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[[Event Planner|Back to Event Planner]]

Current revision

Image:X3FallOnlyIcon.png

This feature is available beginning in FTD Mercury X3 Fall.

Proposals created in Event Planner are organized by status to let you know where they are in the process. The Event Dashboard indicator buttons show how many proposals fall into New, Sent, Accepted or Rejected statuses. The All Open Proposals indicator shows the combined number of proposals that are New, Sent, or Accepted. The indicator buttons (aside from Upcoming Events) display events for the next 365 days. If you want to see events that fall outside of this range, you can perform an advanced search and include status as a criteria.

Each proposal has one of the following statuses:

Status Description
New Proposal A newly created proposal that has not been sent or printed.
Proposal Sent A proposal that has been either emailed or printed.
Accepted A proposal that you have marked as having been accepted by the customer. You can only create orders for accepted proposals.
Rejected A proposal that you have marked as rejected by the customer. You can still edit a rejected proposal and send it again to the customer.
Order Created A proposal that has been accepted and you have created the order(s) for; once you create the order(s), you can no longer modify the proposal.


Back to Event Planner

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