Create Consolidated Proposal

Explanation

Use this activity to create a consolidate proposal. Only one proposal can be created at a given time for a company. If a proposal already exists, the New Proposal command will not be visible.

Creation Date: Actual date the proposal was created.
Consolidation Day: Entered consolidation day when creating the proposal to determine which customers should be included in the proposal.

When selecting the proposal, only the Acknowledge Proposal option should be enabled.

The date range will display the From and Until dates selected to create the proposal. This could be either the invoice date or voucher date based on the selection.

Prerequisites

There should be at least one invoice due for payment.

System Effects

Once an invoice is included in a proposal, it cannot be selected and included in another proposal.