Introduction

You can copy a proposal by clicking the Create button on the toolbar on the proposal detail page. There are two options:

1. Copy Proposal
2. New Version (Supersede)

Permission required: Copy permission.

Copy Proposal

Copy Proposal creates a new proposal and duplicates the following details from the current proposal. Use this when you want to create a new proposal based on an existing one, for example when costing a similar project for a different customer.

Details Tab

The following fields are copied to the new proposal:

• Is Project R&D
• Project Type
• Project Group
• Title
• Customer
• Customer Contact
• Currency Code
• Currency Rate
• Proposal Rating
• Description
• Delivery Lead Time
• Machine Rate

Markups

• All material markups will be copied.

Proposal Processes

• All proposal processes will be copied.

Note: The proposal process rate per hour values will be updated to the latest chargeout rates for this customer.

Expenses

• All expenses will be copied.

Sub-Contracts

• All sub-contracts will be copied.

Modules & Stations

• All modules and stations will be copied, including their parts, labour, sub-contracts, and expenses.

Sales Order Items

• All sales order items will be copied.

Payment Terms

• All payment terms will be copied.

New Version (Supersede)

Creates a new version of the current proposal. You can only create a new version of a proposal if it has not yet been converted to a project. Use this when revising a proposal that has already been submitted to a customer. It maintains an audit trail of all previous versions.

The new version copies everything listed in the Copy Proposal section above, with the following additions and differences:

Details Tab — Additional Fields

• The current proposal’s status will change to Superseded.
• The new proposal’s status will be set to New.

The following additional fields are also copied:

• URS / Part Spec.
• Part Spec Received Date
• Purchase Order Number
• Enquiry Received Date
• Proposal Due Date
• Agreed P.O. Date
• Customer Delivery Date
• Forecasted P.O. Date
• Project Manager
• Project Leader
• Mechanical Engineering Contact
• Mechanical Build Contact
• Electrical Engineering Contact
• Electrical Build Contact
• Software Contact
• Validation Contact
• Concept Type
• Est Design Hours Pre-Proposal
• Internal Comments
• Customer Supplied Parts

Proposal Processes — Rate Behaviour

Unlike Copy Proposal, the process rate per hour values are copied exactly as they are, regardless of the customer’s latest chargeout rates. The Use Custom Rate Per Hour value will be set to true for all proposal processes to preserve the original rates.

Markups

• All material markups will be copied.

Expenses

• All expenses will be copied.

Sub-Contracts

• All sub-contracts will be copied.

Modules & Stations

• All modules and stations will be copied, including their parts, labour, sub-contracts, and expenses.

Sales Order Items

• All sales order items will be copied.

Payment Terms

• All payment terms will be copied.