Introduction

You can copy a proposal by clicking the [Create] button on the toolbar on the proposal detail page.

There are 2 options when copying a proposal:

1. [Copy Proposal]
2. [New Version]

Copy Proposal

Copy proposal will create a new proposal, and the following details will be copied from the current proposal.

Details Tab

• 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.
• Info
• The proposal process rate per hour values will be updated to the latest charge-out rates for this customer.

Expenses

• All Expenses will be copied.

Sub Contracts

• All Subcontracts will be copied.

Modules & Stations

• All Modules & Stations will be copied.

Sales Order Items

• All Sales Order Items will be copied.

Payment Terms

• All Payment Terms will be copied.

New Version

You can only create a new version of a proposal if it has not yet been converted to a project.

Creating a new version of the proposal will create a new proposal and copy the following details from the current proposal. 

Details Tab

All fields listed in the Details Tab of the "Copy Proposal" section above will be copied, with the addition of the fields below.

• The new proposal's status will be "New"
• 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 Contac
• Electrical Build Contact 
• Software Contact
• Validation Contact
• Concept Type
• Est Design Hours Pre-Proposal 
• Internal Comments 
• Customer Supplied Parts

Markups

• All material markups will be copied.

• Proposal Processes

• All proposal processes will be copied.
• Info
• The proposal process rate per hour values will be copied to be the same regardless of the customer's latest charge-out rates.
• The "Use Custom Rate Per Hour" value will be true for all proposal processes to allow this.

Expenses

• All Expenses will be copied.

Sub Contracts

• All Subcontracts will be copied.

Modules & Stations

• All Modules & Stations will be copied.

Sales Order Items

• All Sales Order Items will be copied.

Payment Terms

• All Payment Terms will be copied.