ORDER PROCESSING Features

Proposals get a Job Number on submitting versus review completion.

Proposals are now considered "WON" when a Sales Rep completes the submit for review process. Submitting for Review will:
- Create a Job Number
- Put the Proposal in the "Under Review" stage
Job Numbers are created one stage earlier now and all deals will have a job number from the "Under Review" stage onward. Previously, the Job Number only displayed after the Review was complete and the deal was in the Processing stage.

Deals within the "Under Review" stage can be flagged for "Prestage". Enabling this will:
- Place the Deal in the "Pending Prestage" queue on the Order Management page.
- Enable Sales Quotes to be created on the Processing Page.
This feature is meant to facilitate creating quotes in E-Automate prior to the Review completion. This is meant to be used as an exception-process for deals that require early setup and should be only used when authorized by appropriate Regional resources.

Deals within the "Fulfilment" or "Funding" stages can be flagged for "Shell Contract". Enabling this will:
- Place the Deal in the "Pending Shell Contract" queue on the Order Management page.
This feature is meant to give the Contracts team an early indication of which deals require Contract setup. This is meant to be used as an exception-process for deals that may benefit from setting up the contract in E-Automate prior to receiving funding and should only be used when authorized by appropriate Regional resources.