A proposal goes through many stages of processing before it is considered complete. In this article, we explain the different stages.
A proposal can be tracked using a "Basic Status" or a "Detail Status". PREO initially only had a "Detail Status". "Basic Status" was added for a more convenient way to filter data.
Empty - The default status.
Draft - Proposal has been created but has not been submitted for review
Submitted - Proposal has been Submitted for Review. Review is in progress.
Accepted - Proposal review has been complete. Deal is being processed.
Processed - Proposal has been processed (Sales Orders Created). Deal is pending delivery.
Delivered - Deal has been fully delivered. Deal is pending completion steps (Invoicing, Funding, etc)
Completed - Deal is fully completed.
Created/Draft - The default status, Proposal has not yet been submitted.
Under Review - Proposal has been submitted for review.
Process in E-Automate - Proposal review complete, pending Sales Order creation.
Purchasing - Pending purchasing review, purchase order creation (if applicable)
Confirm Deliveries - Deal Sales Orders created, pending delivery confirmation.
Fulfill in E-Automate - Deal fully delivered, pending invoicing.
Get Funding - Deal invoiced, pending funding.
Contracts - Deal funded, pending contract setup.
Finalize - Contracts completed, pending final review and misc. tasks (check requests)
Completed - Deal is complete
