Change a proposal

1. At the Asset Management Main Menu, select Acquisition | Proposals. The Work With Proposals display screen appears.
2. Right-click on the proposal and select Change. The Edit Proposal Capital Cost change screen appears.
3. Make any changes required.
4. Click Enter to save the changes.
5. Click Revenue/Expense . The Edit Proposal Detail change screen appears.
6. Change any revenue and expense rates as required.
7. Click Enter to save the changes.
8. Click Capital Cost . The Edit Proposal Capital Cost change screen appears.
9. To add attachments or add-ons:
   1. Click Add . The Add Capital Cost Detail screen appears.
   2. Fill in the fields as required.

      Attachment Typeidentifies what kind of attachment is being added to the proposal (e.g. reefer, van body, etc.). It is optional. You can click on the Prompt button to select the attachment type from a list.

      Add-on Typeidentifies the action required for an add-on. It is optional. You can click on the Prompt button to select the add-on type from a list. Possible values are:
      - PO - the user must create a purchase order to acquire the add-on.
      - WR - a work request is created when the unit is received, and the work request must be placed on a work order and processed to complete the add-on.

      Descriptionis the name of the add-on (e.g. paint and decal).

      Processing Methodidentifies how the amount should be processed. You can click on the Prompt button to select the processing method from a list. Possible values are:
      - add-on (part of the unit's capital cost);
      - attachment (a separate unit);
      - added to the unit cost. This choice does not create an add-on or an attachment, but just adds the amount into the unit price of the equipment. Beyond the proposal, the effect of this option is the same as numerically adding the amount to the equipment amount. The only reason to use it is if you want to explicitly split the unit price from other amounts that will be factored in by the dealer, such as a delivery charge.

   3. Click Enter . You return to the Edit Proposal Capital Cost change screen.

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