Create a proposal

1. At the Asset Management main menu, select Acquisition | Proposals. The Work With Proposals display screen appears.
2. Click Add . The Edit Proposal Capital Cost change screen appears.
3. Type in or select the Contract Type.

   Contract Type: the kind of standard contract that is being proposed (e.g. full service lease, lease, etc.). You can click on the Prompt button to select the contract type from a list.
        The template (created in the Lease Rental module) for the selected Contract Type determines what the lower portion of the screen looks like and the values that Enrich enters into some of the fields. You will likely have a group of capital cost records: equipment, add-ons, attachments; a group of revenue records: rates from contract sections; and a group of expense records. The capital cost records are added to the first proposal screen, and the rates and expenses are added to the second proposal screen.

4. Leave Unit blank. It will be assigned by the system once the requisition has gone through all the necessary approval stages.
5. Fill in the remaining fields as required.

   Facilityis the location generating the proposal. You can click on the Prompt button to select the facility from a list.

   Poolis the equipment pool this proposal is for (e.g. lease, rental). You can click on the Prompt button to select the pool from a list.

   Lease Termis the number of months the proposed lease will run.

   Sales Personis a specific sales person responsible for this customer. It is optional. You can click on the Prompt button to select the sales person from a list.

   Customeris the customer this proposal is for. You can click on the Prompt button to select the customer from a list.

   Quantityis the number of equipment units of the specified type this proposal will cover. If you required additional units of a different type, click Add to get a new page.

   Required Dateis the date the proposed equipment units are required. You can click on the calendar button to select the date.

   Gross Weightis the rated weight of the proposed equipment unit(s) when loaded to capacity. It is optional.

   Gross Margindefines the markup that will be added onto the cost of the proposed equipment. This is informational only.

   Interest Rateis the interest rate the customer will be charged for the equipment. This is informational only.

   Specification Referenceis the name of the paper specification being used. It is optional, and informational only. Note that a standard specification cannot be added to a proposal.

6. Click Enter . Capital cost information will be brought in automatically based on the selected contract type.
7. Change any capital cost fields that can be changed, if required.

   Attach Unitidentifies any units that will be attached to the main proposed unit.

   Capital Costis the amount the proposed equipment units will cost the company to acquire, to 2 decimal places.

   Resid %is the percentage of the capital cost that will be retained in value at the conclusion of this proposed agreement.

   Makeis the manufacturer of the equipment unit(s). Only one per proposal. You can right-click in the field and select Prompt to select the make from a list.

   Modelis the type of equipment unit(s). Only one per proposal. You can right-click in the field and select Prompt to select the model from a list.

   Yearis the year the equipment unit(s) were made. Only one per proposal.

   EqTypeis the type of equipment unit being proposed. Only one per proposal. You can right-click in the field and select Prompt to select the equipment type from a list.

   Engineis the type of engine in the equipment unit(s). Only one per proposal. You can right-click in the field and select Prompt to select the engine from a list.

8. Click Enter .
9. Click Revenue/Expense . The Edit Proposal Detail change screen appears.
10. Change any revenue and expense rates as required.
11. Click Enter to save the changes.
12. Click Capital Cost . The Edit Proposal Capital Cost change screen appears.
13. If the unit(s) will have 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 to save the details. You return to the Edit Proposal Capital Cost change screen.
    4. If necessary, type in the Capital Cost of the new add-on or attachment.
    5. Click Enter to save the capital costs.

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