Available in Sage 50 Premium Accounting and higher.
Accept an Existing Proposal
You accept an existing proposal by opening the proposal and checking the Accept Proposal box on the Proposals window. Once you have accepted the proposal, you will be able to bill for the items on the proposal in Sales Invoicing and Progress Billing.
In addition, Sage 50 will automatically update the Estimated Revenues fields in the job record for jobs that are specified on the proposal and whose Billing Method is Percent of Proposal.
To accept an existing proposal
- Select Tasks >Quotes/Sales Orders/Proposals >Proposals.
- Select the List button in the toolbar.
- On the Select Proposal window, highlight the proposal you want to accept and click OK.
- Check the Accept Proposal check box.
- Click Save to save changes, Print to save the proposal and print it, or Email to save the proposal and email it.
Note: Proposals will not auto-create purchase orders.