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Before taking action on proposals, you may have to find the proposals you need. You can either use the Filter or Search panels to find the required proposals. These panels are located to the left of the Proposal List. This panel is expanded by default, but you can collapse it to view the Proposals list better. In the Filter panel, you can filter proposals by their status, submission date, assigned user, amount, location, trade, category, provider and other criteria. When on the Filter section, you can apply filters one by one — every time you select a filter, the Proposals List refreshes and displays updated results.

Info

Use this option when the number of proposals and the number of filters to apply to is not very large.

You can locate proposals with the filter and search tab. Using the filter and search tab saves time when having to locate specific proposals. Each method provides an accurate and quick approach to finding any proposal.

The filter options allows you to select from a variety of criterions to pinpoint then find proposals that fit into those selections. For example, you can select the location ID, provider, and amount filters and proposals appear on the list view based on the criterion. You can also locate proposals by saving your filter selections for future use. Saved filters can be edited and deleted at any time. 

The search options allows you to find a specific proposal by using at least one of the search choices. You can also search for proposals by using the ALP. 

At any given time, you can revert back to Legacy View for proposals. 

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FilteringProposals
FilteringProposals
Filtering Proposals

You may filter proposals by their status, submission date, assigned user, and other criteria.

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title⦿ How to Filter Proposals

  1. On the top navigation bar, click Proposals. Alternatively, you can click the menu icon in the upper-left corner and select RFPs / Proposals> View/Process Proposals.

  2. In the Filters panel, apply filters to retrieve the proposals you need.

    Expand
    titleClick here to expand the filtering criteria.

    1. Proposal Date/Scheduled date/Action date.

    2. Assignee. Use this dropdown to view proposals that have a particular assignee or no assignee at all.

    3. GL code. Type in the GL code to search for needed proposals in the GL Code Filter field.GL codes can be added to the proposals during the approval process.

      Note

      Contact your ServiceChannel manager to enable the GL code filter. 


      Expand
      titleExpand to view how MLP users search for the proposals.

      MLP users can search for the proposals using 2 ways: 

      • By a GL code added by previous MLP levels when the proposal has been approved.

        Screenshot showing the approval code fieldImage Added
                  
      • By a GL code of the work order linked to this proposal. 

        Screenshot showing the GL code on the work orderImage Added


    4. Additional Approval Code. If proposals have additional approval codes, first, enter the AAC Name, and, in the field that appears below the AAC Name field, enter the AAC Value. You can add several values for one search to view more proposals. 
      In the example below, AAC Name – Repair Approval Code, AAC Value – 63525-2.

      Screenshot showing the AAC code filterImage Added

      Note

      Contact your ServiceChannel manager to enable the AAC code filter. 


      Expand
      titleExpand to view how MLP users search for the proposals.

      MLP users can search for the proposals using 2 ways: 

      • By an AAC added by previousMLP levels when the proposal has been approved.  

        Screenshot showing additional approval codesImage Added
                  
      • By an AAC code of the work order linked to this proposal.  

        Screenshot showing the AAC codes of the work orderImage Added


    5. Amount. Proposal amount.

    6. Proposals Statuses (checkboxes). Apply this filter to view work orders in multiple statuses.

    7. Trades. Use this dropdown list to select trades one by one.

    8. Categories (Select the Include MLP suggested category checkbox if needed).

    9. Location filters. Use this option to view work orders filtered by any of the following location detail:

      • Location ID
      • Location Address
      • Location Name
      • Region
      • City
      • State/Province

      • Country 

      • District

    10. Location notes. You may filter proposals by location note headers that are set up for your company in the Admin module. 

    11. Providers. View work orders assigned to specific service providers. To select a provider, click the Providers dropdown menu, and select the desired provider name. Repeat to add more providers.

    12. Work order priorityPriority. View work orders of proposals of the selected WO priority.

    13. Labels. Use this dropdown to select proposals with a specific Label applied,

    14. Projects. Use this dropdown to select proposals that belong to a particular project.

    15. Proposals with Attachments Only. Select this checkbox to get work orders with attachments.

    16. Exclude Proposals with a Work Order. Select this checkbox to get proposals without work orders.
    Info

    Additional filters may be available depending on your system configuration.



  3. When ready, click Apply.

Info

The maximum number of proposals you can view on the Proposals List is 100. Should you receive an error, go back to the Search and Filter page, and modify your search criteria.

You land on the Proposals List displaying proposals based on the filters you applied.


Info

The maximum number of proposals you can view on the Proposals List is 100.

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SavingFilters
Saving Filters

In your everyday work, you may need to apply the same set of filters over and over again.

For this purpose, once you select the filters you need, you may save them as a set and use this set later on. Also, you can select which of your saved filter sets should appear on QuickView. You can edit or even delete saved filters when you don’t need them anymore.

Info

Your saved filters are only available to you. Saved filters cannot be shared with others.


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title⦿ How to Save a Filter Set
  1. Select the desired filtering criteria.
  2. Click Save Current Filter. A text field appears.
  3. Enter the filter set name, and click Save Filter.

The filter is saved, and its name is displayed in the My Saved Filters drop-down list.


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Editing Filters

After you save a filter set, you may need to edit some of its options.

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title⦿ How to Edit a Filter Set
  1. In the My Saved Filters drop-down list, select the filter set you want to edit. The Proposals List refreshes applying the selected filter set.
  2. Add or remove any filtering criteria as needed.
  3. Click Save Current Filter. The name of your selected filter appears in the text field.
  4. Click Update Existing Filter.

The filter set is updated.

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DeleteFilters
Deleting Filters

When you don’t need a saved filter anymore, you can delete it.

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title⦿ How to Delete a Filter Set
  1. Click Edit Filters. The popup with a list of saved filters appears.
  2. Click the trash icon next to the desired filter, and click Save. The filter is deleted.

Before taking action on proposals, you may have to find the proposals you need. You can search for proposals using the search fields available in the Search panel located to the left of the Proposal List. Alternatively, you can search for a proposal from the Search panel on the ServiceChannel Home page,

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SearchProposals
Searching for a Proposal from the List View

In the Search panel, you can find the required Proposal using the following:

  • Proposal number.

  • Work order number linked to the Proposal.

  • Purchase order number.

  • Project ID.

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title⦿ How to Search for Proposals

  1. On the Proposals List page, click Search to activate the Search panel.

  2. Enter the required number in corresponding search field.

  3. Click Enter. The Proposal List will be refreshed with new information.

Image Added

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Searching for a Proposal from the ALP

Alternatively, you can search for a proposal from the Search panel on the ServiceChannel Home page.

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title⦿ How to Search for a Proposal from the ALP
  1. In the Search menu, select by Proposal #.
  2. Enter the Proposal number in the search field.
  3. Click SEARCH

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