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You can make changes to a proposal by modifying the details without changing the proposal status. Modifying a proposal may become necessary if something has changed in relation to the project or additional information is needed. Being able to modify proposals ensures accuracy and avoids potential mistakes. When modifying a proposal, you can: Anchor ModifyProposals ModifyProposals
- Post to originating Work Order
- Generate new Work Order
- Select existing Work Order
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You cannot update proposals in the Rejected status. |
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The proposal details are updated. |
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When editing, approving, or placing the proposal on hold, you may run into a warning message stating that a new work order cannot be created for a proposal because the provider is flagged as “Do Not Dispatch” in Compliance Manager. In this case, the Generate New Work Order option will not be available. Read more about Managing “Do Not Dispatch” Providers. |
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