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.
Filtering Proposals
You may filter proposals by their status, submission date, assigned user, and other criteria.
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.
In the Filters panel, apply filters to retrieve the proposals you need.
When ready, click Apply.
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.
The maximum number of proposals you can view on the Proposals List is 100.
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.
Your saved filters are only available to you. Saved filters cannot be shared with others.
- Select the desired filtering criteria.
- Click Save Current Filter. A text field appears.
- 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.
Editing Filters
After you save a filter set, you may need to edit some of its options.
- 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.
- Add or remove any filtering criteria as needed.
- Click Save Current Filter. The name of your selected filter appears in the text field.
- Click Update Existing Filter.
The filter set is updated.
Deleting Filters
When you don’t need a saved filter anymore, you can delete it.
- Click Edit Filters. The popup with a list of saved filters appears.
- 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,
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.
On the Proposals List page, click Search to activate the Search panel.
Enter the required number in corresponding search field.
- Click Enter. The Proposal List will be refreshed with new information.
Searching for a Proposal from the ALP
Alternatively, you can search for a proposal from the Search panel on the ServiceChannel Home page.
- In the Search menu, select by Proposal #.
- Enter the Proposal number in the search field.
- Click SEARCH
