Filtering and Searching for 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.
   

    Click here to expand the filtering criteria.

   1. Proposal Date/Scheduled date/Action date.

   2. Assignee. Use this drop-down list to view proposals that have a particular assignee or no assignee at all.

   3. Proposal amount.

   4. Proposals statuses. Select the required checkboxes to display proposals in multiple statuses in the list view.

   5. Trades. Use this drop-down list to select trades one by one or all trades at once.

   6. Categories. Select the Include MLP suggested category checkbox if needed.

   7. Location filters. Use this option to view proposals filtered by any of the following location criterion:

      • Location ID
      • Location address
      • Location name
      • Region
      • City
      • State/Province

      • Country 

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

   9. 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.
      

      Contact your ServiceChannel manager to enable the GL code filter. 

      
      

       Expand 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.
        
        
          
      • By a GL code of the work order linked to this proposal. 
        
        
        
   10.  Expand to view how MLP users search for the proposals.

       MLP users can search for the proposals using 2 ways: 

       • By an AAC added by previous MLP levels when the proposal has been approved.  
         
         
           
       • By an AAC code of the work order linked to this proposal.  
         
         
         

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

         Contact your ServiceChannel manager to enable the AAC code filter. 

         
         

   11. Providers. View proposals assigned to specific service providers. To select a provider, click the Providers drop-down menu, and select the desired provider name. Repeat to add more providers.

   12. W.O. Priority. View proposals of the selected WO priority.

   13. W.O. Status. View proposals of the selected WO status.
   14. W.O. Extended Status. View proposals of the selected WO extended status.

   15. Labels. Use this drop-down list to select proposals with a specific label assigned,

   16. Projects. Use this drop-down list to select proposals that belong to a particular project.

   17. Proposals with Attachments Only / Proposals Without Attachments Only. Use this toggle to locate proposals with attachments / with no attachments.

   18. Proposals with a Work Order Only / Proposals Without a Work Order Only. Use this toggle to get proposals associated with work orders / associated with no work orders.

   Additional filters may be available depending on your system configuration.

3. When ready, click Apply.
   

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

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.

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.

1. Click Edit Filters. The pop-up window 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.

Searching for a Proposal from the List View

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

• Proposal number

• Work order number linked to the Proposal

• Purchase order number

• Project ID