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 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.
      

      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. 
        
        
        

   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.
      
      
      

      Contact your ServiceChannel manager to enable the AAC code filter. 

      
      

       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.  
        
        
        

   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. Priority. View 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.

   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 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,

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.