Firm Setup - Proposals Overview

If you use the Proposals module, you use the Firm Setup - Proposals feature of Organization Configuration to set up "Proposal Firms."

254/255/330 Proposals and Organization Reporting

The 254/255/330 Proposals modules use the federal government's "office location" model of companies, which refers to each office location as a "Proposal Firm."

Whether or not your company uses the Organization Reporting feature, and whether or not, if used, your organizations correspond to your company's office locations, you must set up a Proposal Firm for each office location whose personnel and other data you plan to use in proposals. You set up proposal firms in Configuration > Organization > Firm Setup - Proposals.

If your company does use the Organization Reporting feature, your company data is maintained by organization. For the 254/255/330 Proposals modules to retrieve this organization data for 254, 255 and 330 proposals, you must add each organization (whose data will be needed for 254, 255 and 330 proposal generation) to the Associated Organizations tab in Configuration > Organization > Firm Setup - Proposals.

If your company has not installed the 254/255/300 Proposals module, the Additional Info tab of Firm Setup - Proposals does not include the Service Fees grid.

Custom Proposals and Organization Reporting

The Custom Proposals module retrieves your company's data by organization. You need not set up proposal firms in Firm Setup - Proposals.

However, if your custom proposals use any merge codes that require company-wide data, you must set up a proposal firm record and enter your company-wide data there. For example, your company's full name and complete address may not display in an organization record. If this is the case, you must set up a proposal firm to include this data in your proposals.