Use the SF254 Proposals toolbar to create or modify SF254 proposals.
Field | Description |
Save
|
Click this option to display the Save Proposal form and save the proposal under a
Proposal Name.
|
New
|
Click this option and select one of the following:
|
Delete SF254
|
Click this option to delete the current SF254 proposal from the
Vision database.
If you delete a proposal from the
Vision database, you
cannot undo the deletion.
|
Open
|
Click this option and select a proposal from the SF254 Lookup.
|
Edit
|
Click this option and select one of the following:
-
Preferences — Opens the 254 Preferences dialog box. Use this form to review and change the formatting and other settings for proposals before you start to make a new SF254 proposal.
-
Template Editor — Opens the SF254 Template Editor dialog box. Use this dialog box to create, change, and manage SF254 merge templates.
|
Merge
|
Click this option to display the Merge SF254 form. Use this form to start the procedure to merge the data into an SF254 proposal document.
|
Help
|
Click this option to display the
Vision online help for SF254 Proposals.
|