I think it’s worth pointing out that most proposals of course have a date at which point they expire; and whilst similar in concept to a valid sales quotation period, may be subject to more complex legal rules (dependent on jurisdiction and/or industry) such as the posting rule/mailbox rule which could mean, for example, that proposals pERP thinks have expired could technically still be valid. Because of this it’s probably not a great idea to wholly rely on all the regular date fields in the relevant apps as these could inadvertently change as the orders are updated. You might want to create your own manual date fields to track anything specific to your type of proposals. The last thing you may want is a legal claim because some dates silently got changed and you mistakenly reneged on a valid offer.
http://en.wikipedia.org/wiki/Posting_rule
http://en.wikipedia.org/wiki/Offer_and_acceptance
Just some food for thought,
Paul
pERP already supports this, but not by the name ‘proposal’.
Under Admin -> Accounts Payable -> Site configuration, turn on ‘Orders
require approval’.
This will add the extra step to your ordering process. There is
something similar for sales orders as well.
Nathan
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