This Help File Page was last Modified on 11/27/2017
•The New Account Approval functions works as follows:
✓Therefore, that Proposal is automatically inserted into the Grid of this New Account Approval Form awaiting that Sales Manager review process.
❑Accessing the New Account Approval dialog:
•To view the New Account Approval Form:
a)From the Backstage Menu System Select Maintenance and Choose Prospect And Proposal then Click the Account Approval option, or
b)From the Quick Access Menu, Select Maintenance and Choose Prospect And Proposal then Click the Account Approval option.
New Account Approval Form
❑Understanding the New Account Approval dialog:
•There are three sections on the New Account Approval Form
1.Ribbon Menu - Provides the basic commands required to use this New Account Approval Form (see the "Using the Ribbon Menu in the New Account Approval dialog" discussion below)
2.Find and Clear - Provides an incremental search Search capability used when the list of Proposals is too long to easily locate the required Proposal record.
•Choosing which Data Columns are to be included in the New Account Approval dialog - Proposal Listing Grid
✓Click the asterisk (¬) at the left of the data grid's Header row (see the mouse pointer in the illustration above) to display a list of all of the column names - and associated data - which may be displayed.
✓By default, all Column Names will be Checked.
✓Remove the Check mark (Click on the Check to remove it) to hide that column of data from the data grid.
•Explanation of the Data Columns in the Proposal Listing Grid on the New Account Approval Form:
✓Account ID - This is the internal record number of the individual Prospect or Subscriber
✓Status - The Status field entry is chosen from a Drop-Down Selection List of the previously defined Account Approval Types Form
▪That assigned Account Approval Type will determine what next step(s) need to be executed by the system (based on the "rules" (i.e., Action Steps) established for the selected Account Approval Type):
1.Whether or not the Proposal is to be accepted.
2.If the Proposal is accepted it determines:
b.What document should be created:
i.an Invoice for the Proposed items,
ii.a Job Costing record.
c.If one or more Emails should be sent to specified individuals.
3.Choose the appropriate Status to execute the defined Action Steps required by that selected Account Approval Type.
✓Name - The account name of the Prospect or Subscriber
✓Salesman - The Salesperson who is assigned to this Prospect or Subscriber
✓Entered From - How this Proposal was entered in the system (e.g., through the MKMS Proposal Form, the MKSales web app)
✓Proposal # - The Proposal Number assigned to this Proposal
✓Job Type - The Job Type (if any) that was assigned to this Proposal
✓Proposal Date - The Creation Date of this Proposal
✓Expiration - The date this Proposal offer expires.
✓Added On - The most recent date when this Proposal was modified.
✓Added By -
✓Converted - Checked when this Proposal has been converted (to an Invoice, Job Costing record or Installation Work Order).
✓Converted On - The Date when this Proposal was converted.
✓Converted By - The Employee who converted this Proposal.
✓Doc Created? - Checked when the required Document (Invoice, Job Costing record or Installation Work Order) was created
✓Appt Set? - Checked when an Appointment has been set for this Proposal.
✓Emailed? - Checked when an Email (when required by the assignment of a Status code - see above) has been sent.
•Setting the Order in which the data in the grid is Listed within the New Account Approval dialog (Report):
✓The default sorted order of the New Account Approval List is based on the Proposal Date - which is ordered from oldest to newest.
New Account Approval Grid - ordered by Salesman
✓Thereafter, the column that determines the sorted order of the List may be easily changed, whenever needed.
✓To do so:
▪Click another column's Header Name (the mouse points to the sorting arrow within the Salesman Header Name in the illustration above) to change the sorted order to by on that column of data, with the sorted order automatically set from lowest to highest (a-z or 1 - 9).
▪To change this newly selected column's sorted order from highest to lowest, Click that column's Header Name again.
▪An Arrow next to the Header Name indicates the column that is determining the sorted order of the Grid Data.
o~ indicates lowest to highest (a-z or 1 - 9)
o€ indicates highest to lowest (z-a or 9-1).
✓To do so: Drag & Drop a Header Name to the Drag a column here to group a column area above the data grid's Header.
New Account Approval Grid - grouped by Type
▪All the rows associated with the selected Header Name will be Grouped together, followed by the next Header Name and its associated rows, etc.
✓To cancel the Grouping, just Drag & Drop the selected Header Name back to the Header itself.
▪If this New Account Approval data grid is closed when Grouping is still in effect, once reopened, the previously established Grouping will still be in effect.
❑Using the Ribbon Menu in the New Account Approval dialog
•Convert - This option offers either one, or three Conversion options based on whether the selected Proposal was submitted to a Prospect (one option - Convert to a Subscriber) or an existing Subscriber (three options - Convert to an Installation Order, Invoice, or Job):
▪See the Convert a Prospect to a Subscriber chapter for the instructions covering how to Convert a selected Proposal to a Subscriber record (and later, as appropriate - to an Invoice, Installation Order, or Job Costing record).
b)If the selected Proposal is associated with a Subscriber, this option will allow the User to Convert a selected Subscriber's Proposal directly into an Invoice, Installation Order, or Job Costing record
•Go To Proposal - This option will allow the User to access and view the selected Proposal.
New Account Approval Form - Radial Right-Click Menu
•Refresh - Click the Refresh Icon to populate the New Account Approval Grid with the selected information
•Auto Refresh - By default, the AutoRefreshAccountApproval option in the Company Settings Grid is set to False ("F") but you may Refresh the data in the New Account Approval Grid at any time by Clicking the Refresh Icon
✓When (if) the AutoRefreshAccountApproval option in the Company Settings Grid is set to True ("T"), the Auto Refresh box to Checked and so the system will automatically refresh the Account Approval Form every 5 minutes.