Won -when a proposal has been converted to an agreement. (Cannot be edited)
Entered - when a customer has not decided if they wish to go ahead or not with the proposal. (Can be edited)
Lost - When a customer has decided not to push through with a proposal. (Cannot be edited)
| | Customer |The name of the customer associated with the proposal.
Customers with the "warning" or ⚠️ sign are on credit hold.
| Field | Description | Default | Enabled |
|---|---|---|---|
| PO Number | Specifies the identifier for the customer purchase order. | Blank | Enabled until proposal is won/lost. |
| Tax Liability | Tax region for purposes of sales tax calculations. | Customer's Tax Liability | Enabled only when using one time ship to up until the proposal is won/lost. |
| Invoice Cycle | The agreed-upon frequency for generating invoices. | Customer's Invoicing Cycle | Enabled until proposal is won/lost. |
| Ship Via | The shipping method or ship via code for transporting products to customers. Note: Search Kinetic Help to create Ship Via codes. | No default | Enabled until proposal is won/lost. |
| Sales Person | The internal staff member responsible for the sale. (can be edited) | First salesperson in the list. | Enabled until proposal is won/lost. |
| Site | The physical EPICOR site/plant associated with the project/proposal. | The user's last plant they logged into | Enabled until proposal is won/lost. |
| Booking Contact | The contact for scheduling the rental or delivery start. | The Customer's Primary Purchasing Contact | Enabled until proposal is won/lost. |
| Financial Contact | The contact person responsible for managing accounts payable/invoicing. (can be edited) | The Customer's Primary Billing Contact | Enabled until proposal is won/lost. |
| Delivery Contact | The person who will physically receive the delivery or service on-site. (can be edited) | The Customer's Primary Shipping Contact | Enabled until proposal is won/lost. |
| Ship To Address | Indicates which customer ship to is to be used for shipping. Populates the address fields. | The Customer's primary ship to | Enabled until proposal is won/lost. |
| One Time Ship To | A checkbox indicating if the one time ship to information is to be used. | False | Enabled only allowed if Epicor Customer has Allow One time Ship To checked up until proposal is won/lost. |
| Ship To Phone | The contact telephone number for the shipping location/delivery contact. | Selected Ship To's phone or if using OTS, blank | Enabled only if using OTS until proposal is won/lost. |
| Address 1 | Primary street address. | Selected Ship To's Address 1 or if using OTS, blank | Enabled only if using OTS until proposal is won/lost. |
| Address 2 | Secondary address details. | Selected Ship To's Address 2 or if using OTS, blank | Enabled only if using OTS until proposal is won/lost. |
| Address 3 | Additional address line (optional). | Selected Ship To's Address 3 or if using OTS, blank | Enabled only if using OTS until proposal is won/lost. |
| City | The city of the shipping address. | Selected Ship To's City or if using OTS, blank | Enabled only if using OTS until proposal is won/lost. |
| State | The state or province. | Selected Ship To's State or if using OTS, blank | Enabled only if using OTS until proposal is won/lost. |
| Country | The country. | Selected Ship To's Country or if using OTS, blank | Enabled only if using OTS until proposal is won/lost. |
| Post Code | The postal or ZIP code. | Selected Ship To's Post Code or if using OTS, blank | Enabled only if using OTS until proposal is won/lost. |
The hire period for the line, which is used for display only to show how many periods the booking covers.
Note: This may different from the charge on the line if there is a period in the booking for this equipment that is on a longer period. See best rate.
| Read only | | QTY |The quantity of the hire period e.g.
If the hire period is a week, it would say quantity: 1 week and then day count would be: 7
| Read only | | Rate | The cost per day of the Hire Period (e.g., $20.00 per Day). | Set based on best rate, can be overridden and enabled up until proposal is won/lost. | | Count | The total number of (Days) charged. | Read only | | Sub Total | The total charge for this specific line item ($120.00 x 8 Day). | Read only | #### Miscellaneous Charge **Miscellaneous Charges** are the extra fees that can be added on a **Booking** or **Proposal** level. They cover costs that are not a part of the Hire Charges. Examples of Miscellaneous Charges: * Setup * Takedown * Accessibility Fee * Cleaning fee * Waste Disposal * Damage waiver * Late fee * Cancellation fee They are added to the total of the Line Charges to get the full amount excluding tax.. To create **Miscellaneous Charges**, refer to our **How to Create Misc Charge** guide. {% hint style="info" %} This screenshot shows the view when the Add Misc Charge button is clicked in ERM and what details can be amended in a Miscellaneous charge. {% endhint %}
Engineering Charge -
Freight
Meals Field Services
Travel Expenses
Specifies how and when the charge is applied (e.g., applied once, applied upon equipment return).
Once-off - Refers to charges that will charged only once, on the next invoice run. Example: If a charge is added mid agreement, it will be added to the agreement run after the charge was added.
On Return - Refers to charges that can only be calculated or finalized when the assets are physically brought back and returned.
| Once Off / On Return | | Rate | The unit price or rate for the charge. (can be edited) | $10.00 | | Total | The calculated total for the specific Miscellaneous Charge. | $10.00 / $30.00 | ### Printing The Print function allows users to generate a formatted hard copy or digital PDF of the current proposal. This action captures the finalised details of the agreement, including customer logistics and financial summaries, for distribution to the client or for internal record-keeping. {% hint style="info" %} This screenshot shows the Print button that you can press to download the PDF report. {% endhint %}