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E1: 42: Sales Proposal Generation (P90CA242/P90CA24) (Doc ID 759125.1)

Last updated on OCTOBER 31, 2018

Applies to:

JD Edwards EnterpriseOne Sales Order Management - Version 8.11 Base and later
JD Edwards EnterpriseOne CRM Sales Order Entry - Version 8.11 Base and later
JD Edwards EnterpriseOne Sales Order Entry - Version 8.11 Base and later
JD Edwards EnterpriseOne Sales Order Processing - Version 8.11 Base and later
Information in this document applies to any platform.

Purpose

This document is part of an Information Center - to see other documents related to Sales, please use the links provided below:

Information Center: Overview of JD Edwards EnterpriseOne Sales Product > Information Center: Using JD Edwards EnterpriseOne Sales Product > Note 759125.1

EnterpriseOne has a new module for Sales Proposal Generation as of EnterpriseOne 8.11. This new module replaces the Automatic Document Generation that was used in prior releases.

Details

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In this Document
Purpose
Details
 Overview
 Media Objects Setup Requirements
 MailMerge Setup
 PROPGENOUT setup
 UDC Table H95/MM
 Creating Word Documents for Proposal Generation
 The .rtf Proposal Document Before Inserting Tags in MS-Word
 Cover Page
 Quote Detail Page
 Procedure To Create Tags in the .rtf Document For Database Fields
 Procedure To Insert Tags in the Correct Locations
 Proposal Generation Setup (P90CA242)
 Running the Proposal Generation Wizard (P90CA24)
 Frequently Asked Questions
References

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