Editing Proposals
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<br>5. '''Save'''. | <br>5. '''Save'''. | ||
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− | <br>'''NOTE''' - After a proposal is approved, the taxes get locked on the proposal and the order that is generated has the taxes locked. If you are going to change the service order items and you need the taxes to be recalculated, make sure you are unchecking the "lock tax" box on the service order taxes tab. | + | <br>'''NOTE''' - After a proposal is approved, the taxes get locked on the proposal and the order that is generated has the taxes locked. If you are going to change the service order items and you need the taxes to be recalculated, make sure you are unchecking the "lock tax" box on the service order taxes tab. [[Lock Taxes]] |
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<br>To approve a proposal, click '''Actions''' > '''Approve Proposal'''. | <br>To approve a proposal, click '''Actions''' > '''Approve Proposal'''. |