How-To: Review Proposals

Created by Kenneth Abad, Modified on Thu, 02 May 2024 at 10:51 AM by Kenneth Abad

Vendors are able to submit proposals directly to your work order through Umbrava. This page will go over what to expect in a proposal and what actions can be taken.

Step 1: You will receive an email when proposals are submitted by vendors in Umbrava.

Step 2: Click 'Go to Proposal' in the email to open the proposal in Umbrava.

Step 3: Review the Proposal Details

Step 4: Review the line items below the details.

Step 5: If the proposals correct for the work given, hit 'Approve' at the top of the proposal.

This sends the approval to the vendor.
Approving automatically updates the vendor NTE.

If changes need to be made by the vendor, click 'Reject' and input your reasons.

This sends the rejection to your vendor with your reason.

For more information on Proposals, please click here.

Permissions

Work Order Vendor Proposal

Add New	Allows you to add a new vendor proposal in a work order.
Add Note	Allows you to create a note in a vendor proposal in a work order.
Change State	Allows you to Submit/Cancel/Approve/Reject vendor proposals in a work order.
Delete Note	Allows you to delete notes in a vendor proposal of a work order.
Edit Any State	Allows you to edit the status on a submitted/approved/canceled/rejected proposal. Requires the 'Edit Fields' permission.
Edit Fields	Allows you to edit a work order vendor proposal in the 'Open' state.
Edit Note	Allows you to edit a note in a vendor proposal of a work order.
View	Give you visibility of the Vendor Proposal tab in a work order.
View Audit	Allows you to view the audit of a vendor invoice in a work order.
Edit Line Item Tax	Allows you to edit the Tax section of the Line Items. Requires the 'Edit Fields' permission.