CONTRACT TRAINING | Proposals

Proposal Process

Proposals are bids, that if accepted, become contracts.

Start Date: The proposed contract's starting date.
Proposal Name: The proposal name is a descriptor of the proposed contract.
Company/Division: The company or division that will sponsor the contract training.
Status/ Active: This status is set by the system whenever a proposal is entered.
Status/Signed: This status is set by Lumens once a proposal has been converted to a contract . A proposal in this status is no longer available for editing.
Edit: To change existing entries.
Proposal Document: This is the Document Editor for Proposals where proposal data will be merged into a template.
Convert: This option allows the proposal to be converted into a contract. Once converted, no further edits will be able to be made to the proposal.
Clone: Enables the proposal to be copied and edited without retyping all the information.
Doc Archive: Is where Proposal PDFs are stored, viewed, printed, and emailed.
Inactivate: This function will place the proposal in inactive status but will not delete document.

Steps of Process

Create new proposal documents in Create default template as well as add relevant data to proposal using the Add Link.
Edit proposal data using the Edit link, when necessary.
You may create a printable, storable PDF of the proposal document at any time in the proposal process, by selecting the Proposal Document link.
Proposal data is auto-populated into a proposal template by using the proposal document link. Proposal templates are created by clicking the Create Default Template link next to the Add link.
Once a proposal is accepted by the prospect, the proposal will be converted into a Contract by using the Convert button.
Once a proposal is converted, the proposal process is complete. You will now go to Contract Training, Contracts to obtain the document.

Enter all the necessary information
Click Add Billing Terms. These terms should mirror the payment terms agreed to by the client and can be edited.
Click Add Grant/Reimbursements if applicable.
Click Continue to Classes/Contract Items.

Class Title is the name of the contract training class that is being held.
Instructor is the name of the instructor/teacher who is assigned to the class.
Contract Cost are the expenses involved in presenting the class.
Contract Price is the overall amount of money the proposing entity is charging to present the class. (The contract price is usually always higher than the contract cost)
Contract Items are the itemized costs and items associated with hosting a class.
Vendor is the name of the vendor associated with the contract item detail.
Vendor Type: Assessment, Books, Consulting, Facilities, Printing, Supplies, Training, Travel, Books & Supplies, Other.
Approved Training Types allows users in aligning an approved training type for Course with those for the proposals.
Anticipated # of Students displays the number of students interested in proposals.
Sum of Grant Allocations displays the current sum of all assigned funds. However the proposal must have been converted from a pre-proposal.
Billing Terms is the terms of which payment is expected to be received. (net 30, net 10 or upon class completion, etc.)
Grant/Reimbursements are entities/companies that will cover partial or full costs of the contract training class.
Sales Type field provides three options for the user to choose from. They are Repeat, Referral and Cold.
Discussion Started On is the date field with Calendar that denotes the period at which the discussion has been started up on.

Select the Add Class link.
Proposals: Add Class: Search for Lumens Course page would be returned.
After entering the search requirements, user will click the Search button.
In return, Lumens would display list of courses meeting the Search criteria in addition to having one value in the Approved Training Types which matches the Approved Training Type fields for the proposal.
Similarly from the Select list, user chooses 'Update with Lumens Course' option which in turn would return Proposals: Add Class: Search for Lumens Course screen page. List of classes matching the search criteria would be displayed which also has one value in the Approved Training Type fields matching Approved Training Type fields for proposals.

Note: If the proposal has no values chosen for Approved Training Types, then no match is necessary for a course to display.