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Storage Proposal Maintenance

Storage Proposal Maintenance​

From the DockMaster menu, select Marina Managment > Storage Proposals > Storage Proposal Maintenance

Storage Proposal Maintenance has the following functions:

  • To add, modify or delete storage/dockage proposals. If you generated Storage Proposals through the Generate Storage Proposals program, you can use this program to modify or delete those proposals. Note: Use Delete Storage Proposals to delete all proposals for a specific issue date.
  • To create new Storage Proposals; you will have to manually enter all the information. This should only be done for new customers who missed the billing proposal cycle, and for proposal exceptions. Storage Proposals should otherwise be generated using the Generate Storage Proposals menu item.

Notes & Hints:

  • The Billing Codes, Payment Installments, and Deferred Schedule areas will automatically get calculated if the Boat selected contains Billing Codes; you can modify the amount or remove the default codes if desired.
  • The Payment Installments are maintained for each Billing Code in the Billing Codes grid. You must put your cursor on the Billing Code to see the installments for that code.

Entering a Proposal

  • Proposal ID - Enter a Proposal ID, or type ‘N’ to create a new proposal. Press F6 to list all ‘unconfirmed’ Storage Proposals. Note: Proposals with an ‘unconfirmed’ status have not been converted to Invoices.
  • Customer ID - Enter a Customer ID or press F6 to list the Customer File. This is a required prompt.
  • Boat ID - Enter a Boat ID or press Enter to accept the default boat for this customer, or press Enter while the field is blank to bypass this prompt. If the customer has more than one boat on file, a window will appear with the customer’s boats listed. You can choose a boat from this window, or press Cancel to exit the window and bypass the Boat ID.
  • Slip ID - Enter a Slip ID, or press Enter to bypass this prompt. Press F6 to select from a List.
  • Proposal Date – Enter the date you are making the Proposal. The system will default the current date. Note: This date is used for selecting Storage Proposals for printing.
  • Discount Date - Enter a Discount Date for the proposals being processed. This date is only used for informational purposes.
  • Deposit Due Date - Enter a Deposit Due Date for the proposals being processed. This date is only used to print on proposals.
  • Deferred Date - Enter the Deferral Date for this proposal. This prompt will default to the nearest month start date to the current system date. This is date that the deferred schedule will start for all deferred billing codes processed when the Proposal is converted into an Invoice. Note: The deferred income will still post on the Proposal Date entered above.
  • Balance Due Date – Enter the billing date for this proposal. This date is used when the proposal gets turned into an invoice. The system will default the current system date.
  • Total Charges – The total amount of charges on the proposal defaults in this field (excluding sales tax). This is not an editable field.
  • Sales Tax – Press the Sales Tax button to view the taxes calculated for this proposal. If the taxes are not calculating correctly, refer back to the tax schemas entered on the bill code. This not an editable field.
  • Total Proposal - The Total Proposal includes all charges including Sales Tax. This is not an editable field.

Billing Codes Grid

  • Click in the Bill Code column to modify an existing bill code or attach a new Bill Code to this proposal.
  • Press F6 to list Billing Codes.
  • Press F7 to Delete a code.
  • Press F8 to display Tax Info for the Bill Code selected.
  • Press the right arrow or click in the Rate column to override the calculated rate.

At this point:

  • If the Billing Code contains a Payment Schedule, the Payment Installments grid is calculated and created. You can override the dates if desired.

Payment Installments Grid

This grid is reliant on the Billing Code entered into the Billing Codes grid; you cannot add Payment Installments in this grid.

  • Date – The Date is automatically calculated based on the installment Month/Day in the Billing Code File.

  • Amount – The Amount is automatically calculated based on the installment Percentage in the Billing Code File.

  • Click Save to save the proposal.

  • Select the Delete button from the Command Panel to delete the current Storage Proposal on the Storage Proposal Maintenance screen.

  • Select the Print button from the Command Panel to print the current Storage Proposal on the Storage Proposal Maintenance screen.