Generate Storage Proposals

From the DockMaster menu, select Marina Management > Storage Proposals > Generate Storage Proposals

Storage Proposals can be generated by billing cycle (seasonal, annual, etc.), billing period (Jan, Feb, etc.), customer, boat, or billing code.

The options on this screen are used to select boats from the Boat File that will get a storage/dockage proposal.

• Cycle to Generate - Enter which billing Cycle to Generate proposals for: Daily, Monthly, Quarterly, Seasonal, or Annual. Click the down arrow to display the available options.
• Billing Period (1-12) - Enter the Billing Period (1-12) to generate Storage Proposals for by month, or press <Enter> to process all billing periods.
• Customer Number - Enter a Customer Number, or leave the prompt blank to process Storage Proposals for ALL customers. Press F6 to select from a List, or enter backslash \ to search by cross-reference.
• Boat Number - Enter a Boat Number, or leave the prompt blank to process proposals for ALL boats. Press F6 to select from a List, or enter backslash \ to search by cross-reference.
• Boat List Name - Enter a pre-defined Boat List Name or bypass this prompt.
• Billing Code - Enter a Billing Code or leave the prompt blank to process Storage Proposals for ALL billing codes.
• Only Customers Currently in Marina – Check this box if you want to generate Storage Proposals for those Boats that have not departed. This prompt is checked by default. Note: If the box is unchecked, then the boat departure date is ignored and Storage Proposals will be generated for all boats.
• Starting Deferred Date - Enter the Starting Deferral Date for these Storage Proposals. This prompt will default to the nearest month start date to the system date. This is the date that the deferred schedule will start for all deferred billing codes processed when the Storage Proposal is converted into an Invoice. Note: The deferred income will still post on the Proposal Date entered below.
• Balance Due Date - Enter a Balance Due Date for the Storage Proposals being processed. This date is the actual billing date when the Storage Proposal gets turned into an Invoice.
• Proposal Date - Enter an accounting date for the Storage Proposals that will be generated. The default date is the current system date. This will become the accounting date when the Proposal is converted into an Invoice. The Proposal Date is also used for selecting proposals for printing.
• Deposit Due Date - This date is used for printing the Deposit Due date on the Storage Proposals.
• Discount Date - Enter a Discount Date for the Storage Proposals being processed. This date is used for informational purposes only.
• Discount % - Enter a Discount % for the proposals being processed. This figure will only print on the Storage Proposal; no calculation is performed.

The following steps should be performed after generating proposals:

1. Use List Storage Proposals to review and verify the accuracy of the proposals. The date used for this report is the date the proposals were generated.
2. In the event that you entered an incorrect billing cycle, due date, etc., you can delete ALL proposals for a specific date by using Delete Storage Proposals. 
3. Select Storage Proposal Maintenance to modify or delete a Storage Proposal.
4. Select Print Storage Proposals to print the proposals.

Troubleshooting checklist - if a proposal does not get generated:

• Make sure that the customer's boat was entered into the Boat File.
• Make sure that the boat doesn't have a departure date less than the date you generate the proposals.
• Check that a billing code was added to the customer's Boat File.
• Check that the billing cycle on the billing code matches the cycle you are processing.
• Check that the billing period on the billing code matches the period you are processing.