Emerald Module
Business Domain: Sales & CRM Tables: 117 Core Function: Proposals, sales briefs, client management
Overview
The Emerald module manages the sales and client relationship processes including proposal creation, sales brief management, client tier classification, contract negotiation tracking, and principal contact management.
Documentation Sections
Context Documentation
| Document | Description |
|---|---|
| Architect Context | Complete technical data model with tables, fields, and relationships |
| PO Context | Business-focused overview with form descriptions and workflows |
| Dev Context | VBA implementation details, procedures, and code patterns |
Forms
User interface forms for data entry and management:
Proposals
- Add and Edit Proposal
- Add and Edit Proposal Products
- Add and Edit Proposal Status
- Add and Edit Proposal Delivery Regions
- Add and Edit Proposal Department Dates
- Add and Edit Proposal Lost Reason
- Add and Edit Proposal Type of Document
- Edit Proposal Status
- Proposal List
Sales Briefs
- Add and Edit Sales Brief
- Add and Edit Sales Brief Status
- Edit Sales Brief Status
- Sales Brief List
- Add Sales Brief Procurement Commit to Meeting
Client & Principal Management
- Add and Edit Principal Sales
- Add and Edit Channel Partner
- Add and Edit Contact Type
- Add and Edit Client Tender Brief Meeting
- Principal List
Products & Configuration
- Add and Edit Product Sales
- Add and Edit Product Proposal
- Add and Edit Sub Products Sales
- Add and Edit Distribution Model Proposal
- Add and Edit Distribution Model Type
- Add and Edit Divisions Proposal
- Add and Edit Pillar Proposal
- Product List Proposal
Contract & Financial Settings
- Add and Edit Contract Type
- Add and Edit Contract Currency
- Add and Edit Contract Duration
- Add and Edit Entity Contracted
- Add and Edit Payment Terms
- Add and Edit Expected Payment Frequency
- Add and Edit Invoice Day
Funding & Solutions
- Add and Edit Funding Solution
- Add and Edit Funding Amount Administered By
- Add and Edit External Service Providers
- Add and Edit Other Solutions for Appendix
Lookups & Reference
- Add and Edit Appendices
- Add and Edit BBBEE Pillar
- Add and Edit Candidates Sourced From
- Add and Edit Country
- Add and Edit Delivery Location Sales
- Add and Edit Growth Stage
- Add and Edit Industry Sales
- Add and Edit Industry Charter
- Add and Edit Impact Statistic Type
- Add and Edit Lead Generated Method
- Add and Edit Lead Report Frequency
- Add and Edit Sourcing and Selection
- Add and Edit Top Priorities
- Add and Edit Writer Role
Reports & System
- Report Menu Proposal
- Report Writer Dialog
- Reports Date Dialog
- Maintenance Menu
- Opening Dialog
- Change Password
- Edit Email Recipient List
See the forms directory for the complete list.
VBA Modules
Code modules containing business logic and utilities. See the modules directory.
Queries
SQL queries for data retrieval and reporting. See the queries directory.
Tables
Database tables for data storage. See the tables directory.
Reports
Access report definitions. See the reports directory.
Dependencies
- Module Dependencies - Cross-module relationships and shared entities
Related Modules
| Module | Relationship |
|---|---|
| Garnet | Principal project financial tracking |
| Purple | Lead source and pipeline integration |
Part of the REMS (Raizcorp Entrepreneurial Management System) documentation