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Deal ID |
System-generated identification number of the deal. |
Status |
Status of the deal. |
Type |
Type of deal, such as Bill Back, Fixed Cost, or Off Invoice. Select a value from the drop-down list. |
Deal Category |
Type of deal category. This field is automatically populated when you select a type of deal in the Type field:
- If the type of deal is Bill Back, the deal category is Deferred.
- If the type of deal is Off-Invoice, the deal category is On-Invoice.
For a Deferred or On-Invoice deal category, you can enter data in the Volume and Cost Per Case fields in the Deals list and in the Volume and Rate fields in the Payments view tab for this deal. You cannot enter data in the Amount field in the Deals list and in the Payments view tab for this deal.
- If the type of deal is Fixed, the deal category is Fixed.
For a Fixed deal category, you can enter data in the Amount field in the Deals list and in the Payments view tab for this deal. You cannot enter data in the Volume and Cost Per Case fields in the Deals list and in the Volume and Rate fields in the Payments view tab for this deal.
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Fund |
Name of the fund from which the deal is made. |
Deal Volume |
Quantity in the deal. For information about when you can enter data in this field, see the Deal Category field description. |
Cost Per Case |
Cost of each case in the deal. For information about when you can enter data in this field, see the Deal Category field description. |
Amount |
Amount of the deal. For information about when you can enter data in this field, see the Deal Category field description. |
Est. Pay Date |
Estimated date of the payments paid from the deal. In the standard product, this field does not drive any behavior in the application; further customization is necessary to do so. |
Promoted Price |
Promoted price of each item in the deal. |
Retail Price |
Retail price of each item in the deal. |
On-Invoice Deal Amount |
Amount of the deal for the on-invoice deal category. |
Deferred Deal Amount |
Amount of the deal for the deferred deal category. |
Fixed Deal Amount |
Amount of the deal for the fixed deal category. |
Deal Payment Volume |
Quantity that the deal payments cover. |
On-Invoice Deal Payment Volume |
For the on-invoice deal category, quantity that the deal payments cover. |
On-Invoice Deal Payment |
For the on-invoice deal category, the payments for the deal. |
Deferred Deal Payment |
For the deferred deal category, the payments for the deal. |
Fixed Deal Payment |
For the fixed deal category, the payments for the deal. |
Payment Pending |
The value of the payments pending for the deal. |
Payment Submitted |
The value of the payments submitted for the deal. |
Payments Paid |
The value of the payments paid for the deal. |
Min. Quantity |
Minimum quantity to include in the deal. The default value is 1. |
Max. Quantity |
Maximum quantity to include in the deal. The default value is 1. |
Price Adj. Type |
Price Adjustment Type. The type of price adjustment—for example, % Markup or Discount Amount. In the standard product, this field does not drive any behavior in the application; further customization is necessary to do so. |
Price Adj. Amount |
Price Adjustment Amount. The amount of price adjustment that is given with the deal. This field adds additional dimensions to the deal. In the standard product, this field does not drive any behavior in the application; further customization is necessary to do so. |
Stackable |
Indicates that the deal is not exclusive, and it can be stacked with other existing deals. In the standard product, this field does not drive any behavior in the application; further customization is necessary to do so. |
Bundle |
A check in this box indicates that the deal can contain bundled products. In the standard product, this field does not drive any behavior in the application; further customization is necessary to do so. |
Phasing Enable |
Indicates if phasing is enabled for the promotion. You can use phasing if you want to allocate throughout the weeks of a promotion period the aggregate cost, volume, and payment information for that period. |