Siebel Deal Management Administration Guide > Setting Up Siebel Deal Management > Process of Configuring Workbench >

Mapping Deal Statuses to Workbench Statuses

A quote or an order can have various statuses that describe its state in business processing. In Workbench, a quote or an order is called a deal. A deal can have the following statuses:

• APPROVED. A quote or an order that a user approved.
• LOST. A quote or an order that the customer or the company did not accept.
• WON. A quote that the customer accepted.
• WON - ORDERS. An order that was shipped.

Price administrators must map some of the quote and order statuses that their business uses to a status in Workbench so that quote and order data is available for analysis in Workbench. Do not map the quote and order statuses that do not apply to a status in Workbench. For example, the In Process status does not apply to a status in Workbench.

This task is a step in Process of Configuring Workbench.

To map a deal status to a workbench status

1. Navigate to the Administration - Deal Management screen > Workbench Admin view.
2. Create a record to map a deal status to a workbench status:
   1. Select a value in the Deal Status field.
   2. In the Workbench Status field, select the status to which you want to map the deal status value.