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Linking Products to Deal Registrations

When you register a new opportunity you have some idea of the type and quantity of products that the prospect is interested in. It is important to save this information about the deal registration, because many companies look at the products while considering approval of the registration. Because a deal registration might be converted to an opportunity before final approval, it is important to save the product line information on the deal so that this information can be copied to the opportunity at the time of conversion.

Before you begin. Your company administrator must have made the Product Revenues related information section available for the detail page. If the related information section is not displayed on the detail page, click the Edit Layout link, and add the section as a displayed related information section.

Create the deal registration, and set the status to Not Submitted or Recalled. You can add product lines to the deal registration after creating the registration but before submitting it for approval.

To link products to deal registrations

  1. In the Product Revenues section of the Deal Registration Detail page, click Add.
  2. In the fields, enter the product name, quantity, and price for the product that you want to link to the deal registration. Then click Save.

    For more information on linking records, see Linking Records to Your Selected Record.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.