Deal Update Request and Response - Tags in the XML Format
Before calling the C1-DealCreationUpdateIWS business service through an inbound web service, you need to ensure that the deal update request contains the following tags:
Tag Name | Tag Description | Mandatory (Yes or No) |
---|---|---|
actionFlag | Used to indicate that you want to create request to update
a deal. The valid value is:
Note:
If you do not specify the value in the actionFlag tag, by default, the system considers it as an ADD action. The RM (i.e. Relationship Manager) can update a deal only when it is in the DRAF, PSML, PFAP, SMLD, DSML, or RFAP status. |
Yes |
dealOperation | Used to specify the operation that you want to perform while updating the deal. | No |
operationFlag | Used to specify the operation that you want to perform on
the deal while creating the update request. The valid values are:
Note:
If you specify the value of actionFlag tag as UPD and operationFlag tag as SMLD, then, the deal version gets simulate. If you specify the value of actionFlag tag as UPD and operationFlag tag as SNDP, then, the deal version is send for the approval. If you specify the value of actionFlag tag as UPD and operationFlag tag as APPR, then, the deal version is approved or sent to next level in the approval hierarchy. If you specify the value of actionFlag tag as UPD and operationFlag tag as RETN, then, the submitter is requested to resubmit the deal version for the approval. If you specify the value of actionFlag tag as UPD and operationFlag tag as FNAL, then, the deal version gets finalized. If you specify the value of actionFlag tag as UPD and operationFlag tag as ACPT, then, the deal version is accepted. If you specify the value of actionFlag tag as UPD and operationFlag tag as REJC, then, the deal version is rejected. If you specify the value of actionFlag tag as UPD and operationFlag tag as DSCR, then, the deal version is discarded. To select the price item for which you want to inherit, override, or edit pricing and commitments in the deal version you need to set the value of actionFlag tag as UPD and operationFlag tag as PSEL, and includeFlag of price item and pricing parameter as true. If you specify the value of actionFlag tag as UPD and operationFlag tag as APPR, SNDP or RETN, then, the system will check the value of dealIdentifier and dealId. If you specify the value of dealId as blank and specify the value of dealIdentifier then the system will fetch dealId and modelId. If you specify the value of actionFlag tag as UPD and operationFlag tag as FNAL or REJC, then, the system will check value of dealIdentifier and dealId. If you specify the value of dealId as blank and specify the value of dealIdentifier then the system will fetch dealId. |
Yes (Conditional) |
dealIdentifier | Used to specify the deal identifier using which you want
to update the deal in the system. Note: You cannot update the value
specified in the dealIdentifier tag if the
status of the deal is PSML.
|
Yes (Conditional) Note: This data is required if the do not
specify value of dealId tag.
|
dealId | Used to specify the deal for which you want to create the update request. | Yes (Conditional) Note: This data is required if the do not
specify value of dealIdentifiertag.
|
modelId | Used to specify the deal version for which you want to create the update request. | Yes (Conditional) Note: This data is required if the value
of operation flag is APPR and multiple deal
version exists in the system.
|
dealAcceptEffStartDate | Used to specify the date from when the deal is effective for the existing or prospect person or account. | Yes (Conditional) Note: This data is required if the value
of operationFlag is set toACPT.
|
dealAcceptEffEndDate | Used to specify the date till when the deal is effective for the existing or prospect person or account. | Yes (Conditional) Note: This data is required if the value
of operationFlag is set to ACPT.
|
comments | Used to specify the information about accepting or rejecting the deal. | Yes (Conditional) Note: This data is required if the value
of operationFlag is set toREJC.
|
rejectReasonCode | Used to specify the reason why you want to reject the deal in the system. | Yes (Conditional) Note: This data is required if the value
of operation flag is set to REJC.
|
dealVersionDescription | Used to specify the deal version description. | No |
dealVersionCreationFlag | Used to indicate the method using which you want to create
a new deal version. The valid values are:
|
No |
priceItemGroupSelection | Used to specify the details of price item group selection. | No |
priceItemSelectionList | Used to specify a list of price item selection. | No |
priceItemCode | Used to specify the price item code which is associated with the deal that you want to update. | Yes (Conditional) Note: This data is required while updating
the price item associated with the deal.
|
priceItemInfo | Used to specify the information of the price item that you want to update. | Yes (Conditional) Note: This data is required while updating
the price item associated with the deal.
|
parameterInfo | Used to specify the information of the parameters which are associated with the price item. | Yes (Conditional) Note: This data is required while updating
the price item associated with the deal.
|
assignmentLevel | Used to indicate the level at which the price item pricing is defined in the person hierarchy. | Yes (Conditional) Note: This data is required while updating
the price item associated with the deal.
|
hierarchyDetails | Used to specify the details of the person hierarchy. | Yes (Conditional) Note: This data is required while updating
the price item associated with the deal.
|
includeFlag | Used to indicate the flag value of the price item pricing.
The valid value are:
Note: You have to set the includeFlag of
the price item and pricing as true.
|
Yes (Conditional) Note: This data is required while updating
the price item associated with the deal.
|
dealDetails | Used to specify the details for a deal. | No |
dealEntityDetails | Used to specify the details of the entity for which you want to update the deal. | No |
personIdentifierType | Used to indicate the identifier type of the existing person based on which you want to update the deal. | Yes (Conditional) Note: This data is required if you specify
the personIdentifier tag.
|
personIdentifier | Used to specify the existing person identifier. | Yes (Conditional) Note: This data is required if you specify
the personIdentifierType tag.
|
personId | Used to specify the existing person whose deal you want to update. | Yes (Conditional) Note: This data is required if you specify
the personIdentifier tag.
|
accountIdentifierType | Used to indicate the identifier type of the existing person account based on which you want to update the deal. | Yes (Conditional) Note: This data is required if you specify
the accountIdentifier tag.
|
accountIdentifier | Used to specify the existing person account identifier. | Yes (Conditional) Note: This data is required if you specify
the accountIdentifierType tag.
|
accountId | Used to specify the existing person account whose deal you want to update. | Yes (Conditional) Note: This data is required if you do not
specify the accountIdentifier tag.
|
prsPerIdentifierType | Used to indicate the identifier type of the prospect person based on which you want to update the deal. | Yes (Conditional) Note: This data is required if you specify
the prsPerIdentifier tag.
|
prsPerIdentifier | Used to specify the prospect person identifier. | Yes (Conditional) Note: This data is required if you specify
the prsPerIdentifierType tag.
|
prospectPersonId | Used to specify the prospect person whose deal you want to update. | Yes (Conditional) Note: This data is required if you do not
specify the prsPerIdentifier tag.
|
division | Used to indicate the division to which the person belongs. | Yes (Conditional) Note: This data is required if you specify
the personIdentifier and personIdentifierType tags.
|
dealIdentifier | Used to specify the deal identifier for which you want to update the deal. | Yes (Conditional) Note: This data is required if you do not
specify the dealId or dealversionId tag.
|
dealInformation | Used to specify the information about the deal which you want to update for the entity. | Yes |
dealId | Used to specify the deal for which you want to create the update request. | Yes (Conditional) Note: This data is required if you do not
specify the dealIdentifier or dealversionId tag.
|
modelId | Used to specify the model for which you want to create the update request. | Yes (Conditional) |
dealEntityType | Used to indicate the entity type of the entity (i.e. existing
person, account, or prospect person) whose deal details you want to
update. The valid values are:
Note:
If you do not specify the value of the dealEntityType tag, the system will throw an error message indicating that the Deal Entity Type Flag field is missing. You cannot update the value specified in the dealEntityType tag if the status of the deal is DRAF. |
Yes |
customerSegment | Used to specify the business component to which the entity
(i.e. the existing person or account, prospect person) belongs. Note: You cannot update the value specified in the customerSegment tag if the status of the deal is DRAF or PSML.
|
No |
customerTier | Used to specify the customer tier of the customer segment
to which the entity (i.e. existing person, account, or prospect person)
belongs. Note: You cannot update the value specified in the customerTier tag if the status of the deal is DRAF or PSML.
|
No |
division | Used to specify the division to which the entity (i.e. existing
person, account, or prospect person) belongs. Note:
You must specify a division which is already defined in the system. You cannot update the value specified in the division tag if the status of the deal is DRAF or PSML. |
No |
accessGrp | Used to indicate the user group who can view and edit the
details of the entity (i.e. existing person, account, or prospect
person). Note:
The value specified in the accessGrp tag should be associated with the division to which the entity belongs. You cannot update the value specified in the accessGrp tag if the status of the deal is DRAF or PSML. |
No |
dealEntityId | Used to specify the entity (i.e. existing person, account, or prospect person) whose deal details you want to update. | No |
contractedDealFlag | Used to indicate that the change in the price item pricing
from the price list does not affect the price item pricing offered
in the deal created for the entity (i.e. existing person, account,
or prospect person). The valid values are:
Note: You cannot update the value specified in the contractedDealFlag tag if the status of the deal is PSML.
|
No |
currency | Used to specify the currency in which you want to calculate
the deal level, division level, or product level financial summary
and profitability of the deal. Note:
You can specify only those currencies which are already defined in the system. You cannot update the value specified in the currency tag if the status of the deal is PSML. |
No |
dealTypeCode | Used to specify the deal type using which you want to create
request to update the deal in the system. Note: You cannot update the
value specified in the dealTypeCode tag if
the status of the deal is PSML.
|
No |
startDate | Used to specify the date from when the deal is effective
for the entity (i.e. existing person, account, or prospect person). Note:
This date is also used as the effective start date for the proposed price list assignment and start date for the proposed product enrollment. You cannot update the value specified in the startDate tag if the status of the deal is PSML. |
No |
endDate | Used to specify the date till when the deal is effective
for the entity (i.e. existing person, account, or prospect person). Note: You cannot update the value specified in the endDate tag if the status of the deal is PSML.
|
No |
simulationTypeFlag | Used to indicate the simulation type using which you want
to analyze the cost, revenue, and profitability of the deal. The valid
values are:
Note: You cannot update the value specified in the simulationTypeFlag tag if the status of the deal is PSML.
|
Yes |
reviewFrequency | Used to indicate the timely monitoring of the deal usage as per the commitments made by the customer. | No |
dealDescription | Used to specify the description for the deal. | No |
dealVersionDescription | Used to specify the description for the deal version. | No |
dealFrequency | Used to indicate the duration in which you want to simulate
the deal for calculating the financial summary and profitability of
the deal.
|
Yes |
skipReferenceFlag | Used to indicate whether you want to use a deal which is
already created in the system as a reference for copying the pricing
and commitments in the deal or not. The valid values are:
Note: By default, the value is set to false.
|
No |
priceSelectionDate | Used to specify the date from when the price lists, pricing assignments, and product enrollments are effective for simulation. | Yes |
usagePeriod | Used to indicate the period for which you want to aggregate
the deal data to determine the scope of the deal. The valid values
are:
|
Yes |
includeHierarchyFlag | Used to indicate whether you want to include the child persons,
grandchild persons, and their accounts in the customer hierarchy while
updating the deal. The valid values are:
Note:
If the entity is prospect person, then you have specify the value of includeHierarchyFlag totrue. If you specify the value of includeHierarchyFlag tag astrue and dealEntityType is set asACCT or DEAL, then, the system will throw an error. If you specify the value of includeHierarchyFlag tag as false and dealEntityType as PRSP, then, the system will throw an error. |
Yes (Conditional) |
status | Used to indicate the current status of the deal. The valid
values are:
Note:
If you specify the value of the deal status as DRFT, then, you cannot update the details of dealEntityType, customerSegment, customerTier, accessGrp, division, and templatedeal else the system will throw an error. If you specify the value of the deal status as PSML, then, you cannot update the details of startDate, createdDate , contractedDealFlag, dealIdentifier, templateDealId, dealTypeCode, dealEntityCode, status, customerTier, customerSegment, accessGrp, division, currency, SimulationTypeFlag, priceSelectionDate, dealFrequency, usagePeriod, templateFlag, skipReferenceFlag or includeHierarchyFlag else the system will throw an error. If you specify the value of the deal status as PFAP, SMLD, DSML or RFAPthen, you cannot update the details of dealInformation and dealCharacteristics. If the deal status is set as DRFT, PSML, PFAP, SMLD, DSML or RFAP then, the termsAndCondition can be updated only one who creates the deal, else the system will throw an error. If the deal is approved, then, you cannot update the dealInformation, dealCharacteristics, termsAndCondition, and dealProduct else the system will throw an error. |
|
dealVersionStatus | Used to indicate the current status of the deal version (model). | No |
templateFlag | Use to indicate whether you want the deal to be used as a
template while updating the other deals.
Note: The system will check whether the user has access to update
the template deal.
|
Yes (Conditional) |
templateReferenceDetails | Used to specify the details of the template reference of the deal. | No |
templateDealId | Used to specify the particular deal whose details you want
to use as a template for other deals. Note:
If you do not specify the templateDealIdentifier or templateModelId tags, you need to specify the templateDealId tag. If you specify the values of templateDealId, templateDealIdentifier, and templateModelId tags and the value for copyUsageFlag, copyBasicDetailsFlag, and copyPricingFlag tags is set asfalse, then, the system will throw an error. The value of copyUsageFlag,copyBasicDetailsFlag, or copyPricingFlag tag should be set to true. If you specify templateDealIdentifier or templateDealId tag and there are multiple deal versions then the system will throw an error. If the value of templateDealIdentifier or templateDealId tag is not found in the system then it will throw an error. |
Yes (Conditional) Note: This data is required while specifying
the template deal.
|
templateDealIdentifier | Used to specify the deal identifier whose details you want
to use as a template for other deals. Note: If you do not specify the templateDealId or templateModelId tag, you need to specify the templateDealIdentifier tag.
|
Yes (Conditional) Note: This data is required while specifying
the template deal.
|
templateModelId | Used to specify the template deal version whose details you
want to use as a template for other deals. Note: If you do not specify
the templateDealId or templateDealIdentifier tag, you need to specify the templateModelId tag.
|
Yes (Conditional) Note: This data is required while specifying
the template deal.
|
copyBasicDetailsFlag | Used to indicate whether you want to use basic details of
the deal to update a deal. The valid values are:
Note: If you specify the templateDealId or templateDealIdentifier or templateModelId tags, you need to set the value of the copyBasicDetailsFlag tag.
|
Yes (Conditional) Note: This data is required while specifying
the template deal.
|
copyPricingFlag | Used to indicate whether you want to use pricing details
of the deal to update a deal. The valid values are:
Note: If you specify the value for templateDealId or templateDealIdentifier or templateModelId tags, you need to set the value of the copyPricingFlag tag.
|
Yes (Conditional) Note: This data is required while specifying
the template deal.
|
copyUsageFlag | Used to indicate whether you want to use usage details of
the deal to update a deal. The valid values are:
Note:
If you specify the value for templateDealId or templateDealIdentifier or templateModelId tags, you need to set the value of the copyUsageFlag tag. If the templateDealId, templateDealIdentifier, and templateModelId is entered with copyUsageFlag value as true, then system will copy the dealinformation, dealproducts, dealTermsAndConditionsDetails, and dealCharacteristics from the deal. If you specify the value for dealinformation tag, then, it overrides the value of the template dealinformation . If you specify the value for dealCharacteristics, dealTermsAndConditionsDetails, and dealproducts, then, it will add the value along with template dealCharacteristics, dealTermsAndConditionsDetails, and dealproducts. |
Yes (Conditional) Note: This data is required while specifying
the template deal.
|
dealCharacteristics | Used to specify a list of characteristics of the deal. | No |
characteristicType | Used to indicate the characteristic type. | Yes (Conditional) Note: This data is required while defining
a characteristic for the deal.
|
effectiveDate | Used to specify the date from when the characteristic is effective for the deal. | Yes (Conditional) Note: This data is required while defining
a characteristic for the deal.
|
characteristicValue | Used to specify the value for the characteristic type. | Yes (Conditional) Note: This data is required while defining
a characteristic for the deal.
|
dealTermsAndConditionsDetails | Used to specify the details of the terms and conditions of the deal. | No |
termsAndConditionsList | Used to specify a list of the terms and conditions of the deal. | No |
description | Used to specify the description of the terms and conditions of the deal. | No |
termsAndCondition | Used to indicate the terms and conditions which you want
to associate with the deal. Note: If you do not specify the value in
the termsAndCondition tag, then, the system
will throw an error.
|
Yes (Conditional) Note: This field is required while associating
terms and conditions with a deal.
|
termsAndConditionText | Used to specify the description of terms and conditions for the deal. | Yes (Conditional) Note: This field is required while associating
terms and conditions with a deal.
|
adhocTermsAndCondition | Used to indicate the adhoc terms and conditions which you want to associate with the deal. | No |
productDetailsList | Used to specify a list of product details of the deal. | No |
productCode | Used to specify the product code. | No |
referenceDetails | Used to specify the details of the deal that you want to use as reference to update the deal. | No |
referenceTypeFlg | Used to indicate the reference type of the deal that you
want to use as reference to update the deal for the entity. The valid
value is:
Note: If you specify the value in the skipReferenceFlag as false, then, you need to specify the value
in the referenceTypeFlg tag.
|
Yes (Conditional) Note: This data is required while specifying
the reference deal.
|
refPersonIdentifierType | Used to specify the reference person identifier type based
on which you want to update the deal for the entity. Note: If you specify
the value in the referenceTypeFlg tag as RPER, then, you need to specify the refPersonIdentifierType tag.
|
Yes (Conditional) Note: This data is required while specifying
the reference deal of the person.
|
refPersonIdentifier | Used to specify the value of the reference person identifier
type. Note: If you specify the value in the referenceTypeFlg tag as RPER, then, you need to specify the refPersonIdentifier tag.
|
Yes (Conditional) Note: This data is required while specifying
the reference deal of the person.
|
referPersonId | Used to specify the reference person using which you want
to update the deal. Note: If you specify the value in the referenceTypeFlg tag as RPER,
then, you need to specify the referPersonId tag.
|
Yes (Conditional) Note: This data is required while specifying
the reference deal of the person.
|
refAccountIdentifierType | Used to specify the reference account identifier type based
on which you want to update the deal for the entity. Note: If you specify
the value in the referenceTypeFlg tag as RACC, then, you need to specify the refAccountIdentifierType tag.
|
Yes (Conditional) Note: This data is required while specifying
the reference deal of the person account.
|
refAccountIdentifier | Used to specify the value of the reference account identifier
type. Note: If you specify the value in the referenceTypeFlg tag as RACC, then, you need to specify the refAccountIdentifier tag.
|
Yes (Conditional) Note: This data is required while specifying
the reference deal of the person account.
|
referAccountId | Used to specify the reference account using which you want
to update the deal. Note: If you specify the value in the referenceTypeFlg tag as RACC,
then, you need to specify the referAccountId tag.
|
Yes (Conditional) Note: This data is required while specifying
the reference deal of the person account.
|
referDealIdentifier | Used to specify the value of the reference deal identifier
type. Note: If you specify the value in the referenceTypeFlg tag as RDEL, then, you need to specify the referDealIdentifier tag.
|
Yes (Conditional) Note: This data is required while specifying
the reference deal.
|
referenceDealId | Used to specify the reference deal using which you want to
update the deal. Note:
If you specify the value in thereferenceTypeFlg tag as RDEL, then, you need to specify the referenceDealId tag. If you do not specify the value in thereferenceDealId, referDealIdentifier, and referenceModelId tags, then, the system will throw an error. If you specify the values in thereferenceDealId, referDealIdentifier, and referenceModelId tags, then, the system will check whether the values are valid or not. |
Yes (Conditional) Note: This data is required while specifying
the reference deal.
|
referenceModelId | Used to specify the reference deal version using which you
want to update the deal. Note: If you specify the value in the referenceTypeFlg tag as RDEL,
then, you need to specify the referenceModelId tag.
|
Yes (Conditional) Note: This data is required while specifying
the reference deal.
|
referUsageSw | Used to indicate whether you want to use reference usage
details to update the deal.
Note:
By default, the value is set to false. You need to specify the value of either referUsageSw or referPriceSw as true. |
Yes (Conditional) Note: This data is required while specifying
the reference deal.
|
referPriceSw | Used to indicate whether you want to use reference pricing
details to update the deal.
Note:
By default, the value is set to false. You need to specify the value of either referUsageSw or referPriceSw as true. |
Yes (Conditional) Note: This data is required while specifying
the reference deal.
|
includeChildHierarchy | Used to indicate whether you want to add child hierarchy
in the deal of the person.
Note: By default, the value is set to false.
|
Yes (Conditional) |
division |
Once the deal is updated, all the details of deal are listed in the above mentioned tags along with the following:
Tag Name | Tag Description |
---|---|
dealResponse | Indicates whether the deal update request is successfully processed or not. |
message | Displays the message of successful deal update. |
dealId | Displays the deal ID. |
modelId | Displays the model ID. |
createdDate | Displays the date when the deal is created. |
acceptanceDate | Displays the date when the deal is accepted. |
finalizedDate | Displays the date when the deal is finalized. |
effectiveStartDate | Displays the date from when the deal is effective. |
effectiveEndDate | Displays the date till when the deal is effective. |
reviewedDate | Displays the date when the deal is reviewed. |
dealSimulationDetails | Displays the simulation details of the deal. |
dealfinancialsummarylist | Displays a list of the financial summary at the deal level. |
approvalStatus | Indicates the current approval status of the financial summary
at the deal level.
|
originalDealFinancialSummary | Displays the summary of the original financial summary at the deal level. |
revenue | Displays the original revenue generated from the price item pricing and price assignments at the deal level. |
cost | Displays the original cost calculated at the deal level. |
profit | Displays the original profit in deal currency generated from
the price item pricing and price assignments at the deal level. It
is calculated using the following formula: Profit = Revenue – Cost |
profitabilityPercentage | Displays the original profit created in percentage at the
deal level from the price item pricing and price assignments. It is
calculated using the following formula: Profitability Percentage = ( Revenue – Cost)*100/ Revenue |
proposedDealFinancialSummary | Displays the summary of the proposed financial at the deal level. |
revenue | Displays the proposed revenue generated from the price item pricing and price assignments at the deal level. |
cost | Displays the proposed cost calculated at the deal level. |
profit | Displays the proposed profit in deal currency generated from
the price item pricing and price assignments at the deal level. It
is calculated using the following formula: Profit = Revenue – Cost |
profitabilityPercentage | Displays the proposed profit created in percentage at the
deal level from the price item pricing and price assignments. It is
calculated using the following formula: Profitability Percentage= ( Revenue – Cost)*100/ Revenue |
recommenedDealFinancialSummary | Displays the summary of the recommended financial at the deal level. |
revenue | Displays the recommended revenue generated from the price item pricing and price assignments at the deal level. |
profit | Displays the recommended profit in deal currency generated
from the price item pricing and price assignments at the deal level.
It is calculated using the following formula: Profit = Revenue – Cost |
profitabilityPercentage | Displays the recommended profit created in percentage at
the deal level from the price item pricing and price assignments.
It is calculated using the following formula: Profitability Percentage = ( Revenue – Cost)*100/ Revenue |
profitVariationPercentage | Displays the difference between the original profit and proposed profit in percentage at the recommend deal level from the price item pricing and price assignments. |
divisionFinancialSummaryDetails | Displays the summary details of the financial at the division level. |
division | Displays the division associated with the deal. |
approvalStatus | Indicates the current approval status of the financial summary
at the division level.
|
originalDivisionFinancialSummary | Displays the summary of the original financial at the division level. |
revenue | Displays the original revenue generated from the price item pricing and price assignments at the division level. |
cost | Displays the original cost calculated at the division level. |
profit | Displays the original profit in deal currency generated from
the price item pricing and price assignments at the division level.
It is calculated using the following formula: Profit = Revenue – Cost |
profitabilityPercentage | Displays the original profit created in percentage at the
division level from the price item pricing and price assignments.
It is calculated using the following formula: Profitability Percentage = ( Revenue – Cost)*100/ Revenue |
proposedDivisionFinancialSummary | Displays the summary of the proposed financial at the division level. |
revenue | Displays the proposed revenue generated from the price item pricing and price assignments at the division level. |
cost | Displays the proposed cost calculated at the proposed level. |
profit | Displays the proposed profit in deal currency generated from
the price item pricing and price assignments at the division level.
It is calculated using the following formula: Profit = Revenue – Cost |
profitabilityPercentage | Displays the proposed profit created in percentage at the
division level from the price item pricing and price assignments.
It is calculated using the following formula: Profitability Percentage = ( Revenue – Cost)*100/ Revenue |
recommenedDealFinancialSummary | Displays the summary of the recommended financial at the deal level. |
revenue | Displays the recommended revenue generated from the price item pricing and price assignments at the deal level. |
cost | Displays the recommended cost calculated at the deal level. |
profit | Displays the recommended profit in deal currency generated
from the price item pricing and price assignments at the deal level.
It is calculated using the following formula: Profit = Revenue – Cost |
profitabilityPercentage | Displays the recommended profit created in percentage at
the deal level from the price item pricing and price assignments.
It is calculated using the following formula: Profitability Percentage= ( Revenue – Cost)*100/ Revenue |
profitVariationPercentage | Displays the difference between the recommended profit and proposed profit in percentage. at the division level from the price item pricing and price assignments. |
productFinancialSummaryDetails | Displays the summary details of the financial at the product level. |
approvalStatus | Indicates the current approval status of the financial summary
at the product level.
|
product | Displays the product. |
division | Indicates the division for which the product financial summary is displayed. |
originalProductFinancialSummary | Displays the summary of the original financial at the product level. |
revenue | Displays the original revenue generated from the price item pricing and price assignments at the product level. |
cost | Displays the original cost calculated at the product level. |
profit | Displays the original profit in deal currency generated from
the price item pricing and price assignments at the product level.
It is calculated using the following formula: Profit = Revenue – Cost |
profitabilityPercentage | Displays the original profit created in percentage at the
product level from the price item pricing and price assignments. It
is calculated using the following formula: Profitability Percentage = ( Revenue – Cost)*100/ Revenue |
proposedProductDivisionFinancialSummary | Displays the summary of the financial at the proposed product division level. |
revenue | Displays the revenue generated from the price item pricing and price assignments at the proposed product division level. |
cost | Displays the cost calculated at the proposed product division level. |
profit | Displays the profit in deal currency generated from the price
item pricing and price assignments at the proposed product division
level. It is calculated using the following formula: Profit = Revenue – Cost |
profitabilityPercentage | Displays the profit created in percentage at the proposed
product division level from the price item pricing and price assignments.
It is calculated using the following formula: Profitability Percentage= ( Revenue – Cost)*100/ Revenue |
recommenedDealFinancialSummary | Displays the summary of the financial at the recommend deal level. |
revenue | Displays the revenue generated from the price item pricing and price assignments at the recommend deal level. |
cost | Displays the cost calculated at the recommend deal level. |
profit | Displays the profit in deal currency generated from the price
item pricing and price assignments at the recommend deal division
level. It is calculated using the following formula: Profit = Revenue – Cost |
profitabilityPercentage | Displays the profit created in percentage at the recommend
deal level from the price item pricing and price assignments. It is
calculated using the following formula: Profitability Percentage= ( Revenue – Cost)*100/ Revenue |
profitVariationPercentage | Displays the difference between the original profit and proposed profit in percentage. at the recommend deal level from the price item pricing and price assignments. |
hierarchySimulationDetails | Displays the details of the hierarchy simulation. |
entityType | Displays the entity type. |
entityId | Displays the entity Id of the child. |
parentEntityId | Displays the entity Id of the parent. |
status | Indicates the status of the deal. |
revenueVariation | Displays the average revenue generated from a person or account. |
proposedRevenue | Displays the revenue generated from the proposed price item pricing and commitments. |
proposedCost | Displays the overall cost of the proposed price item based on the usage. |
originalRevenue | Displays the revenue generated through the original price item pricing and commitments. |
originalCost | Displays the overall cost of the original price item based on the usage. |
Related Topics
For more information on... | See... |
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Sample deal update request and response in the XML format | Sample Deal Update Request and Response in the XML Format |
Sample deal version creation request and response in the XML format | Sample Deal Version Creation Request and Response in the XML Format |
Sample deal simulation request and response in the XML format | Sample Deal Simulation Request and Response in the XML Format |
Sample deal submission for approval request and response in the XML format | Sample Deal Submission for Approval Request and Response in the XML Format |
Sample deal approval request and response in the XML format | Sample Deal Approval Request and Response in the XML Format |
Sample deal return to submitter request and response in the XML format | Sample Deal Return to Submitter Request and Response in the XML Format |
Sample deal finalization request and response in the XML format | Sample Deal Finalization Request and Response in the XML Format |
Sample deal acceptance request and response in the XML format | Sample Deal Acceptance Request and Response in the XML Format |
Sample deal rejection request and response in the XML format | Sample Deal Rejection Request and Response in the XML Format |
Sample deal discard request and response in the XML format | Sample Deal Discard Request and Response in the XML Format |
Sample price item selection request and response in the XML format | Sample Price Item Selection Request and Response in the XML Format |