Accepting a Deal

Procedure

To accept a deal:

  1. Do either of the following:
    If you want to...Then...
    Accept a deal from the Deal Dashboard screen

    1. Search for the deal in the Search Deal zone of the Deal Dashboard screen.

    2. In the Search Results section, click the Accept ( The Accept Deal Icon ) icon in the Accept Deal column corresponding to the deal which you want to accept.
    Accept a deal from the Deal Information screen

    1. Search for the deal in the Search Deal zone of the Deal Dashboard screen.

    2. In the Search Results section, click the link in the Deal Information column corresponding to the deal which you want to accept.

      The Deal Information screen appears.

    3. In the Deal Information zone, click the Accept Deal button.
    The Deal Acceptance screen appears. It contains the following fields:
    Field Name Field Description Mandatory (Yes or No)
    Status Displays the status of the deal. The valid value is:

    • Customer Accepted

    		 Not applicable
    Effective Start Date Used to specify the date from when the deal is effective for the customer.
    Note:
    Earlier, the Effective Start Date was defaulted to the Deal Start Date. Now, while accepting a deal, the system defaults either of the following date:

    • Deal start date when the deal start date is equal to or later than the system date

    • System date when the deal start date is earlier than the system date

    You can then edit the Effective Start Date, if required.

    		 Yes
    Effective End Date Used to specify the date till when the deal is effective for the customer. No
    Comments Used to specify information about accepting the deal. No
  2. Enter the required details in the Deal Acceptance screen.
  3. Click Save.
    The deal is accepted.
    Note:

    You can accept a deal only when it is in the Finalized status.

    After accepting a deal, the status of the deal changes to Customer Accepted.

Related Topics

For more information on... See...
How to search for a deal Searching for a Deal
Deal Dashboard screen Deal Dashboard
Search Deal zone Search Deal
Deal Information screen Deal Information
Deal Information zone Deal Information