Adding Adhoc Revenue and Cost for a Deal

Prerequisites

To add an adhoc revenue and cost for a deal, you should have:

  • Currencies defined in the application

  • Values defined for the Revenue/Cost Type and Revenue Type in the REVENU_​COST_​GRP_​FLG and REV_​TYPE_​FLG lookup fields respectively.

Procedure

To add an adhoc revenue and cost for a deal:

  1. Search for the deal or deal version in the Search Deal zone of the Deal Dashboard screen for which you want to add an adhoc revenue and cost.
  2. Click the Adhoc Revenue and Cost link at the top right corner of the Deal Information zone.
    The Adhoc Revenue And Cost screen appears. It contains the following fields in a grid:
    Field Name Field Description Mandatory (Yes or No)
    Sequence Used to specify the sequence number of the adhoc revenue or cost for the deal. Yes
    Currency Used to indicate the currency in which you want to specify the adhoc charge for the deal.
    Note: The list includes only those currencies which are defined in the system.
    		 Yes
    Amount Used to specify the amount for the adhoc revenue or cost.
    Note: You can also specify negative value in this field.
    		 Yes
    Division Used to indicate the division for which the adhoc charge is applicable.
    Note: You can view only those divisions to which you have access in the Division list.
    		 Yes
    Price Item Used to indicate the price item for which you want to add the adhoc charge.
    Note:

    By default, this field is inactive. This field appears when the Price Item Level option is selected from the Revenue/Cost Type list.

    The Search (The Search Icon) icon appears corresponding to the Price Item field. On clicking the Search icon, the Price Item Search window appears.

    On indicating the price item, the description of the price item appears corresponding to the Price Item field.

    		 Yes (Conditional)
    Note: This field is required while adding adhoc revenue and cost for price items.
    Revenue/Cost Type Used to indicate the group to which the adhoc charge belongs. The valid values are:

    • Adhoc Revenue

    • Courier Cost

    • Deal Commission

    • Price Item Level

    • Travel Cost

    Note: The list includes only those values which are present in the REVENU_​COST_​GRP_​FLG lookup field.
    		 Yes
    Amount Type Used to indicate the type of revenue using which you want to add an adhoc charge for the deal. The valid values are:

    • Cost

    • Revenue

    Note: The list includes only those values which are present in the REV_​TYPE_​FLG lookup field.
    		 Yes
  3. Enter the required details in the Adhoc Revenue And Cost screen.
  4. If you want to associate more than one adhoc revenue and cost for the deal, click the Add (The Add Icon) icon corresponding to the adhoc revenue and cost and then repeat step 3.
    Note: However, if you want to remove an adhoc revenue and cost from the deal, click the Delete (The Delete Icon) icon corresponding to the adhoc revenue and cost.
  5. Click Save.
    The adhoc revenue and cost is added for the deal.
    Note: You cannot add or edit an adhoc revenue and cost if the deal has reached the Finalized status.

Related Topics

For more information on... See...
Deal Dashboard screen Deal Dashboard
Search Deal zone Search Deal
Deal Information zone Deal Information
Adhoc Revenue and Cost screen Adhoc Revenue and Cost