Apply Back or Orchestration

Once the deal is accepted for an existing customer or account, you can click the Apply Back button. On clicking the Apply Back button, the system does the following:

• Copies a new proposed price list assignment and assigns the price list to the respective customer or account in the Active status.

• Ends the price assignment of the respective customer or account when it is overridden or edited for the prospect customer or account.

• Creates a new price assignment for respective customer or account when it is overridden or edited for the prospect customer or account.

• Copies a new proposed product enrollment and enrolls the respective account for the product in the Active status.

The customer acceptance date is used as the start date while adding the new price list assignments, price assignments, and product enrollments.

Once the above changes are made, the system changes the status of the deal to Fully Orchestrated. The system enables you to onboard a prospect person or account through the File Upload Request utility. Once the person or account is created, the system checks whether there is any deal with the specified deal identifier in the Customer Accepted status. If so, the system checks whether the primary person or account identifier matches with the primary prospect person or account identifier, respectively. If so, the system adds the person or account ID corresponding to the prospect person or account. Then, the system changes the status of the deal to Partially Orchestrated. Once the system creates persons and accounts for the entire prospect hierarchy, the status of the deal is changed to Fully Orchestrated.