Approving Pricing of a Price Item

Procedure

To approve a price item in a deal:

  1. In the Simulation Details zone, click the Edit (The Edit Icon) icon in the Pricing and Commitments column corresponding to the person or account whose price item pricing you want to approve.
    The Pricing and Commitments screen appears.
  2. In the Pricing and Commitments section, ensure that the Price Item Hierarchy sub-section is expanded when you are approving the pricing of a price item.
  3. Click the check box corresponding to the price item that you want to approve for the deal.
    Note:

    The check box appears when the price item is assigned to the user for approval.

    You can select multiple price items at a time for approving.

    The Check Limits button is activated.
  4. Click the Check Limits button.
    A message appears confirming the approval status of the price item.
  5. Click OK
    The price item is approved for the deal.
    Note:

    The price item can be approved by the approver when the average price of the price item falls within the floor and ceil values defined for the approver in the price item screen.

    If the average price of the price item falls within the floor and ceil values defined for the approver, then the status of the price item is changed to Approved.

    If the average price of the price item does not fall within the floor and ceil values defined for the approver, then the status of the price item is changed to Pending For Approval.

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
Simulation Details zone Simulation Details
Pricing and Commitments screen Pricing and Commitments
Pricing and Commitments section Pricing and Commitments