Associating a Deal Approval Profile with a Deal Type

Prerequisites

To associate a deal approval profile with a deal type, you should have:

  • Approval types defined in the application

  • Divisions defined in the application

  • Customer segments and customer tiers defined in the application

  • Products defined in the application

  • Deal approval profiles defined in the application

Procedure

To associate a deal approval profile with a deal type:

  1. Ensure that the Deal Approval Profiles section is expanded in the Deal Type screen when you are defining, editing, or copying a deal type.

    The Deal Approval Profiles section contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Effective Start Date Used to indicate the date from when the deal approval profile is effective for the deal type.
    Note: The effective start date cannot be later than the effective end date.
    		 Yes
    Effective End Date Used to indicate the date till when the deal approval profile is effective for the deal type.
    Note: The effective end date cannot be earlier than the effective start date.
    		 No
    Approval Type Used to indicate whether the deal type is used for approving a deal in the product level approval workflow, deal level approval workflow, or division level approval workflow. The valid values are:

    • Deal

    • Division

    • Product

    		 Yes
    Division Used to indicate the division for which the deal level approval, division level approval, or product level approval is required.
    Note: You can only view those divisions to which you have access in the Division list.
    		 Yes
    Customer Segment Used to indicate the customer segment to which the deal type is associated.
    Note: This field is disabled when you select the Division or the Product option from the Approval Type field.
    		 Yes
    Customer Tier Used to indicate the customer tier to which the deal type is associated.
    Note: This field is disabled when you select the Division or the Product option from the Approval Type field.
    		 Yes
    Product Used t to indicate the product for which the product level approval is required.
    Note:

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

    On specifying a product, the description of the product appears corresponding to the Product field.

    This field is enabled only when you select the Product option from the Approval Type field.

    		 Yes (Conditional)
    Note: This field is required for approving a deal in the product level approval workflow.
    Deal Approval Profile Used to indicate the approval profile which you want to use for approving the deal.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Deal Approval Profile field. On clicking the Search icon, the Deal Approval Profile Search window appears.

    On specifying the value for a deal approval profile, the description of the deal approval profile appears corresponding to the Deal Approval Profile field.

    		 Yes
  2. Enter the required details in the Deal Approval Profiles section.
  3. If you want to associate more than one deal approval profile with the deal type, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to disassociate a deal approval profile from the deal type, click the Delete (The Delete Icon) icon corresponding to the deal approval profile.
  4. Click Save.
    The deal approval profile is associated with the deal type.

Related Topics

For more information on... See...
Deal Type screen Deal Type
How to define a deal type Defining a Deal Type
How to edit a deal type Editing a Deal Type
How to copy a deal type Copying a Deal Type