Associating Deal-Specific Terms and Conditions with a Hierarchy Entity
Prerequisites
To associate deal-specific terms and conditions with a hierarchy entity you should have:
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Terms and conditions defined in the application
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Terms and conditions mapped to the hierarchy entity
Procedure
To associate deal-specific terms and conditions with a hierarchy entity:
- Ensure that the Pricing and Commitments zone is expanded when you are associating deal-specific terms and conditions with a hierarchy entity of a prospect person or a prospect account in the Pricing and Commitments screen.
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In the Pricing and Commitments zone,
click the Edit (
) icon in the Terms and Conditions column corresponding to the hierarchy entity to which you want to associate deal-specific terms and conditions.
The Terms and Conditions screen appears. It contains the following field:Field Name Field Description Hierarchy Entity Information Indicates the hierarchy entity to which you want to associate deal-specific terms and conditions. In addition, the Terms and Conditions screen contains the following sections:
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Terms and Conditions Section - Lists the terms and conditions that are mapped to the hierarchy entity. It contains the following buttons:
Button Name Button Description Select All Used to select all the available terms and conditions for the hierarchy entity from the list. De-select All Used to de-select all the terms and conditions from the list. Refresh Terms and Conditions Used to de-select the terms and conditions that are selected for the hierarchy entity from the list. Note: You can also select or de-select the terms and conditions by clicking the check box corresponding to the respective terms and conditions.On clicking the Edit (
) icon corresponding to the terms and conditions in the Terms and Conditions Section section, you can view and edit the terms and conditions of the price item.
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Adhoc Terms and Conditions - Used to add deal-specific adhoc terms and conditions for the hierarchy entity.
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- Select the required terms and conditions for the hierarchy entity from the Terms and Conditions Section section.
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Click Save.
The deal-specific terms and conditions are associated with the hierarchy entity.Note: You can associate deal-specific terms and conditions with a hierarchy entity until the deal is in the Customer Accepted or Rejected status.
Related Topics
For more information on... | See... |
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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 |
Mapping Terms and Conditions screen | Mapping Terms and Conditions |