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:

  • Terms and conditions defined in the application

  • Terms and conditions mapped to the hierarchy entity

Procedure

To associate deal-specific terms and conditions with a hierarchy entity:

  1. 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.
  2. In the Pricing and Commitments zone, click the Edit (The Edit Icon) 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:

    • 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 (The Edit Icon) 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.

    • Adhoc Terms and Conditions - Used to add deal-specific adhoc terms and conditions for the hierarchy entity.

  3. Select the required terms and conditions for the hierarchy entity from the Terms and Conditions Section section.
  4. 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...
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