Setting the C1-Deal Feature Configuration

The C1-Deal feature configuration enables you to configure various settings related to the Deal Pricing Management feature.

Prerequisites

To set the C1-Deal feature configuration, you should have:

  • Required FOP based reports defined in the application

Procedure

To set the C1-Deal feature configuration:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select F and then click Feature Configuration.
    A sub-menu appears.
  3. Click the Search option from the Feature Configuration sub-menu.
    The Feature Configuration Query screen appears.
  4. In the Feature Configuration Search zone, enter C1-Deal in the Feature Name field.
    Note: ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.
  5. Click Search.
    A list of feature configurations that meet the search criteria appears in the search results.
  6. In the Search Results section, click the link in the Description column corresponding to the feature configuration whose details you want to edit.

    The Feature Configuration screen appears. It contains the following option types:

    Option Type Description Mandatory (Yes or No)
    Account Limit for Online Hierarchy Creation Used to determine whether the customer hierarchy for a deal should be created in the online or deferred mode. If the number of accounts in the customer hierarchy does not exceed the account limit, the system creates the corresponding prospect persons and accounts for the deal immediately and then changes the status of the deal to Pending Simulation. However, if the number of accounts in the customer hierarchy exceeds the account limit, the status of the deal is changed to Hierarchy Creation Deferred.
    Note:

    This option type is considered when a deal is created for an existing customer or prospect with the simulation type set to Customer.

    You must specify a value greater than or equal to zero.

    On executing the C1_​HRC batch, the system checks whether there are any deals in the Hierarchy Creation Deferred status. If so, the system creates the corresponding prospect persons and accounts for the deal and then changes the status of the deal to Pending Simulation. For more information about the batch, see Oracle Revenue Management and Billing Batch Guide.

    		 Yes
    Footnote Character for Terms & Conditions in Deal Extract Used to specify a special character which you want to use while inserting terms and conditions of a price item or hierarchy entity as footnotes in the deal extract report. For example, *, $, &, #, etc. Yes
    Deal Comparison Report Used to specify the FOP based report using which you want to extract the deal comparison report in the Excel format.
    Note: You can set the value of this option type to DCMR or to any custom FOP based report which is designed to show the deal comparison report in the Excel format.
    		 Yes
    Company Logo File Name for Deal Extract Used to specify the company logo file that you want to embed while extracting the deal information in the PDF format for the customer review and acceptance.
    Note:
    You must upload the specified company logo file in the required FOP based report using which you want to extract the deal information in the PDF format. It is then stored at the following location: 
    /scratch/rmbbuild/spl/INSTALL_DIR/splapp/reporting/xsl/

    Here, you must specify a file name along with the extension.

    		 Yes
    Price Item Status Characteristic Type Used to indicate the characteristic type where the status of a price item is stored. This characteristic type is defined for a price item. The system uses this characteristic type while deriving active price items in the price item hierarchy of an existing customer or account in a deal. Here, you must specify a characteristic type where the characteristic entity is set to Price Item.
    Note: The C1-DLPIS characteristic type is shipped with the product.
    		 Yes
    Default Period in Deal Dashboard and Deal Approver Dashboard Used to specify the duration in months. The system calculates the default period considering the specified duration and system date, and accordingly shows the details for the default period in:

    • Deal Metrics, Deal Statistics, Deal To Dos, and Search Deal zones of the Deal Dashboard screen

    • Deal Metrics, Deal To Dosand Search Deal zones of the Deal Approver Dashboard screen

    For example, if the system date is 07-11-2021 and the value for this option type is set to 12, then the system displays the following information in the respective zone of the Deal Dashboard screen on 07-11-2021:

    • Deal Metrics - Indicates number of deals which are created, pending for approval, ready for finalization, pending for client acceptance, won, and rejected between Aug 2020 to July 2021.

    • Deal Statistics - Graphically represents the number of deals of an existing customer, existing account, and prospect in a particular status.

    • Deal To Dos - Lists the To Dos which are created between Aug 2020 to July 2021.

    • Search Deals - Lists deals where start date fall between Aug 2020 to July 2021.

    		 Yes
    Deal Profitability Report Used to specify the FOP based report using which you want to extract the deal profitability report in the Excel format.
    Note: You can set the value of this option type to DLPRTEXLR or to any custom FOP based report which is designed to show the deal profitability report in the Excel format.
    		 Yes
    Deal External Report in Excel Used to specify the FOP based report using which you want to extract the deal information in the Excel format for the customer review and acceptance.
    Note: You can set the value of this option type to DEEEXCEL or to any custom FOP based report which is designed to show the deal information to the customer in the Excel format.
    		 Yes
    Deal External Report in PDF Used to specify the FOP based report using which you want to extract the deal information in the PDF format for the customer review and acceptance.
    Note: You can set the value of this option type to DEEPDF or to any custom FOP based report which is designed to show the deal information to the customer in the PDF format.
    		 Yes
    Deal Internal Report in Excel Used to specify the FOP based report using which you want to extract the deal information in the Excel format for the internal review.
    Note: You can set the value of this option type to DEIEXCEL or to any custom FOP based report which is designed to show the deal information to the internal user in the Excel format.
    		 Yes
    Deal Internal Report in PDF Used to specify the FOP based report using which you want to extract the deal information in the PDF format for the internal review.
    Note: You can set the value of this option type to DEIPDF or to any custom FOP based report which is designed to show the deal information to the internal user in the PDF format.
    		 Yes
    Validate Average Price Against Proposed Price List Pricing Used to indicate whether the average price of a price item in a deal should be validated against the proposed price list pricing. The valid values are:

    • Y - Indicates that the average price of a price item in a deal should be validated against the proposed price list pricing.

    • N - Indicates that the average price of a price item in a deal should be validated against the eligible price list pricing.

    Note: This option type is considered when the Price Item Approval Required field is set to Yes in the respective deal type.
    		 Yes
    Deal Pricing and Commitments - Pagination Limit Used to specify the maximum number of records that can be displayed on filtering the data in each page of the Deal Pricing and Commitments screen.
    Note: You must specify a numeric value greater than zero.
    		 Yes
    Deal Questionnaire - Pagination Limit Used to specify the number of questions that should appear in the Questionnaire page of the Deal Information screen.
    Note: You must specify a numeric value greater than zero.
    		 Yes
    Refer Volume Aggregation Used to indicate whether you want to derive the following for an account in a deal from the charge and volume aggregation tables:

    • Recurring and non-recurring pass through charges

    • Commitments from recurring and non-recurring SQI based billable charges

    The valid values are:

    • Y - Indicates that you want to extract the charges and commitments of an account from the C1_​CHARGE_​AGGR and C1_​VOLUME_​AGGR tables, respectively, while viewing the pricing and commitment details of the account.

      Note: If you want to refer the data from the C1_​CHARGE_​AGGR and C1_​VOLUME_​AGGR tables, you need to execute the PREAGGR and CSTPREAG batches before creating a deal for an existing customer or account. For more information about these batches, see Oracle Revenue Management and Billing Batch Guide.

    • N - Indicates that you want to derive the charges and commitments of an account for the deal frequency, at the runtime, while viewing the pricing and commitment details of the account.

    		 Yes
    Thread Count for Price Item Hierarchy Used to specify the number of threads you want to spawn in parallel. It is used while deriving the price item hierarchy for an existing customer or account in a deal.
    Note: You must specify a numeric value greater than zero.
    		 Yes
    Valid Period for Seasonal Pricing in Months Used to specify the maximum duration in months for which you can offer a seasonal pricing for a price item in a deal. The system then validates the end date of a seasonal pricing using the specified duration. For example, if the value for this option type is set to 6 and the seasonal pricing start date is 02-01-2021, then the system checks whether the end date of the seasonal pricing is not beyond 07-31-2021. Yes
    Volume and Commitment Limit Online Simulation Used to determine whether the cost, revenue, and profitability for a deal version should be calculated in the online or deferred mode. If the proposed commitments do not exceed the specified limit, the system calculates the cost, revenue, and profitability for the deal version immediately and then changes the status of the deal and its version to Simulated. However, if the proposed commitments exceed the specified limit, the status of the deal is changed to Simulation Deferred.
    Note:

    You must specify a value greater than or equal to zero.

    On executing the C1_​SMLD batch, the system checks whether there are any deals in the Simulation Deferred status. If so, the system calculates the cost, revenue, and profitability for the deal version and then changes the status of the deal and its version to Simulated. For more information about the batch, see Oracle Revenue Management and Billing Batch Guide.

    		 Yes
    Deal Dashboard Default View Used to indicate whether the system should list the information of deals, which are created by the logged in user or which are created by a set of users who belong to the logged in user's access group, by default, in the Deal Dashboard screen. The valid values are:

    • U - Used when you want to view the information of deals, which are created by the logged in user, by default, in the Deal Dashboard screen.

    • UG - Used when you want to view the information of deals, which are created by a set of users who belong to the logged in user's access group, by default, in the Deal Dashboard screen.

    Note: If you do not set this option type, the system, by default, shows the data of the logged in user in the Deal Dashboard screen.
    		 No
  7. Enter the values for the required option types in the Feature Configuration screen.
  8. Click the Save button in the Page Title area.
    The changes made to the feature configuration are saved.