Updating Pricing and Commitments of a Deal in the Offline Mode

Oracle Revenue Management and Billing enables the relationship manager to download the pricing and commitments of a deal. A new button named Download is available in the Deal Information screen. It is enabled only for the relationship manager and not for any deal approver. On clicking the Download button, the system extracts the pricing and commitments of a deal version in the Excel format. Before clicking the Download button, you need to ensure that the report code using which you want to extract the data in the Excel format is specified in the Deal Pricing Download option type of the C1-DEAL feature configuration. The DLDWLD report code is already shipped with the release. You can specify the DLDWLD report code or a custom report code (based on the requirements) in the Deal Pricing Download option type of the C1-DEAL feature configuration.

Once the pricing and commitments details are extracted in the Excel format, you can edit the pricing and commitments of the required price item and pricing parameters combination in the Excel sheet. Once the sheet is updated, you can upload the changes in the system. A new button named Upload is available in the Deal Information screen. It is enabled only for the relationship manager and not for any deal approver. On clicking the Upload button, a screen appears which enables you to upload the file. Once the file is uploaded, the changes are reflected in the deal. The status of the deal is changed to Pending Simulation. You can then simulate the deal version and assign it to the next level for approval. Before simulating the deal, you can also edit the pricing and commitments (if required) from the user interface.