Customer Hierarchy Icons in Deal Pricing Management
Oracle Revenue Management and Billing provides the ability to distinguish the level in the customer hierarchy at which the deal is created. The following icons are newly introduced in this release:
| Icon | Purpose |
|---|---|
|
Indicates that the person is an independent person and does not belong to any customer hierarchy. |
|
Indicates that the person is the parent person (i.e. the person at the highest level) in the customer hierarchy. |
|
Indicates that the person is at the middle layer (i.e. the person has a parent person and one or more child persons) in the customer hierarchy. |
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Indicates that the person is the child person (i.e. the person at the lowest level) in the customer hierarchy. |
These icons will help the relationship manager and the deal approvers to understand the level in the customer hierarchy at which the deal is created. The system displays the above hierarchy icons corresponding to the records when you search for an existing customer for whom you want to create a new deal. This helps to clearly relate at which level in the customer hierarchy the deal will be created. Note that these icons appear only when you search using the Customer Details option from the Search By list in the Search Entity zone.
In addition, the system displays the above hierarchy icons in the Entity Hierarchy section when you are viewing the details of a deal that is created for an existing customer.