Deal Approval Profile

The Deal Approval Profile zone displays the details of the deal approval profile. It contains the following sections:

• Main - Displays basic information about the deal approval profile. It contains the following fields:

  Field Name	Field Description
  Deal Approval Profile	Indicates the deal approval profile.
  Description	Displays the description of the deal approval profile.
  Detailed Description	Displays additional information about the deal approval profile.
  Approval Profile Currency	Indicates the currency in which the amounts are mentioned in the deal approval profile.
  Status	Indicates the status of the deal approval profile. The valid values are: Active Inactive

• Approval Hierarchy - Displays the approval hierarchy levels with their required limits and rights defined for approving a deal. It contains the following columns:

  Column Name	Column Description
  Level	Indicates the approval level.
  To Do Type	Indicates the To Do Type using which the To Do task is assigned to the approver/user group for approving the deal at the specified hierarchy level. Note: It has a link. On clicking the link, the To Do Type screen appears where you can view the details of the respective To Do Type.
  To Do Role	Indicates the approver/user group to whom the To Do task of the To Do Type is assigned for approving the deal at the specified hierarchy level. Note: It has a link. On clicking the link, the To Do Role screen appears where you can view the details of the respective To Do Role.
  Recommend Pricing	Indicates whether the approver/user (other than the relationship manager) at the specified hierarchy level is entitled to recommend a change in the proposed pricing of the price item. The valid values are: Yes No
  Submit Price Item For Approval	Indicates whether the approver/user at the specified hierarchy level is entitled to submit one or more price items to the product manager for approval. The valid values are: Yes No
  Approve Deal	Indicates whether the approver/user at the specified hierarchy level is entitled to approve the deal after all the discretion check is confirmed. The valid values are: Yes No
  View Only Eligible Price Items	Indicates whether the approver/user at the specified hierarchy level can view only those price items which meet the pricing limits as set in the approval hierarchy. The valid values are: Yes No
  Minimum Profitability (%)	Displays the minimum deal profitability percentage which is set for the approver/user at the specified hierarchy level for approving the deal.
  Maximum Profitability (%)	Displays the maximum deal profitability percentage which is set for the approver/user at the specified hierarchy level for approving the deal.
  Minimum Profit	Displays the minimum deal profitability amount which is set for the approver/user at the specified hierarchy level for approving the deal.
  Maximum Profit	Displays the maximum deal profitability amount which is set for the approver/user at the specified hierarchy level for approving the deal.
  Minimum Profit Variation (%)	Displays the minimum deal profitability variation percentage which is set for the approver/user at the specified hierarchy level for approving the deal.
  Maximum Profit Variation (%)	Displays the maximum deal profitability variation percentage which is set for the approver/user at the specified hierarchy level for approving the deal.
  Minimum Profit Variation	Displays the minimum deal profitability variation amount which is set for the approver/user at the specified hierarchy level for approving the deal.
  Maximum Profit Variation	Displays the maximum deal profitability variation amount which is set for the approver/user at the specified hierarchy level for approving the deal.
  Minimum Revenue	Displays the minimum deal revenue which can be approved by the approver/user at a specified hierarchy level.
  Maximum Revenue	Displays the maximum deal revenue which can be approved by the approver/user at a specified hierarchy level.

• Record Actions - This section contains the following buttons:

  Button Name	Button Description
  Edit	Used to edit the details of the deal approval profile.
  Delete	Used to delete the deal approval profile. Note: You can delete a deal approval profile only when the deal approval profile is not yet used for creating a deal type.
  Duplicate	Used to create a new deal approval profile using an existing deal approval profile.

• Record Information - This section contains the following field:

  Field Name	Field Description
  Business Object	Indicates the business object using which the deal approval profile is created in the system. In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.

By default, the Deal Approval Profile zone does not appear in the Deal Approval Profile screen. It appears when you click the Broadcast () icon corresponding to a deal approval profile in the Deal Approval Profile List zone.

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