Deal

The Deal zone allows you to define a deal for an entity (i.e. the customer, account, or prospect person) which is already available in the system. It contains the following sections:

• Main - Used to specify basic details about the deal. It contains the following fields:

  Field Name	Field Description
  Deal Entity Information	Displays information about the entity (i.e. the customer, account, or prospect person) for which you want to define a deal.
  Deal ID	Displays the deal ID. Note: The deal ID is generated automatically when you click the Save button in the Deal zone.
  Contracted Deal	Used to indicate that the change in the price item pricing from the price list does not affect the price item pricing offered in the deal created for an existing customer, account, or prospect.
  Copy Template	Used to indicate the deal template which you want to use for creating the deal. Note: The Search () icon appears corresponding to the Copy Template field. On clicking the Search icon, the Copy From window appears where you can select the respective details from the template.
  Deal Entity	Indicates the entity (i.e. the customer, account, or prospect person) for which you want to create a deal. The valid values are: Account Customer Prospect Note: This field cannot be edited. The list includes only those values which are present in the DEAL_​ENTITY_​TYPE_​FLG lookup field.
  Status	Indicates the current status of the deal. Note: This field cannot be edited. The value of this field is automatically populated when you enter all the details for creating a deal and press the Save button. The list includes only those values which are present in the DEAL_​STATUS lookup field.
  Customer Segment	Indicates the business component to which the entity (i.e. the customer, account, or prospect person) belongs. Note: This field cannot be edited. The value of this field is set to the value that is specified in the Person screen. The list includes only those values which are present in the CUST_​SEG_​FLG lookup field.
  Customer Tier	Indicates the customer tier of the customer segment to which the entity (i.e. the customer, account, or prospect person) belongs. Note: This field cannot be edited. The value of this field is set to the value that is specified in the Person screen. The list includes only those values which are present in the CUST_​TIER_​FLG lookup field.
  Access Group	Indicates the user group who can view and edit the details of the entity (i.e. the customer, account, or prospect person). Note: The value of this field is set to the value that is specified in the Person screen.
  Division	Indicates the division with which the entity (i.e. the customer, account, or prospect person) is associated. Note: This field cannot be edited. The value of this field is set to the value that is specified in the Person screen.
  Deal Identifier	Used to specify the primary identifier using which you want to create a deal for the entity in the system. Note: You should ensure that every deal has a unique deal identifier. An error message appears when you save a deal with a deal identifier which is already used for creating a deal.
  Deal Type	Used to indicate the deal type using which you want to create a deal in the system. Note: The Search () icon appears corresponding to the Deal Type field. On clicking the Search icon, the Deal Type Search window appears. On specifying the deal type, the description of the deal type appears corresponding to the Deal Type field. The Deal Type Search window lists only those deal types having the Division, Customer Segment, and Customer Tier combination which best fits with the Division, Customer Segment, and Customer Tier combination as specified in the Person screen of the entity (i.e. the customer, account, or prospect person).
  Deal Currency	Used to specify the currency in which you want to calculate the deal level, division level, and the product level financial summary and profitability of the deal. Note: The list includes only those currencies which are already defined in the system.
  Simulation Type	Used to indicate the level at which you want to analyze the cost, revenue, and profitability of the deal. The valid values are: Account - Used to indicate that you want to analyze the cost, revenue, and profitability at the account level. Customer - Used to indicate that you want to analyze the cost, revenue, and profitability at the customer level. Deal - Used to indicate that you want to analyze the cost, revenue, and profitability at the deal level.
  Accounts to Include in Simulation	Used to indicate the accounts that you want to consider for analyzing the cost, revenue, and profitability of the deal. The valid values are: Accounts of this Customer - Used to indicate that you want to consider only the accounts (including the existing and prospect accounts) of the customer in the deal. All Accounts in the Hierarchy - Used to indicate that you want to consider all the accounts of the customer, its child persons, and the child persons' accounts in the deal. Only Prospect Accounts of this Customer - Used to indicate that you want to consider only the prospect accounts of the customer in the deal. Note: This option appears only when the Deal Entity is set to Customer and the Simulation Type is set to Customer. If you do not specify a value in the Accounts to Include in Simulation field, the system, by default, sets its value to All Accounts in the Hierarchy.
  Start Date	Used to specify the date from when the deal is effective for the entity (i.e. the customer, account, or prospect person). Note: This date is also used as the Effective Start Date for the proposed price list assignment, price assignment and Start Date for proposed product enrollment.
  Price Selection Date	Used to specify the starting date from when the price lists, pricing assignments, and product enrollments are considered for calculating the original pricing in the deal.
  End Date	Used to specify the date till when the deal is effective for the entity (i.e. the customer, account, or prospect person).
  Review Frequency	Used to indicate the timely monitoring of the deal usage as per the commitments made by the customer. Note: The list includes only those values which are present in the REVIEW_​FREQUENCY_​FLG lookup field.
  Deal Frequency	Used to indicate the duration for which you want to simulate the deal for calculating the financial summary and profitability of the deal. Note: The list includes only those values which are present in the FREQUENCY_​FLG lookup field.
  Usage Period	Used to indicate the period for which you want to aggregate the deal data to determine the scope of the deal. Note: The list includes only those values which are present in the USAGE_​PERIOD_​FLG lookup field.
  Deal Description	Used to specify the description for the deal.
  Deal Version Description	Used to specify the description for the deal version.
  Skip Reference	Used to indicate whether you want to use a deal which is already created in the system as a reference for copying the pricing and commitments while creating a deal for the existing customer, account, or prospect person.. Note: If you select the check box corresponding to the Skip Reference field and click Save, the system will direct you to the Deal Information - Pricing/Commitments page in the Pending Simulation status to define the price list assignments, price assignments, and product enrollments for the deal. If you do not select the check box corresponding to the Skip Reference field and click Save, the system will direct you to the Deal Information - Reference page in the Draft status to select reference whose price item pricing, price list assignments, and product enrollments you want to use for the deal
  Skip Questionnaire	Used to indicate whether you want to derive reference customers and deals during a deal creation using a questionnaire. Note: If a questionnaire template is not specified in the respective deal type or if the questionnaire template is not effective on the deal start date or if the Skip Questionnaire option is selected during the deal creation, the system derives the reference customers for the deal using the division, customer segment, and customer tier combination.

• Product - Used to recommend a list of products to which the accounts in the customer hierarchy can be enrolled. It contains the following field in a grid:

  Field Name

  Field Description

  Product

  Used to indicate the product that you want to recommend for the deal. Note: The Search () icon appears corresponding to the Product field. On clicking the Search icon, the Product Search window appears. On specifying the product, the description of the product appears corresponding to the Product field. The Product Search window lists only those products which are effective on the deal start date.

  Note:

  The system automatically derives recommended products for the deal when the questionnaire contains questions where the question applicability is set to Package and Product Reference.

  The system derives the recommended products from the reference deals. It only considers automatically recommended products of the reference deals and not manually recommended products of the reference deals.

• Characteristics - Used to define a list of characteristics for the deal. It contains the following fields in a grid:

  Field Name	Field Description
  Effective Date	Used to specify the date from when the characteristic is effective for the deal.
  Characteristic Type	Used to indicate the characteristic type. Note: The list includes only those characteristic types where the characteristic entity is set to Deal.
  Characteristic Value	Used to specify the value for the characteristic type. Note: If you select a predefined characteristic type, the Search () icon appears corresponding to the Characteristic Value field. On clicking the Search icon, the Predefined Characteristic Search window appears. On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.

In addition, the Deal zone contains the following buttons:

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