Deal Type

The Deal Type zone displays the details of the deal type. It contains the following sections:

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

  Field Name	Field Description
  Deal Type	Displays the deal type.
  Description	Displays the description of the deal type.
  Detailed Description	Displays additional information about the deal type.
  Deal Commitment Frequency	Indicates the periodic analysis of deal usage as per the commitments made by the customer for calculating the deal financial summary. The valid values are: Biannually Monthly Quarterly Yearly
  Price Item Approval Required	Indicates whether discretion check of the individual price item is required by the approver/user for approving the deal. The valid values are: Yes No
  Assign Only If In Range	Indicates whether the deal is assigned to the approver/user as per the limits set in the Approval Hierarchy section of the Deal Approval Profile screen. The valid values are: Yes No
  Product Level Approval Required	Indicates whether discretion check of the price items at the product level is required for approving a deal. The valid values are: Yes No
  Division Level Approval Required	Indicates whether discretion check of the price items at the division level is required for approving a deal. The valid values are: Yes No
  Highest Level Approval Required	Indicates whether hierarchical approval of the deal is required for approving a deal. The valid values are: Yes No
  Status	Indicates the status of the deal type. The valid values are: Active Inactive
  Pre-Approve Existing Pricing	Indicates whether the existing price items pricing and commitments are approved for confirming the financial summary before approving a deal. The valid values are: Yes No
  To Do Reminder Days	Indicates the number of days using which the system calculates the first To Do reminder date.
  To Do High Priority Days	Indicates the number of days using which the system calculates the date when the To Do reminder of highest priority should be sent.
  Days to Inactivate	Displays the number of days prior to the last updated date of the deal after which you want to inactivate the deal. Note: The deal is automatically inactivated if no action is performed on the deal within the specified number of days in this field. The status of the deal is changed to Inactive when the deal inactivation date is equal to the system date.
  Reminder To Do Type	Indicates the To Do task that you want to send as a notification to the user for the priority days set for reviewing the deal.
  Questionnaire Template	Indicates the questionnaire template that you want to associate with the deal type.

• Algorithms - Lists the algorithms associated with the deal type. It contains the following columns:

  Column Name	Column Description
  System Event	Indicates the system event when the algorithm is executed. The valid values are: Customer/Deal References Using Quest - Indicates the algorithm that is triggered to search for deal references based on the questionnaire associated with the deal. Deal Inactivation - Indicates the algorithm that is triggered to automatically inactivate the deals which are not updated in the system for a long time. Hierarchy Creation Completion - Indicates the algorithm that is triggered for aggregating the service quantities of the customer, parent customers, grandparent customers, and sibling customers in the customer hierarchy of the deal. Post Processing Price Item Post Simulation - Indicates the algorithm that is triggered after the price item with post processing price assignment type is simulated. Price Item Group List Filter - Indicates the algorithm that is triggered to select the price items and the hierarchy entities of an entity automatically based on whether the selection characteristic type specified in the parameter is defined for the respective price item and hierarchy entity. Price Item Selection Validation - Indicates the algorithm that is triggered to validate the price item and hierarchy entity selection of an entity in a deal. Note: The algorithm attached to the Price Item Selection Validation system event is invoked when you click the Save & View Pricing & Commitment button in the Price Item Group Selection screen of the deal. Price Item Approval - Indicates the algorithm that is triggered for approving the price items assigned to the entities in the customer hierarchy of the deal. Profitability Calculation - Indicates the algorithm that is triggered for calculating the profitability of the proposed commitments defined for the price items while simulating the deal. Recommended Products Using Questionnaire - Indicates the algorithm that is triggered for searching the recommended products for the deal. Regular Price Item Post Simulation - Indicates the algorithm that is triggered after the price item with regular price assignment type is simulated. Simulation Completion - Indicates the algorithm that is triggered after the deal is simulated. Standard Price List Search - Indicates the algorithm that is triggered to derive the standard price list for the entity. Terms and Conditions Filter - Indicates the algorithm that is triggered for selecting the deal, price item, and hierarchy entity level terms and conditions automatically based on whether the selection characteristic type specified in the parameter is defined for the respective deal, price item, and hierarchy entity. Terms and Conditions Search Validation - Indicates the algorithm that is triggered to validate the terms and conditions selection of an entity at the deal, price item, and hierarchy entity level. Note: The algorithm attached to the Terms and Conditions Search Validation system event is invoked when you click the Save button in the Terms and Conditions screen.
  Sequence	Displays the order in which the algorithms with the same system event should be executed.
  Algorithm	Indicates the algorithm attached to the system event. Note: It has a link. On clicking the link, the Algorithm screen appears where you can view the details of the respective algorithm.

• Characteristics - Lists the characteristics defined for the deal type. It contains the following columns:

  Column Name	Column Description
  Effective Date	Displays the date from when the characteristic is effective for the deal type.
  Characteristic Type	Indicates the characteristic type.
  Characteristic Value	Displays the value of the characteristic type.

• Record Actions - The Record Actions section contains the following buttons:

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

• Record Information - The Record Information section contains the following field:

  Field Name	Field Description
  Business Object	Indicates the business object using which the deal type 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 Type zone does not appear in the Deal Type screen. It appears when you click the Broadcast () icon corresponding to a deal type in the Deal Type List zone.

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