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.
  To Do Type	Indicates the To Do task that you want to send as a notification to the approver/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 using which you want to derive the reference customers and deals while creating a deal using a questionnaire. Note: The reference deals are those deals which belong to the reference customers which are derived using the questionnaire.
  Standard Pricing Comparison	Indicates whether you want to include the standard price item pricing for comparison with the original and proposed price item pricing to generate the product level, division level, and deal level financial summary for a deal. The valid values are: No Yes Note: If the value is set to Yes, you need to ensure that an algorithm is attached to the Standard Price List Search system event of the deal type which fetches all price lists where the Available for Deal Pricing and Standard for Deal Pricing fields are set to Yes.
  Default Simulation View	Indicates the simulation data that should appear, by default, on loading the Deal Information and Pricing and Commitments screens. The valid values are: All Proposed Proposed and Original Proposed and Standard Note: The Default Simulation View field appears only when the Standard Pricing Comparison field is set to Yes. If the Standard Pricing Comparison field is set to No, the system, by default, sets the default simulation data to Proposed and Original. While viewing the customer hierarchy or pricing and commitments of a deal, you can anytime change the option from the Compare Type list and view the simulation data of your choice.

• 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: Bespoke Price List Post Processing - Indicates the algorithm that is triggered after creating a bespoke price list for an entity during deal orchestration. Bespoke Price List Pre-Processing - Indicates the algorithm that is triggered before creating a bespoke price list for an entity during deal orchestration. Custom Approver Level Criteria - Indicates the algorithm that is triggered to validate the custom approver level set for approving the deal. Note: If the custom criteria is met, the system assigns the deal to the next level in the approval hierarchy. However, if the custom criteria is not met, the system does not assign the deal to the next level in the approval hierarchy. If the algorithm is not attached to the Custom Approver Level Criteria system event, the system assigns the deal to the next level in the approval hierarchy only when the approval level criteria is met. 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. Fetch Next Approver Level - Indicates the algorithm that is triggered to skip an approver level in the approval hierarchy and assign the deal to the respective next approval level for approving the deal. Note: The algorithm attached to the Fetch Next Approver Level system event is invoked when relationship manager (at Level 0) clicks the Send Deal for Approval button. 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 Post processing - Indicates the algorithm that is triggered to select the interdependent price items when one price item from the predefined group (i.e., extendable lookup value) is selected. Note: The algorithm attached to the Price Item Selection Post processing system event is invoked when you click the Save or Save and View Pricing and Commitments button in the Price Item Selection screen of the deal. 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 Selection 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 Selection 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.

• Pricing And Commitment Columns Configuration - Lists the columns that are configured and rendered for the Pricing and Commitments section of the Pricing and Commitments screen for the deal. It contains the following columns:

  Column Name	Column Description
  Sequence	Indicates the sequence of the configurable column.
  Column Name	Indicates the configurable column. The valid values are: Approver Assignment Level Average Price Cost Price List Pricing Information Profit Profit Variation (%) Profitability (%) Revenue Status T&C User Defined 1 User Defined 2 User Defined 3 User Defined 4 User Defined 5 Variation (%) Volume
  Selection Criteria	Indicates the selection type of the configurable column. The valid values are: Mandatory - Indicates that the configured column is mandatory and cannot be removed from the Pricing and Commitments screen. Optional - Indicates that the configured column is optional and can be removed from the Pricing and Commitments screen if not required. Standard - Used to indicate that the configured column is standard and can be added in the Pricing and Commitments screen whenever required.

• 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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