Defining a Characteristic for a Deal
Prerequisites
To define a characteristic for a deal, you should have:
-
Characteristic types defined in the application (where the characteristic entity is set to Deal)
Procedure
To define a characteristic for a deal:
-
Ensure that the Characteristics section
is expanded in the Deal zone when you are
defining a deal.
The Characteristics section contains the following fields in a grid:
Field Name Field Description Mandatory (Yes or No) Effective Date Used to specify the date from when the characteristic is effective for the deal. Yes (Conditional) Note: This field is required while defining a characteristic 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.Yes (Conditional) Note: This field is required while defining a characteristic for the 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.
Yes (Conditional) Note: This field is required while defining a characteristic for the deal. - Enter the required details in the Characteristics section.
-
If you want to define more than one characteristic for
the deal, click the Add (
) icon and then repeat step 3.
Note: However, if you want to remove a characteristic from the deal, click the Delete (
) icon corresponding to the characteristic. -
Click Save.
The characteristic is defined for the deal.
Related Topics
| For more information on... | See... |
|---|---|
| How to define a deal | Defining a Deal |
| Deal zone | Deal |