Defining a Characteristic for a Deal Type

Prerequisites

To define a characteristic for a deal type, you should have:

Characteristic types defined in the application (where the characteristic entity is set to Deal Type)

Procedure

To define a characteristic for a deal type:

Ensure that the Characteristics section is expanded in the Deal Type screen when you are defining, editing, or copying a deal type.

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 type.	Yes (Conditional) Note: This field is required while defining a characteristic for the deal type.
Characteristic Type	Used to indicate the characteristic type. Note: The list includes only those characteristic types where the characteristic entity is set to Deal Type.	Yes (Conditional) Note: This field is required while defining a characteristic for the deal type.
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 type.

Enter the required details in the Characteristics section.
If you want to define more than one characteristic for the deal type, click the Add () icon and then repeat step 2.

Note: However, if you want to remove a characteristic from the deal type, click the Delete () icon corresponding to the characteristic.
Click Save.
The characteristic is defined for the deal type.

Related Topics