Defining a Deal Approval Profile

Prerequisites

To define a deal approval profile, you should have:

  • Currencies defined in the application

  • Approval hierarchy levels defined in the application

  • To Do roles and To Do types defined in the application

Procedure

To define a deal approval profile:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select D and then click Deal Approval Profile.
    A sub-menu appears.
  3. Click the Add option from the Deal Approval Profile sub-menu.

    The Deal Approval Profile screen appears. It contains the following sections:

    • Main - Used to specify basic details about the deal approval profile.

    • Approval Hierarchy - Used to define the approval levels in the approval hierarchy with their required limits and rights for approving a deal.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Deal Approval Profile Used to specify the deal approval profile. Yes
    Description Used to specify the description for the deal approval profile. Yes
    Detailed Description Used to specify additional information about the deal approval profile. Yes
    Approval Profile Currency Used to indicate the currency in which the amounts are mentioned in the deal approval profile.
    Note: The list includes only those currencies which are already defined in the system.
    		 Yes
    Status Used to indicate the status of the deal approval profile. The valid values are:

    • Active

    • Inactive

    Note: Only the active deal approval profiles can be assigned to the deal type for approving the deal.
    		 Yes
    Tip: Alternatively, you can access this screen by clicking the Add button in the Page Title area of the Deal Approval Profile screen.
  4. Enter the required details in the Main section.
  5. Define approval levels in the approval hierarchy with the required limits and rights for approving the deal.
  6. Click Save.
    The deal approval profile is defined.

Related Topics

For more information on... See...
Deal Approval Profile screen Deal Approval Profile
How to define an approval level in the approval hierarchy Defining an Approval Level in the Approval Hierarchy