Defining a Deal Version

Prerequisites

To define a deal version, you should have:

Procedure

To define a deal version:

Search for the deal for which you want to define a deal version in the Deal Dashboard screen.
In the Search Results section, click the link in the Deal Information column corresponding to the deal for which you want to define a deal version.
The Deal Information screen appears.

In the Deal Information zone, click the Create Deal Version button.

The Deal Version screen appears. It contains the following fields:

Field Name	Field Description	Mandatory (Yes or No)
Deal Information	Displays a concatenated string of information about the deal separated by a comma (,) for which you want to define a deal version.	Not applicable
Deal Version Description	Used to specify the description for the deal version	Yes
Deal Version Creation Method	Used to indicate the method using which you want to create the deal version. The valid values are: Copy From Current Version With Changes - Used to indicate that you want to copy the customer hierarchy and pricing and commitment details from the current deal version to the new deal version. Fetch Latest Hierarchy - Used to indicate that you want to derive the latest customer hierarchy from the system. Note: In this case, you will have to select the price items, assign the required price lists to the entities, override or edit the required proposed pricing, and add commitments from scratch in the new deal version. Also, the system will include all the prospect persons and accounts associated with the customer in the entity hierarchy of the deal version.	Yes

Enter the required details in theDeal Version screen.
Click Save.
The deal version is created and the Deal Information screen appears with the details of the deal version updated in the Deal Information zone.
Note: Earlier, when any deal version of a deal was in the Finalized status and deal was in the Pending for Approval or Approved status, you were not able to add a new deal version to the deal. Now, in such scenarios, you can add a new deal version to the deal. In addition, after adding a new deal version to the deal, the deal status would be set to the highest deal version status.

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