Editing a Deal Approval Profile

Prerequisites

To edit 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 edit 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 Search option from the Deal Approval Profile sub-menu.
    The Deal Approval Profile screen appears.
  4. In the Deal Approval Profile List zone, click the Edit (The Edit Icon) icon in the Edit column corresponding to the deal approval profile whose details you want to edit.

    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 the 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. Not applicable
    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 edit the details of a deal approval profile by clicking the Edit button in the Deal Approval Profile zone.
  5. Modify the required details in the Main section.
  6. Add, edit, or remove approval levels in the approval hierarchy, if required.
  7. Click Save.
    The changes made to the deal approval profile are saved.

Related Topics

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