Editing Deal-Specific Terms and Conditions

Prerequisites

To edit deal-specific terms and conditions you should have:

  • Terms and conditions associated with the deal

Procedure

To edit deal-specific terms and conditions:

  1. Search for the deal in the Deal Dashboard screen.
  2. In the Search Results section, click the link in the Deal Information column corresponding to the deal whose terms and conditions you want to edit.
    The Deal Information screen appears.
  3. Ensure that the customer hierarchy is expanded in the Simulation Details zone.
  4. Click the Edit (The Edit Icon) icon in the Pricing and Commitments column corresponding to the person or account whose terms and conditions you want to edit.
    The Pricing and Commitments screen appears.
  5. Ensure that the Price Item Hierarchy sub-section is expanded in the Pricing and Commitments section when you are editing the deal-specific terms and conditions.
  6. Click the Edit (The Edit Icon) icon in the Terms and Conditions column corresponding to the price item, root level hierarchy entity, or non-level hierarchy entity whose terms and conditions you want to edit.
    The Mapping Terms and Conditions screen appears. It contains the following sections:

    • Main - The Main section displays the hierarchy entity to which the deal-specific terms and conditions are associated. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Price Item Indicates the price item whose deal-specific terms and conditions you want to edit.
      Note: This field appears when you are editing the deal-specific terms and conditions of a price item.
      		 Not applicable
      Root Level Hierarchy Entity Indicates the root level hierarchy entity whose deal-specific terms and conditions you want to edit.
      Note: This field appears only when you are editing the deal-specific terms and conditions of a root level hierarchy entity.
      		 Not applicable
      Non-Root Level Hierarchy Entity Indicates the non-root level hierarchy entity whose deal-specific terms and conditions you want to edit.
      Note: This field appears only when you are editing the deal-specific terms and conditions of a non-root level hierarchy entity.
      		 Not applicable

    • Deal-Specific Terms and Conditions - The Deal-Specific Terms and Conditions section lists the deal-specific terms and conditions associated with the hierarchy entity. It contains the following columns:

      Column Name Column Description Mandatory (Yes or No)
      Terms and Conditions Indicates the deal-specific terms and conditions associated with the price item, root level hierarchy entity, or non-root level hierarchy entity. Not applicable
      Default Indicates whether the term and condition is default or not. Not applicable
  7. Edit the required term and condition in the Deal-Specific Terms and Conditions section.
    Note: You can only disassociate a deal-specific term and condition from the Deal-Specific Terms and Conditions section.
  8. Click the Delete (The Delete Icon) icon corresponding to the term and condition that you want to disassociate from the deal.
    Note: You cannot delete a term and condition which is set as default for the hierarchy entity.
  9. Click Save.
    The changes are made to the deal-specific terms and conditions.

Related Topics

For more information on... See...
How to search for a deal Searching for a Deal
Deal Dashboard screen Deal Dashboard
Search Deal zone Search Deal
Simulation Details zone Simulation Details
Pricing and Commitments screen Pricing and Commitments
Pricing and Commitments section Pricing and Commitments