Reference Details
The Reference Details zone allows you to indicate whether you want to copy the pricing or commitments from the reference customer or deal for defining the deal. It contains the following fields:
| Field Name | Field Description | Mandatory (Yes or No) |
|---|---|---|
| Person Name | Displays the name of the primary person for whom the customer or deal is defined in the system whose pricing or commitments you want to use as a reference for defining the deal. | Not applicable |
| Reference Deal | Displays the concatenated string of deal information separated
by a comma (,) whose pricing or commitments you want to use as a reference
for defining the deal. Note: This field appears when you select a deal
as a reference.
|
Not applicable |
| Reference Deal Version | Displays the concatenated string of deal version information
separated by a comma (,) whose pricing or commitments you want to
use as a reference for defining the deal. Note: This field appears
when you are copying reference from a deal which is created for a
prospect person.
|
Not applicable |
| Division | Indicates the division to which the reference customer or deal belongs. | Not applicable |
| Customer Segment | Indicates the business component using which the reference customer or deal is defined in the system. | Not applicable |
| Customer Tier | Indicates the customer tier of the customer segment using which the reference customer or deal is defined in the system. | Not applicable |
| Refer Usage | Used to indicate whether you want to copy commitments from the SQI-based billable charges of the reference customer or deal. | Yes (Conditional) Note: If you select the Refer
Pricing option, you need not select the Refer
Usage option.
|
| Refer Pricing | Used to indicate whether you want to copy the price list assignments and price assignments of the reference customer or deal. | Yes (Conditional) Note: If you select the Refer
Usage option, you need not select the Refer
Pricing option.
|
Note: By default, the Reference Details zone
does not appear in the Deal Information screen.
It appears when you click the Broadcast (
) icon corresponding to a reference
customer or deal in the Search Results section
of the Select Reference zone.
) icon corresponding to a reference
customer or deal in the Search Results section
of the Select Reference zone.Related Topics
| For more information on... | See... |
|---|---|
| Deal Information screen | Deal Information |
| Select Reference zone | Select Reference |