Reference Selection

The system enables you to refer another customer, account, or deal for pricing and commitments. The system does the following when you select the respective reference:

• Customer - You can refer another customer while creating a deal for an existing customer or a prospect person. If you use this reference, the system does the following:

  • Copies the price list assignments and price assignments of the referenced customer and assigns the price lists and pricing to the prospect person in the Proposed status.

  • Copies the commitments from the SQI-based billable charges of the referenced customer's accounts (based on the deal frequency and usage period), and accordingly adds rolled up proposed commitments for the prospect person.

  In addition, if you use this reference for a prospect person, the system copies the hierarchy of the referenced customer when the Refer Customer Hierarchy option is selected.

• Account - You can refer another account while creating a deal for an existing account. If you use this reference, the system does the following:

  • Copies the price list assignments and price assignments of the referenced account and assigns the price lists and pricing to the prospect account in the Proposed status.

  • Copies the commitments from the SQI-based billable charges of the referenced account (based on the deal frequency and usage period), and accordingly adds proposed commitments for the prospect account.

• Deal - You can refer another deal which is created for a customer while creating a deal for an existing customer or a prospect person. And, you can refer another deal which is created for an account while creating a deal for an existing account. If you use this reference for an existing customer or a prospect person, the system does the following:

  • Copies the price list assignments and price assignments of the referenced deal's customer and assigns the price lists and pricing to the prospect person in the Proposed status.

  • Copies the commitments from the SQI-based billable charges of the referenced deal's customer (based on the deal frequency and usage period), and accordingly adds proposed commitments for the prospect person.

  However, if you use this reference for an existing account, the system does the following:

  • Copies the price list assignments and price assignments of the referenced deal's account and assigns the price lists and pricing to the prospect account in the Proposed status.

  • Copies the commitments from the SQI-based billable charges of the referenced deal's account (based on the deal frequency and usage period), and accordingly adds proposed commitments for the prospect account.

  Once you select or skip the reference, the system checks whether the number of accounts in the customer hierarchy exceeds the account limit defined in the C1-Deal feature configuration. If the number of accounts in the customer hierarchy does not exceed the account limit, the system creates the corresponding prospect persons and accounts immediately and then changes the status of the deal to Pending Simulation. However, if the number of accounts in the customer hierarchy exceeds the account limit, the status of the deal is changed to Hierarchy Creation Deferred. On executing the C1_​HRC batch, the system checks whether there are any deals in the Hierarchy Creation Deferred status. If so, the system creates the corresponding prospect persons and accounts for the deal and then changes the status of the deal to Pending Simulation.