Search Deal

The Search Deal zone allows you to search for deals using various search criteria. It contains the following two sections:

• Search Criteria - The Search Criteria section contains the following fields:

  Field Name	Field Description	Mandatory (Yes or No)
  Search By	Used to indicate whether you want to search for a deal using the deal, customer, account, or deal characteristic details. The valid values are: Deal Details Customer Details Account Details Deal Characteristics Note: By default, the Deal Details option is selected.	Yes
  Deal ID	Used to search for a particular deal. Note: This field appears when the Deal Details option is selected from the Search By list.	No
  Deal Identifier	Used to search deals which are created using a particular deal identifier. Note: This field appears when the Deal Details option is selected from the Search By list.	No
  Division	Used to search deals which are associated with a particular division to which the user belongs. Note: You can only view those divisions to which you have access in the Division list.	No
  Deal Type	Used to search deals which are created using a particular deal type. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Deal Type Search window appears. On specifying the deal type, the description of the deal type appears corresponding to the Deal Type field. This field appears when the Deal Details option is selected from the Search By list.	No
  Start Date	Used to search deals which are effective from a particular date onwards. Note: This field appears when the Deal Details option is selected from the Search By list. The start date cannot be later than the end date.	No
  End Date	Used to search deals which are effective till a particular date. Note: This field appears when the Deal Details option is selected from the Search By list. The end date cannot be earlier than the start date.	No
  Status	Used to search deals with a particular status. The valid values are: Applied/Processed Approved Closed Customer Accepted Discarded Draft Error Finalized Fully Orchestrated Hierarchy Creation Deferred Inactive Partially Orchestrated Pending for Approval Pending for Review Pending Simulation Pending for Orchestration Ready for Approval Rejected Simulated Simulation Deferred Note: This field appears when the Deal Details option is selected from the Search By list.	No
  Deal Entity	Used to search deals which are created for a particular entity. The valid values are: Account - Used to search deals which are created for the existing accounts in the system. Note: This option appears when you select the Deal Details or Account Details option from the Search By list. Customer - Used to search deals which are created for the existing customers in the system. Note: This option appears when you select the Deal Details or Customer Details option from the Search By list. Prospect - Used to search deals which are created for the existing prospects in the system. Note: This option appears when you select the Deal Details or Customer Details option from the Search By list. Note: By default, the Customer or Account option is selected when you search deals using the Customer Details or Account Details options respectively from the Search By field.	Yes (Conditional) Note: This field is required while searching deals created for the respective entities.
  Deal Creation From Date	Used to search deals which are created from a particular date onwards. Note: By default, the system displays the date which is specified in the Deal Limits in Months option type of the C1-DEAL feature configuration. You can change the date if required.	No
  Deal Creation To Date	Used to search deals which are created till a particular date. Note: By default, the system displays the date which is specified in the Deal Limits in Months option type of the C1-DEAL feature configuration. You can change the date if required.	No
  Created By	Used to search deals which are created by a particular user. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the User Search screen appears. On specifying the creator, the description of the creator appears corresponding to the Created By field. This field appears when the Deal Details option is selected from the Search By list.	No
  Deal Effective Start date	Used to search for deals whose proposed price list is effective from a particular date onwards. Note: This field appears when the Deal Details option is selected from the Search By list and the Advanced Search link at the upper right corner of the Search Deal zone is clicked.	No
  Deal Effective End Date	Used to search for deals whose proposed price list is effective till a particular date. Note: This field appears when the Deal Details option is selected from the Search By list and the Advanced Search link at the upper right corner of the Search Deal zone is clicked.	No
  Proposed Revenue Filters	Used to search for deals by specifying the proposed revenue amount in the deal level financial summary. The valid values are: Between - Used to search for deals whose proposed revenue amount falls between the specified range. Greater Than - Used to search for deals whose proposed revenue amount in the deal level financial summary is greater than the specified revenue amount. Less Than - Used to search for deals whose proposed revenue amount in the deal level financial summary is lesser than the specified revenue amount. Note: This field appears when the Deal Details option is selected from the Search By list and the Advanced Search link at the upper right corner of the Search Deal zone is clicked.	No
  Minimum Revenue Amount	Used to search for deals by specifying the lower limit of the revenue amount in the deal level financial summary. Note: This field appears when the Between option is selected from the Proposed Revenue Filters list. If you specify the Maximum Revenue Amount, you must specify the Minimum Revenue Amount.	No
  Maximum Revenue Amount	Used to search for deals by specifying the upper limit of the revenue amount in the deal level financial summary. Note: This field appears when the Between option is selected from the Proposed Revenue Filters list. If you specify the Minimum Revenue Amount, you must specify the Maximum Revenue Amount.	No
  Revenue Amount	Used to search for deals by specifying the proposed revenue amount in the deal level financial summary. Note: This field appears when the Greater Than or the Less Than option is selected from the Proposed Revenue Filters list.	No
  Template Deal	Used to search for deals which are used as a template for creating new deals in the system. The valid values are: No Yes Note: This field appears when the Deal Details option is selected from the Search By list and the Advanced Search link at the upper right corner of the Search Deal zone is clicked.	No
  Contracted Deal	Used to search for contracted deals defined in the system. The valid values are: No Yes Note: A contracted deal is a deal whose price item pricing offered in the deal does not get affected if the price item pricing from the price list is changed in the system. This field appears when the Deal Details option is selected from the Search By list and the Advanced Search link at the upper right corner of the Search Deal zone is clicked.	No
  Person ID	Used to search deals which are created for a particular customer. Note: This field appears when the Customer Details option is selected from the Search By list.	No
  Customer Name	Used to search deals which are created for customers having a particular name. Note: This field appears when the Customer Details option is selected from the Search By list.	No
  Person Identifier Type	Used to search deals which are created for persons using a particular identifier type. Note: This field appears when the Customer Details option is selected from the Search By list.	Yes (Conditional) Note: If you enter person identifier as a search criteria, you have to select the person identifier type.
  Person Identifier	Used to specify the value for the person identifier type for searching deals created for the persons. Note: This field appears when the Customer Details option is selected from the Search By list.	Yes (Conditional) Note: If you enter person identifier type as a search criteria, you have to specify the person identifier.
  Customer Segment	Used to search deals which are created for customers associated to a particular business component. Note: This field appears when the Customer Details option is selected from the Search By list.	No
  Customer Tier	Used to search deals created for customers which belong to a particular tier of the customer segment. Note: This field appears when the Customer Details option is selected from the Search By list.	No
  Relationship Manager	Used to search for deals which belong to a particular relationship manager in the system. Note: The Search () icon appears corresponding to the Relationship Manager field. On clicking the Search icon, the Fetch Relationship Manager window appears where you can search for a particular relationship manager. On specifying the relationship manager, the description of the relationship manager appears corresponding to the Relationship Manager field. This field appears when the Customer Details option is selected from the Search By list.	No
  Account ID	Used to search deal which is created for a particular account. Note: This field appears when the Account Details option is selected from the Search By list.	No
  Person Name	Used to search deals which are created for accounts of persons having a particular name. Note: This field appears when the Account Details option is selected from the Search By list.	No
  Account Identifier Type	Used to search deals which are created for accounts using a particular identifier type. Note: This field appears when the Account Details option is selected from the Search By list.	Yes (Conditional) Note: If you enter account identifier as a search criteria, you have to select the account identifier type.
  Account Identifier	Used to specify the value of the account identifier type for searching deals created for accounts. Note: This field appears when the Account Details option is selected from the Search By list.	Yes (Conditional) Note: If you enter account identifier type as a search criteria, you have to select the account identifier.
  Characteristic	Used to search for a deal by specifying the deal characteristics. The valid values are: Bill ID Contracted Deal Deal Information Deal To Do Type Selection Type Note: At a time, you can specify maximum five characteristics while searching for a deal. This field appears when the Deal Characteristics option is selected from the Search By list.	No
  Value	Used to search for a deal by specifying the value of the characteristic selected from the Characteristic list. Note: This field appears when you select a characteristic from the Characteristic list. The Search () icon appears corresponding to the Value field when you select the Bill ID or the Deal Information option from the Characteristic list. On clicking the Search icon, the Bill Search or the Deal Information window appears where you can search for the respective characteristic value. If you select the Selection Type option from the Characteristic list, the following options appear in the Value list: Mandatory Optional Standard If you select the Contracted Deal or the Deal To Do Type option from the Characteristic list, the following options appear in the Value list: No Yes	No

• Search Results - On clicking the Search button, a list of deals appear based on the specified search criteria. The Search Results section contains the following columns:

  Column Name	Column Description
  Deal Information	Displays the concatenated string of information about the deal separated by a comma (,). Note: It has a link. On clicking the link, the Deal Information screen appears where you can view the details of the respective deal. The link appears in the Search Results section only for deals which have a single version. For deals having multiple versions, the link appears in the Deal Versions zone.
  Customer Information	Displays the concatenated string of information about the main person for whom the deal is created in the system. Note: It has a link. On clicking the link, the Customer 360° Information or the Prospect Person screen appears where you can view the details of the respective person. The Customer 360° Information screen appears when you select the Account or Customer option from the Deal Entity list in the Search Criteria while searching for a deal. Whereas, the Prospect Person screen appears when you select the Prospect option from the Deal Entity list in the Search Criteria while searching for a deal.
  Deal Entity	Indicates the entity for which the deal is created in the system. The valid values are: Account Customer Prospect
  Start Date	Displays the date from when the deal is effective for the deal entity.
  End Date	Displays the date till when the deal is effective for the deal entity.
  Status	Indicates the current status of the deal. The valid values are: Applied/Processed Approved Closed Customer Accepted Discarded Draft Error Finalized Fully Orchestrated Hierarchy Creation Deferred Inactive Partially Orchestrated Pending for Approval Pending for Review Pending Simulation Pending for Orchestration Ready for Approval Rejected Simulated Simulation Deferred
  Created By	Displays the user who has created the deal in the system.
  View Approval Workflow	On clicking the View Approval Workflow () icon, the Deal Approval Workflow screen appears where you can view the details of the approval workflow of the respective deal. Note: The Approval Workflow icon appears when a deal or its deal versions are in the Approved status or higher.
  Finalize Deal	On clicking the Finalize Deal ( ) icon, a message appears confirming whether you want to finalize the deal. Note: The Finalize Deal icon appears when a deal or its deal versions are in the Approved status or higher. The Finalize Deal ( ) icon does not appear if the deal in the Inactive status.
  Ageing For Acceptance (In Days)	Indicates the number of days between finalizing the deal by the relationship manager and the deal acceptance day by the relationship manager on receiving confirmation from the customer. Note: The number of days appears in the Ageing For Acceptance (In Days) column when a deal or its deal versions are in the Finalized status.
  Accept Deal	On clicking the Accept Deal ( ) icon, the Deal Acceptance screen appears where you can accept the deal after receiving confirmation from the customer. Note: On clicking the Save button on the Deal Acceptance screen, the deal is accepted in the system. The Accept Deal icon appears when a deal or its deal versions are in the Finalized status. The Accept Deal ( ) icon does not appear if the deal is in the Inactive status.
  Reject Deal	On clicking the Reject Deal () icon, the Deal Rejection screen appears where you can reject the deal after receiving confirmation from the customer. Note: On clicking the Save button on the Deal Rejection screen, the deal is rejected in the system. The Reject Deal icon appears when a deal or its deal versions are in the Finalized status. The Reject Deal () icon does not appear if the deal is in the Inactive status.
  Apply Back	On clicking the Apply Back ( ) icon, a message appears confirming whether you want to fully orchestrate the deal. Note: The Apply Back icon appears when a deal or its deal versions are in the Customer Accepted status. The Apply Back ( ) icon does not appear if the deal is in the Inactive status.
  Print Deal	On clicking the Print ( ) icon, the Deal Extraction screen appears where you can filter the options as per your requirement and extract the deal information in the PDF or Excel format.
  Review Deal	On clicking the Review Deal () icon, the Deal Review screen appears where you can add details about the deal at regular intervals for monitoring the deal. Note: You can review a deal when it is in the Pending for Review status.
  Profitability Details	On clicking the Profitability Details () icon, the Deal Profitability screen appears where you can view the deal level, division level, and price item level profitability details about the deal. Note: You can view the profitability details of a deal when it is in the Simulated status. Also, the Profitability Details () icon appears in the Profitability Details column corresponding to a deal in the Search Results section when a single version of the deal is created in the system. For multiple deal versions, the Profitability Details () icon appears in the Profitability Details column corresponding to a deal version in the Deal Versions zone. .

  Note:

  By default, the Search Results section lists all the deals which are created by the user for the period as specified in the Deal Limits in Months option type of the C1-DEAL feature configuration. You can change the period if required.

  The system, by default, lists the deals which are created by the logged in user or by a set of users who belong to the logged in user's access group depending on whether the Deal Dashboard Default View option type in the C1-DEAL feature configuration is set to U or UG. If the Deal Dashboard Default View option type is not defined in the C1-DEAL feature configuration, the system, by default, lists the deals which are created by the logged in user.

  Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.

  By default, the Filter area is hidden. You can view the Filter area by clicking the Filters () icon in the upper right corner of this zone.

  On clicking the Broadcast () icon corresponding to a deal, the Deal Versions zone appears where you can view a list of deal versions created for the respective deal.

  Also, you can select two deal versions for comparison by clicking the check box corresponding to the deals in the Search Results section or the Deal Versions zone.

  Note: You cannot compare deal versions which are in the Pending Simulation status.
  On clicking the Add to Compare link after selecting two deal versions, the Deal Comparison zone appears where you can compare the deal versions.

  Note: At a time, you can select only two deal versions for comparison.

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