Searching for a Deal

Prerequisites

To search for a deal, you should have:

  • Divisions defined in the application

  • Deals or deal versions defined in the application

  • Deals or deal versions associated with the division to which the user belongs

  • Deal types defined in the application

  • Deal entities defined in the application

  • Customer segments and customer tiers defined in the application

  • Person identifier types and person identifiers defined in the application

  • Account identifier types and account identifiers defined in the application

Procedure

To search for a deal:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Deal Pricing Management and then click Deal Dashboard.
    The Deal Dashboard screen appears.
  3. Enter the search criteria in the Search Deal zone.
    Note: ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.
  4. Click Search.
    A list of deals that meet the search criteria appears in the Search Results section.
    Note:

    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 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 must specify at least one search criterion while searching for a deal. One more search criterion is required when you are searching for a deal using the deal entity or customer tier.

    You must specify one more search criterion when you are searching for a deal using the division with the Deal Details option selected from the Search By list.

Related Topics

For more information on... See...
Deal Dashboard screen Deal Dashboard
Search Deal zone Search Deal