Select Reference

The Select Reference zone contains the following sections:

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

  Field Name	Field Description	Mandatory (Yes or No)
  Search By	Used to search for customers or deals whose price item pricing, price list assignments, and product enrollments you want to use as a reference to create a deal. The valid values are: Reference Customers - Lists the reference customers based on the division, customer segment, and customer tier combination or the answers provided in the Questionnaire zone of the Deal Information - Questionnaire page. Customer - Used to specify whether you want to search for a customer whose price item pricing, price list assignments, and product enrollments you want to use as a reference to create a deal. Deal - Used to specify whether you want to search for a deal whose price item pricing, price list assignments, and product enrollments you want to use as a reference to create a deal. Reference Deals - Lists the reference deals based on the answers provided in the Questionnaire zone of the Deal Information - Questionnaire page. Note: The reference deals are not derived when the Skip Questionnaire option is selected during the deal creation or a questionnaire template is not specified in the respective deal type or if the questionnaire template is not effective on the deal start date.	Yes
  Division	Used to search for reference customers or deals which belongs to a particular division. Note: This field appears when you select the Customer or Deal option from the Search By list. You can view only those divisions to which you have access in the Division list.	No
  Person Name	Used to search for reference customers or deals whose primary person has a particular name. Note: This field appears when you select the Customer or Deal option from the Search By list.	No
  Customer Segment	Used to search for reference customers or deals which belong to a particular business component. Note: This field appears when the Customer option is selected from the Search By list and the Advanced Search link is clicked in the top right corner of this zone. This field also appears when the Deal option is selected from the Search By list . The list includes only those values which are specified in the CUST_​SEG_​FLG lookup field.	No
  City	Used to search for reference customers from a particular city. Note: This field appears when the Customer option is selected from the Search By list and the Advanced Search link is clicked in the top right corner of this zone.	No
  Address	Used to search for reference customer residing at a particular address. Note: This field appears when the Customer option is selected from the Search By list and the Advanced Search link is clicked in the top right corner of this zone.	No
  Phone Number	Used to search for reference customer having a particular phone number. Note: This field appears when the Customer option is selected from the Search By list and the Advanced Search link is clicked in the top right corner of this zone.	No
  Person ID	Used to search for a particular person whose price item pricing, price list assignments, and product enrollments you want to use as a reference. Note: This field appears when you select the Customer option from the Search By list.	No
  Person Identifier Type	Used to indicate the person identifier type based on which you want to search for reference customers or deals. Note: This field appears when the Customer or Deal option is selected from the Search By list.	No
  Person Identifier	Used to specify the value for the person identifier type based on which you want to search for search for reference customers or deals. Note: This field appears when you select a person identifier type from the Person Identifier Type list.	Yes (Conditional) Note: If you specify the person identifier type as a search criteria, you have to specify the person identifier.
  Prospect Person	Used to indicate whether you want to search for reference deals created for a prospect person. The valid values are: Yes No Note: This field appears when the Deal option is selected from the Search By list.	No
  Deal ID	Used to search for a particular deal whose price item pricing, price list assignments, and product enrollments you want to use as a reference. Note: This field appears when the Deal option is selected from the Search By list.	No
  Template Deal	Used to indicate whether you want to search for template deals whose price item pricing, price list assignments, and product enrollments you want to use as a reference. The valid values are: Yes No Note: This field appears when the Deal option is selected from the Search By list.	No
  Deal Status	Used to search for reference deals with a particular status. Note: This field appears when the Deal option is selected from the Search By list. The list includes only those values which are specified in the DEAL_​STATUS lookup field.	No
  Deal Type	Used to search for reference deals to which a particular deal type is associated. Note: The Search () icon appears corresponding to the Deal Type field. On clicking the Search icon, the Deal Type Search window appears where you can search for the respective deal type. This field appears when the Deal option is selected from the Search By list.	No

  Note: You must specify at least one search criterion while searching for reference customer or deal. One more search criterion is required when you are searching for reference customers using the division.

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

  Column Name	Column Description
  Person Information	Displays the concatenated string of person information separated by a comma (,). In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Person screen appears where you can view the details of the respective person. This column appears when you select the Reference Customers or Customer option from the Search By list.
  Person Name	Displays the name of the primary customer. Note: This column appears when you select the Customer option from the Search By list in the Search Criteria section.
  Primary Person Identifier Type	Indicates the primary identifier type using which the customer or deal is defined in the system.
  Primary Person Identifier	Indicates the value for the primary identifier type using which the customer or deal is defined in the system.
  Division	Indicates the division to which the customer or deal is associated.
  Customer Segment	Indicates the business component using which the customer or deal is defined in the system.
  Customer Tier	Indicates the customer tier of the customer segment to which the customer or the deal belongs.
  Deal Information	Displays the concatenated string of deal information 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. This column appears when you select the Deal or Reference Deals option from the Search By list in the Search Criteria section.
  Deal Status	Indicates the current status of the deal. Note: This column appears when you select the Deal or Reference Deals option from the Search By list in the Search Criteria section.
  Deal Version Information	Displays the concatenated string of deal version information 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 version. This column appears when you select the Deal or Reference Deals option from the Search By list in the Search Criteria section.
  Deal Version Status	Indicates the current status of the deal version. Note: This column appears when you select the Deal or Reference Deals option from the Search By list in the Search Criteria section.
  Prospect Person Information	Displays the concatenated string of prospect person information for whom the deal is created in the system separated by a comma (,). Note: It has a link. On clicking the link, the Prospect Person screen appears where you can view the details of the respective prospect person. This column appears when you select the Deal or Reference Deals option from the Search By list in the Search Criteria section.
  Deal ID	Indicates the identification value of the deal. Note: This column appears when you select the Deal or Reference Deals option from the Search By list in the Search Criteria 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 Filter area is visible. You can hide the Filter area by clicking the Filters () icon in the upper right corner of this zone.

  On clicking the Broadcast () icon corresponding to a customer or deal the Reference Details zone appears where you can select the references for the deal.

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