Selecting a Reference for a Deal

Prerequisites

To select a reference for a deal, you should have:

  • Reference customers and reference deals defined in the application

  • Pricing and commitments defined for the references

Procedure

To select a reference for a deal:

  1. Search for the reference in the Select Reference zone of the Deal Information screen.
  2. Click the Broadcast (The Broadcast Icon) icon corresponding to the deal in the Search Results section of the Select Reference zone whose pricing and commitments you want to use as a reference for defining the deal.
    The Reference Details zone appears. 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
    Refer Pricing Used to indicate whether you want to copy the price list assignments and price assignments of the reference customer or deal. Yes
  3. Enter the required details in the Reference Details zone.
  4. Click Save.
    The reference is selected for the deal.

Related Topics

For more information on... See...
Select Reference zone Select Reference
Deal Information screen Deal Information
Deal zone Deal
How to search for a reference Searching for a Reference