Uploading the Pricing and Commitments of a Deal Version

Prerequisites

To upload the pricing and commitments of a deal version, you should have:

  • The report code using which you want to extract the data in the Excel format specified in the Deal Pricing Download option type of the C1-Deal feature configuration

  • Required access to the C1_​DEALDWLDUPLD application service

Procedure

To upload the pricing and commitments of a deal version:

  1. Search for the deal version in the Deal Dashboard screen whose pricing and commitments you want to upload in the system.
  2. In the Search Results section, click the link in the Deal Information column corresponding to the deal version whose pricing and commitments you want to upload in the system.
    The Deal Information screen appears.
  3. Click the Upload button in the Deal Information zone.

    The Upload Deal Data File window appears. It contains the following field:

    Field Name Field Description Mandatory (Yes or No)
    File Name Used to upload the Excel format of the pricing and commitments data file in the system.
    Note: On clicking the Choose File button corresponding to this field, you can navigate to locate the file on your local machine.
    		 Yes
  4. Select the required pricing and commitments file.
  5. Click Upload.
    The pricing and commitments of the deal version is uploaded in the system and the status of the deal is changed to Pending Simulation.
    Note: The Upload button is enabled for the user groups who have access to the C1_​DEALDWLDUPLD application service and where the Access Mode is set to Change.

Related Topics

For more information on... See...
How to search for a deal Searching for a Deal
Deal Dashboard screen Deal Dashboard
Search Deal zone Search Deal
Deal Information screen Deal Information
Deal Information zone Deal Information