Viewing the Original and Proposed Commitments of a Price Item
Procedure
To view the original and proposed commitments of a price item:
- Search for the deal in the Search Deal zone of the Deal Dashboard screen.
-
In the Search Results section, click
the link in the Deal Information column corresponding
to the deal.
The Deal Information screen appears.
- Ensure that the Customer Hierarchy section is expanded in the Simulation Details zone.
-
Click the Edit (
) icon in the Pricing and Commitments column corresponding to the person or account whose price items
original and proposed commitments you want to view.
The Pricing and Commitments screen appears. - Ensure that the Pricing and Commitments section is expanded in the Pricing and Commitments screen.
- Ensure that the Price Item Hierarchy is expanded in the Pricing and Commitments section.
-
Click the Edit () icon in the Commitments column corresponding to the price item whose original and proposed
commitments you want to view.
The Pricing and Commitments screen appears.
- View the original and proposed commitments of the price item in the Pricing and Commitments screen.
Related Topics
| For more information on... | See... |
|---|---|
| How to search for a deal | Searching for a Deal |
| Search Deal zone | Search Deal |
| Deal Dashboard screen | Deal Dashboard |
| Deal Information screen | Deal Information |
| Simulation Details zone | Simulation Details |
| Pricing and Commitments screen | Pricing and Commitments |
| Pricing and Commitments section | Pricing and Commitments |