Viewing the Original Pricing and Commitments of a Person or an Account
Procedure
To view the original pricing and commitments of a person or an account:
- 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 whose persons or accounts original pricing and commitments
you want to view.
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 original pricing
and 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 toggle switch corresponding to the Original Data field available in the Pricing
and Commitments section towards the Show option.
The original pricing and commitments of the person or account appears in the Pricing and Commitments section.
- View the original pricing and commitments of the person or account in the Pricing and Commitments section.
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 |