Viewing the Pricing and Commitments of a Person in the Division Currency
Procedure
To view the pricing and commitments of a person in the division currency:
- 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 pricing and commitments you want to view
in the division currency.
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 whose pricing and commitments
you want to view in the division currency.
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 available in the Pricing
and Commitments section towards the Customer
Division Currency option.
The pricing and commitments of the person appears in the division currency.Note: By default the pricing and commitments of the person appears in the deal currency.
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 |