Accepting a Deal
Procedure
To accept a deal:
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Do either of the following:
If you want to... Then... Accept a deal from the Deal Dashboard screen -
Search for the deal in the Search Deal zone of the Deal Dashboard screen.
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In the Search Results section, click the Accept ( ) icon in the Accept Deal column corresponding to the deal which you want to accept.
Accept a deal from the Deal Information screen -
Search for the deal in the Search Deal zone of the Deal Dashboard screen.
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In the Search Results section, click the link in the Deal Information column corresponding to the deal which you want to accept.
The Deal Information screen appears.
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In the Deal Information zone, click the Accept Deal button.
The Deal Acceptance screen appears. It contains the following fields:Field Name Field Description Mandatory (Yes or No) Status Displays the status of the deal. The valid value is: -
Customer Accepted
Not applicable Effective Start Date Used to specify the date from when the deal is effective for the customer. Note:Earlier, the Effective Start Date was defaulted to the Deal Start Date. Now, while accepting a deal, the system defaults either of the following date:-
Deal start date when the deal start date is equal to or later than the system date
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System date when the deal start date is earlier than the system date
You can then edit the Effective Start Date, if required.
Yes Effective End Date Used to specify the date till when the deal is effective for the customer. No Comments Used to specify information about accepting the deal. No -
- Enter the required details in the Deal Acceptance screen.
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Click Save.
The deal is accepted.Note:
You can accept a deal only when it is in the Finalized status.
After accepting a deal, the status of the deal changes to Customer Accepted.
Related Topics
For more information on... | See... |
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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 |