Selecting a Reference for a Deal
Prerequisites
To select a reference for a deal, you should have:
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Reference customers and reference deals defined in the application
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Pricing and commitments defined for the references
Procedure
To select a reference for a deal:
- Search for the reference in the Select Reference zone of the Deal Information screen.
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Click the Broadcast () icon corresponding to the deal
in the Search Results section of the Select Reference zone whose pricing and commitments you
want to use as a reference for defining the deal.
The Reference Details zone appears. It contains the following fields:
Field Name Field Description Mandatory (Yes or No) Person Name Displays the name of the primary person for whom the customer or deal is defined in the system whose pricing or commitments you want to use as a reference for defining the deal. Not applicable Reference Deal Displays the concatenated string of deal information separated by a comma (,) whose pricing or commitments you want to use as a reference for defining the deal. Note: This field appears when you select a deal as a reference.Not applicable Reference Deal Version Displays the concatenated string of deal version information separated by a comma (,) whose pricing or commitments you want to use as a reference for defining the deal. Note: This field appears when you are copying reference from a deal which is created for a prospect person.Not applicable Division Indicates the division to which the reference customer or deal belongs. Not applicable Customer Segment Indicates the business component using which the reference customer or deal is defined in the system. Not applicable Customer Tier Indicates the customer tier of the customer segment using which the reference customer or deal is defined in the system. Not applicable Refer Usage Used to indicate whether you want to copy commitments from the SQI-based billable charges of the reference customer or deal. Yes Refer Pricing Used to indicate whether you want to copy the price list assignments and price assignments of the reference customer or deal. Yes - Enter the required details in the Reference Details zone.
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Click Save.
The reference is selected for the deal.
Related Topics
For more information on... | See... |
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Select Reference zone | Select Reference |
Deal Information screen | Deal Information |
Deal zone | Deal |
How to search for a reference | Searching for a Reference |