Deal Approval Profile

The Deal Approval Profile zone displays the details of the deal approval profile. It contains the following sections:

  • Main - Displays basic information about the deal approval profile. It contains the following fields:

    Field Name Field Description
    Deal Approval Profile Displays the deal approval profile.
    Description Displays the description of the deal approval profile.
    Detailed Description Displays additional information about the deal approval profile.
    Approval Profile Currency Indicates the currency in which the amounts are mentioned in the deal approval profile.
    Status Indicates the status of the deal approval profile. The valid values are:
    • Active

    • Inactive

  • Record Actions - The Record Actions section contains the following buttons:

    Button Name Button Description
    Edit Used to edit the details of the deal approval profile.
    Delete Used to delete the deal approval profile.
    Note: You can delete a deal approval profile only when the deal approval profile is not yet used for creating a deal type.
    Duplicate Used to create a new deal approval profile using an existing deal approval profile.
  • Record Information - The Record Information section contains the following field:

    Field Name Field Description
    Business Object Indicates the business object using which the deal approval profile is created in the system. In addition, a context menu (The Context Menu Icon) appears corresponding to this field which helps in navigating to other screens in the application.
    Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.

By default, the Deal Approval Profile zone does not appear in the Deal Approval Profile screen. It appears when you click the Broadcast (The Broadcast Icon) icon corresponding to a deal approval profile in the Deal Approval Profile List zone.

Related Topics

For more information on... See...
How to edit a deal type Editing a Deal Type
How to copy a deal type Copying a Deal Type
How to delete a deal type Deleting a Deal Type
Deal Approval Profile screen Deal Approval Profile
Deal Approval Profile List zone Deal Approval Profile List