Browsing deal approvals
Since the Pagelets are meant to provide easy access to active deal approval documents, the menu views are more often used to access deals that have reached a final decision state. Also, since the sales team pagelets currently only display deals which the users is the deal initiator/owner for, stakeholders (or sales team members entered into the deal approval documents by the CE) can also access active documents using the menu views.
When a user accesses the homepage for the Deal Approval Database, the user's work area will automatically display the "All Documents" view. Individual deal documents can then be viewed by using the "More," "Back," "Expand," and "Collapse" standard menu items at the top of the page.
When using the menu views it is important to note that only those deals for which the active user has access will actually display in each of the views. If a deal is displayed for the active user, it means that the user has access to at least view the deal.
Deals can be accessed from views by simply clicking any of the hyperlinks provided for the specific deal row that the user wants to access. Hyperlinks are displayed as blue-underlined text.
To browse, click Views, then Deal Review.
You can browse deals by Approval Status, Client Executive, Customer ID, Product Line or Theater. Select the desired view.
The "Deals by Status" view is accessible via the menu path >Views>Deal Review>by Approval Status. This view shows all deals the user has access to by "status." Individual deal documents can then be viewed by using the "More," "Back," "Expand," and "Collapse" standard menu items at the top of the page.
The "Deals by Client Executive View is accessible using the menu path >Views>Deal Review>by Client Executive. This view displays all deals the user has access to by the Client Executive that owns the deal. Individual deal documents can then be viewed by using the "More," "Back," "Expand," and "Collapse" standard menu items at the top of the page.
The "Deals by Customer ID" view is accessible via the menu path >Views>Deal Review>by Customer. This view displays all deals the user has access to by the Customer or Prospect ID of the customer for which the deal exists. Individual deal documents can then be viewed by using the "More," "Back," "Expand," and "Collapse" standard menu items at the top of the page.
The "Deals by Product Line" view is accessible via the menu path >Views>Deal Review>by Product Line. This view displays all deals accessible to the user by the Product Lines involved in the deal opportunity. Individual deal documents can then be viewed by using the "More," "Back," "Expand," and "Collapse" standard menu items at the top of the page.
The "Deals by Theater" view is accessible via the menu path Views>Deal Review>by Theater. This view displays deals accessible by the user by Theater and Region. Individual deal documents can then be viewed by using the "More," "Back," "Expand," and "Collapse" standard menu items at the top of the page.
Click the blue navigation arrows to display deals for that category.
Created by the PeopleSoft Knowledge Management Team.
Copyright © 2003
All rights reserved.
Created: jw 05/22/2003