Objectives & Values
Edit any commitment regardless of its status and if it frozen Frozen or not
Step by Step
1 - Go to the Commitments tab | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Table of content
| Table of Contents | ||||
|---|---|---|---|---|
|
| Note | ||
|---|---|---|
| ||
pVelocity user rights is are managed through a dedicated field “Transational Pricing Tool Role” in the Salesforce User object. pVelocity calls Salesforce to know which right rights to grant a user when he connects. |
2 - Select the list view “All” | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
3 - Select one commitment to review by clicking on its name | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
4 - Edit the fields to correct, edited data will be sent back to pVelocity | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Need help?
| Include Page | ||||
|---|---|---|---|---|
|