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Objectives & Values


  • Edit any commitment regardless of its status and if it Frozen or not


 

Step by Step


 

1 - Go to the Commitments tab

Table of content


 

 

pVelocity User right management

pVelocity user rights are managed through a dedicated field “Transational Pricing Tool Role” in the Salesforce User object.

pVelocity calls Salesforce to know which 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

 

 

 

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