Objectives & Values

  • View all your assigned commitments on which you need to commit
  • Commit for a price on an assigned commitment
  • Commit again on a rejected commitment

 


Step by Step

 

1 - Go to the Commitments tab

 

Table of content

 

 

 

 

 

2 - Select the view "My Commitments (Assigned & Rejected)"

 

 

3 - Select one commitment by clicking on its name 

 

4 - Complete the fields in the section

  • New field to display the "product dimension"(Read Only)
  • Sales Users can now bring more details with the new field "Comments"

“To be completed by Sales Rep” :

  • Reviewed Price (LTC)

  • Effective Date

  • Negotiation Status

 

All other fields are Read only.

If the field Frozen is checked, the commitment can’t be edited anymore.

 

 

5 - Change the status to Pending Review


  • This commitment will no longer appear in the list view My Commitments (Assigned & Rejected)

 

Note that if the Reviewed Price you enter is above or equal the Target Price, the commitment Status will automatically be set to from Pending Review to Approved after being saved.

 

 

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