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COMPLETE SELECTED DEALSThe reason for "completing" a deal sheet is to formally release it to the buyer for review and approval. Once completed, the deal sheet is not accessible by the Vendor to make changes. Upon request to and agreement by the buyer, the deal sheet can be re-opened for the Vendor to make needed changes.
The Close Selected Deals function allows the Vendor to select an open deal and complete the deal. This action should be taken after all changes have been completed for the deal sheet. If there are any outstanding errors with the deal sheet, these errors will be noted with the word Alert to the right of the deal sheet identification line. The alerts does not have to be resolved by the Vendor in order to Complete the deal. The Buyer has the authority to Approve or not Approve a deal with an Alert flag. After clicking on the deal sheet you want to Complete, a Warning message is issued.
Simply click on the Close Selected Deals link on the Menu and the system presents a list of the open deals that are candidates for Completing. Click on the desired deal sheet line and the system will present a warning message as a precaution against accidentally closing the deal. Click YES and the deal will be closed. Click NO to continue with another Menu action.
When the deal has been successfully closed, the deal moves on to the associated Buyer for review and approval. It can be viewed by selecting the All Deals by Status report. The deal sheet will appear in the "Submitted for Buyer Approval" list. Refer to the Report Selection Menu function for more information. In the event the deal should require a change after it has been Completed, the Vendor will need to contact the associated Buyer and request a Reopen of the deal sheet to make the needed changes. When the Complete Deal actions have been finished the Vendor may select another action from the Menu. |
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