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DEAL SHEET ENTRY
MENU OPTIONS DEAL SHEET ENTRY NEW ITEM SETUP

 

[Under Construction]

DEFINE DEAL BASIC DEAL INFO ITEM SELECTION ESTIMATES DEAL STRUCTURE NOTES DEAL REVIEW

DEAL SHEET ENTRY

The Deal Sheet Entry menu option can be expanded to reveal the Build Deal Sheet (Item Selection) option. This option when clicked will begin the process of building a new deal sheet.

When you are ready to create a new deal sheet, click Build Deal Sheet (Item Selection)

The next step in the Deal Sheet creation process is Define Deal.

The Deal Sheet Entry option expands into two additional options. 

The New Item option facilitates the setup and submission of a new item code by linking to the New Item Code system. The Cost Changes option facilitates the setup and submission of cost changes with a link to the existing system . 

Since the New Item and Cost Changes are links to existing system no explanation is provided in this training guide for their use. Refer to any prior documentation or training material for these existing options.

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Home ] Up ] DEFINE DEAL ] BASIC DEAL INFO ] ITEM SELECTION ] ESTIMATES ] DEAL STRUCTURE ] NOTES ] DEAL REVIEW ]

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Last modified: April 25, 2007