MAINTAIN THE DEAL BEFORE COMPLETION

Two (2) paths are available to get to the deal maintenance functions. The first is on the Main Menu by clicking on the Deal Maintenance option. The second path is on the Vendor View page. 

Once on the Vendor View page, the maintenance links are in the top right margin of each section. Simply click on the maintenance link to begin making changes. After each change is made the navigation button at the bottom of the page (Vendor View) will return you to the Vendor View page. 

The maintenance links take you to the pages you saw when you were creating the deal initially. The information and selections that are on the deal sheet will be presented on the pages you wish to change. 

Header Section (Update/Change Deal Info)

The two (2) pages used to create the deal sheet header information are also used to update or change the deal information. On the Basic Information page only the Reflect Dates are allowed to be changed. Otherwise the process is the same. 

Item Lines Section (Add/Delete Items)

The two (2) pages used to select the Items to create the deal sheet are also used to add or delete items from the deal sheet. Selections previously made on the Item Selection page, whether Y or N, are preserved when this page is displayed. After adding or deleting item selections, the Accruals page is provided to capture or change information for new items selected or items already selected. 

Deal Detail Section (Update Vendor Deal)

The Deal Detail page and process used to create the deal sheet is also used to update the vendor deal detail. This allows you to change any part of the deal structure and accompanying notes.

Notes Section (Update Notes)

The Notes page and process used to create the deal sheet is also used to update the Notes section. When the page is displayed, simply add, change or delete any note or portion thereof as required. The Buyer Notes are not accessible to the Vendor but would display any notes the buyer has entered. 

Each section of the Deal Sheet offers an opportunity to change the deal before the deal is designated as Complete. Each of these change opportunities is described in the following sub-sections of Maintain A Deal:

• Update/Change Deal Info
• Add/Delete Items
• Update Deal
• Update Notes

Click on the links in the left margin at the top of this page for a description of each change opportunity.

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Last modified: May 25, 2007