Overview:
This article explains how Credit Associates perform a manual review of a deal in Deal Analyzer.
After Sales creates a quote in CRM for a multi-period deal, the quote information is automatically transferred to Deal Analyzer, where a unique Deal ID is generated. Every deal must complete either an automated or manual review and approval process before it can proceed.
Note: This process is for Credit Associates only.
Process:
Open the link provided in the email notification to begin the review.
You will be redirected to Xvantage for Associates.
By default, the Base Data tab is displayed.
Click the Sign-offs tab.
From the left navigation pane, select Credit.
Complete the following required fields:
Vendor Solvency Risk
MDP Deal Type
After completing the required fields, select one of the following actions:
Reviewed
Approved
Rejected
The selected status is displayed in the left navigation pane.
Note: If you select Rejected, the quote status is updated to Closed, and the deal cannot proceed through the Quote-to-Order process. To continue, Sales must clone the quote in CRM, update the opportunity as needed, and resubmit it for approval.