Summary:
This article explains how Sales Associates can use the Deal Analyzer Post-Approval Bulk Upload feature to update approved Deal Analyzer records with order and invoice information. Using the provided Excel template, associates can efficiently update multiple records at once, reducing manual effort and ensuring deals remain linked to approved Deal Analyzer records.
Sales Associates can update approved Deal Analyzer records with post-approval order and invoice details through a bulk upload process. This feature reduces manual effort when managing multiple records and helps maintain compliance by ensuring orders remain associated with approved Deal Analyzer deals.
Benefits:
Bulk Upload: Download the provided Excel template, enter the required order and invoice details, and upload the file from X4A > Finance > Deal Analyzer > Administration > Post-approval bulk linking.
Error Handling and Upload History: Detailed error messages are provided for invalid or incorrect records. Uploaded files can be reviewed in Uploaded Activity.
Update Confirmation: Verify successful updates from Approved Deals or the deal's Approval & Linking section, where updated deal details and comments are displayed.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Alternatively, from My Apps, open Xvantage for Associates directly.
In X4A, from the left navigation menu, select Finance → Deal Analyzer.
Navigate to Administration → Post-approval bulk linking.
Download the provided bulk upload template.
Enter the required order and invoice information in the template.
Complete all required fields.
Upload the completed file
Important: You must use the provided template. Uploads may fail if a different template is used or if required fields are missing.
Important Notes
Supporting documents must be uploaded manually when required. Bulk upload does not support document attachments.
All records associated with the same deal must use the same Deal Start Date during bulk upload.
The Deal Start Date should reflect the actual deal start date, even when associated orders have different dates.
Template Columns:
Template Errors and Upload History:
If you:
Use an incorrect template
Enter invalid information
Upload an invoice that is already linked to another deal
the system generates a detailed error message in the output file. Correct the identified errors, remove the red error header, save the file, and upload it again. All uploaded files can be reviewed in Uploaded Activity.
Confirmation Bulk Upload:
To confirm that records were updated successfully:
Open Approved Deals from the dashboard and review the updated information.
Open the deal and navigate to Approval & Linking to verify updated order, invoice, and comment details.
Note: Comments cannot be modified after submission. Accepted deals are automatically marked as Yes with the appropriate Deal Start Date.
