Deal Analyzer: Multi Period Deal Post Approval Process in Xvantage for Associates

Overview:

This FAQ article describes how to complete and finalize an approved multi-period deal in Deal Analyzer within Xvantage for Associates.

Process:

1. Go to My Apps and open Okta.  

2. In Okta, search for Xvantage for Associates and open it.

   • Tip: You can also open Xvantage for Associates directly from My Apps.  

3. Within X4A, hover over the left navigation menu and click Finance.

4. Click Deal Analyzer.

5. Locate the approved deal using the available search criteria, such as:

   • Reseller Name

   • BCN

   • Quote Number

   • Created By

   • Other search filters

6. Open the approved deal. Once all required approvals have been completed and final approval has been granted, proceed with the post-approval process.

7. Select the Approval and Linking tab.

8. In the Post-approval Acceptance section, choose one of the following options:

   • Yes: Select this option if all required parties have accepted the deal.

   • No: Select this option if the deal has not been accepted. Choosing No permanently deactivates the deal.

9. If the deal start date has been changed either in the Post-approval Acceptance message or on the Base Data tab, enter a comment to notify the Accounting team.

10. Add any additional comments related to the acceptance or deactivation of the deal.

11. If applicable, click Add Invoice or Order to attach an invoice or order.

12. To upload supporting documentation, either:

    • Click Upload File and select the document, or

    • Drag and drop the file into the upload area.

13. The approved multi-period deal is finalized, and all required post-approval information and supporting documentation have been submitted.