Summary:
This document answers the most common questions about the Multi-Period Deal Legal Review process in Deal Analyzer.
Table of Contents:
When is a Legal Review required?
How do I indicate that a Legal Review is required?
What happens after I mark "Is Legal Review Required" as Yes?
Is supporting documentation required for Legal Review?
What types of documents can be submitted?
Will I receive confirmation that Legal Review has been initiated?
How do I upload documents for Legal Review?
Where are documents uploaded?
What should I do if I have multiple supporting documents?
Question 1: When is a Legal Review required?
Answer: A Legal Review is required when any of the following conditions apply:
Customer payment terms change.
Vendor payment terms change.
Revenue recognition requirements differ from the vendor’s standard revenue recognition process.
If any of these scenarios exist, the quote must be submitted for Legal Review.
Question 2: How do I indicate that a Legal Review is required?
Answer: Within the quote:
Navigate to the Summary section.
Locate the field "Is Legal Review Required".
Select Yes.
This flags the quote for Legal Review processing.
Question 3: What happens after I mark "Is Legal Review Required" as Yes?
Answer: After selecting Yes:
Activate the quote.
The quote status will change to Active.
The Status Reason will display "Deal Analyzer Under Review".
A Deal Analyzer ID will be generated automatically.
The Deal Type will display Multi Period Deal.
This flags the quote for Legal Review.
Question 4: Is supporting documentation required for Legal Review?
Answer: Yes. At least one supporting document must be uploaded before the Legal team can review and evaluate the request.
Question 5: What types of documents can be submitted?
Answer: Examples of acceptable documentation include:
Customer or vendor contract documents
Payment term change requests
Contract amendments
Revenue recognition detail updates
Any other supporting documentation that explains the requested exception.
Providing complete documentation helps prevent delays in the review process.
Question 6: Will I receive confirmation that Legal Review has been initiated?
Answer: Yes. You will receive an email notification confirming that the Legal Review request has been submitted and is pending review.
Question 7: How do I upload documents for Legal Review?
Answer: Follow these steps:
Open the specific deal in Deal Navigator.
Click the paper clip icon.
Navigate to the Attachments tab.
Scroll to the upload section.
Upload your file by either:
Clicking Upload and selecting a file, or
Dragging and dropping the document into the upload area.
Question 8: Where are documents uploaded?
Answer: All supporting documentation must be uploaded through the Attachments tab within the deal record in Deal Analyzer.
Question 9: What should I do if I have multiple supporting documents?
Answer: Upload all relevant supporting documentation that helps explain the requested exception, including contracts, amendments, payment term changes, and revenue recognition details.