Summary:
This article explains how to process annuity deals that involve parent and child accounts while preserving the original approved Deal Analyzer record. It outlines when to clone a quote instead of revising it, how to update account and Deal Analyzer information, and how to create and track multiple orders across contract years. Following this process helps maintain accurate deal records and ensures all orders remain linked to the original annuity agreement.
Table of Contents:
What is the process for creating the first order in an annuity deal?
How do I create a second order for a child account?
Why should I clone the quote instead of revising it?
How do I change the quote from the parent account to a child account?
What changes must be made on the Summary tab of the cloned quote?
What information must be removed from the Deal Analyzer tab?
Why is the Deal Analyzer data removed?
What happens after the cloned quote is activated?
How do I create the second order?
How do I create a third order?
Where should the sales order numbers be documented?
How can I view all orders associated with the deal?
Question 1: What is the process for creating the first order in an annuity deal?
Answer: To create the initial order, follow the process:
Select the first configuration or line on the quote.
Convert the quote to an order.
Complete all required data tabs.
Preview the order.
Submit the order.
This creates the first order associated with the approved deal.
Question 2: How do I create a second order for a child account?
Answer: After the first order has been submitted:
Clone the original quote.
Do not revise the quote.
The cloned quote will be used to create the subsequent order.
Question 3: Why should I clone the quote instead of revising it?
Answer: Revising the quote will:
Close the existing Deal Analyzer ID.
Create a new Deal Analyzer ID.
To preserve the original approved Deal Analyzer record, always clone the quote instead of revising it.
Question 4: How do I change the quote from the parent account to a child account?
Answer: Once the cloned quote opens:
Navigate to the Summary tab.
Locate the Account/BCN field.
Click the X to remove the parent account.
Select the appropriate child account.
Re-enter any required contact information.
Question 5: What changes must be made on the Summary tab of the cloned quote?
Answer: Remove any information that could cause CRM to create a new Deal Analyzer opportunity.
Also confirm:
Deal Type displays Multi-Period Deal.
Legal Review Required is set to No.
Question 6: What information must be removed from the Deal Analyzer tab?
Answer: Before activating the cloned quote, remove all Deal Analyzer-related data and save the quote.
This includes, but is not limited to:
TCV/TCC
Billing Frequency Option
Contract Term
Contract Term Option
Billing Type
Ingram Micro Bill-To Contact
Vendor Billing Cycle
After removing the information, click Save.
Question 7: Why is the Deal Analyzer data removed?
Answer: Removing this information prevents CRM from generating a new Deal Analyzer opportunity and allows the original approved Deal ID to remain active.
Question 8: What happens after the cloned quote is activated?
Answer: When the quote is activated:
The original approved Deal ID remains active.
No new Deal Analyzer opportunity is created.
The multi-period deal flags removed from the cloned quote prevent duplication of approvals.
Question 9: How do I create the second order?
Answer: After activating the cloned quote:
Select the second configuration or line item.
Convert it to an order.
Complete any required order details.
Submit the order.
Question 10: How do I create a third order?
Answer: After the second order has been processed:
Clone the quote used for the second order.
Update the details to differentiate between Years 2 and 3.
Submit the third order.
This process can be repeated for additional annuity periods as needed.
Question 11: Where should the sales order numbers be documented?
Answer: All sales order numbers generated from the annuity deal must be entered into the Post Approval section of Deal Analyzer.
For a three-year annuity deal, this includes:
First-year SO number
Second-year SO number
Third-year SO number
Question 12: How can I view all orders associated with the deal?
Answer: To see all processed orders:
Reference the CRM Timeline.
The timeline provides a history of submitted orders and related deal activity.