Summary
This report displays all deal settings as configured in Perenso Administrator. This report is by deal and therefore it is recommended that only a few deals are selected using the "Deal" parameter to keep the report to a manageable number of pages .
Report Location
Report Category: Lists
Report Sub Category: All
Report: Deal List
Report Sample
Parameters
- Deal
- Product Group (filters the list of deals returned to only those in which the selected product groups are in)
Requirements for report
- Deals must exist in the Perenso database
Sort Order
- Description (A-Z)
Column Details
Details
- Description
This section returns the "Description" field from within the "Details" tab within a deal. - Short Description
This section returns the "Short Description" field from within the "Details" tab within a deal. - Notes
This section returns the "Notes" field from within the "Details" tab within a deal. - High Priority
This section returns a Y if the "High Priority" check box from within the "Details" tab within a deal is ticked. An N is returned if it is not ticked.
Deal Dates
- Start Date
This section returns the "Start Date" field from within the "Details" tab within a deal. - End Date
This section returns the "End Date" field from within the "Details" tab within a deal. - Work Items
This section returns the "Work Items" selected for that deal from within the "Details" tab within a deal.
Accounts
- Applies to
This section returns a list of account groups that the deal has been set to be visible to from within the "Accounts" tab within a deal
Distributors
- Applies to
This section returns a list of distributors that the deal has been set to be visible to from within the "Distributors" tab within a deal.
Products
- Applies to
This section returns a list of products that the deal has been set to be visible to from within the "Products\Triggers\Discounts" tab within a deal. - MOQ
This section returns the minimum order quantity (MOQ) for each product as per the MOQ column within the "Products\Triggers\Discounts" tab within a deal.
Discounts
Returns the discount description of the discounts available in each Deal Set.