The Comments portlet provides a list of comments and negotiation points. Comments can be added based on your role and permissions. The following provides a list of the Comment Types and where they are entered:

Comment Type

Where Entered

Roles that have Permission to Enter a Comment

Contract Doc

CD Forecast Page > Contract Edit

CDS, FAM

Credit Line

Not Currently Used

Credit Request
  • Account List > Select an Account > Credit - Request
  • Task Selection (Credit Request) > Task Details > Process Request

FAM, CDM, Credit Analyst

Funding

  • Funding Forecast > Contract List > Funding List - Add New
  • Task Selection (Funding Request) > Task Details > Process Request
  • Fundings entered in Phoenix automatically create a comment and will show on in Funding Forecast as 'GPO Application created'.
  • Customer Delivery Specialist
  • Customer Delivery Manager
  • Regional Customer Delivery Mgr
  • Customer Delivery Leader

Negotiation Point (Comments about customer concerns regarding the negotiation of a contract)

Account List > Select an Account > Legal Details - Request

FAM, CDM, Legal Analyst

Pricing Request

Customer Delivery, Pricing, Legal, or Credit Community > Opportunity List >Opportunity Details - Request

FAM, Pricing Analyst

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