Reactivating Pricing

When a deal is killed or expires, the Client Master and its pricing batch are closed out. To work the deal again, click Re-Activate in the Action Center Workflow section of the Client Master. Reactivation returns the Client Master Status to "Prospect" and the pricing batch to "New", and it brings back the client's earlier pricing batch, state codes, and comp codes.

Because that earlier pricing may be out of date, a Global Administrator can then reset it. Resetting inactivates the old pricing so that you can build new pricing while keeping the old records for reference.

What Reactivation Changes

Reactivation clears the following dates and makes the following changes. The Field column shows the field label on the form, and the Field Name column shows the field's name in the database.

Location

Field

Field Name

Client Master
• RFP Submit Date
• RFP Approval Date
• Conversion Date
• Activation Date
• RFPSubmitDate
• ApprovalDate
• ConversionDate
• StartDate

Pricing Batch
• Date Submitted
• Effective Date
• Expiration Date
• Pricing Expiration Date
• Date Approved
• Date Declined
• Approved By
• DateSubmitted
• EffectiveDate
• ExpirationDate
• PricingExpirationDate
• DateApproved
• DateDeclined
• fkApprovedByUserID

Pricing State
• Date Activated
• Date Approved
• Date Declined
• Date Submitted
• Approved By
• DateActivated
• DateApproved
• DateDeclined
• DateSubmitted
• fkApprovedByUserID

Pricing Comp Code
• Date Activated
• Date Approved
• Date Submitted
• Date Declined
• Approved By
• DateActivated
• DateApproved
• DateSubmitted
• DateDeclined
• fkApprovedByUserID

Other Events
• The Client Master Status is set to "Prospect", and the pricing batch status is set to "New".
• The pricing batch is unlocked.
• All Approval records are inactivated.
• Workspace Group is set back to Prospect.
• All tasks with the CM_ReActivate custom condition are cloned.

Resetting Pricing After Reactivation

A Global Administrator can click Reset Pricing in the Action Center Workflow section of the Client Master, for example after reactivation. The link displays when the Client Master Status is "Prospect" and Use Pricing is set to "Yes".

In the Reset Client Pricing window, click Proceed to continue, or click Cancel to close the window without making changes. When you proceed:

  • All pricing batches, state codes, and comp codes for the workspace are inactivated. They are not deleted.

  • No pricing batch remains the current pricing batch.

  • The Client Master Status stays "Prospect".

  • Pricing in other workspaces is not affected.

Note: By default, the Reset Pricing link is secured to the Global Admin role.

Viewing Inactivated Pricing

After a reset, the old pricing batch no longer appears as an active batch in the Pricing Console. To review the old pricing, use More Search with Show set to "Archived", and search the workspace's Pricing Batch, Pricing State, and Pricing Comp Code records. The old pricing batch is returned as inactive and is no longer marked as the current pricing batch.

Examples

Situation

Result

A killed client is reactivated, and the old pricing is out of date.

Click Re-Activate. The Client Master Status becomes "Prospect" and Reset Pricing displays. Click Reset Pricing, and then click Proceed. The old pricing batch, state codes, and comp codes are inactivated, and no pricing batch is marked as current.

You click Reset Pricing by mistake.

Click Cancel. The window closes, the Client Master is not saved, and the pricing batch stays active and current.

The Client Master Status is "Client".

Reset Pricing does not display.

The Client Master Status is "Prospect", but Use Pricing is set to "No".

Reset Pricing does not display.

The user is not in the Global Admin role.

Reset Pricing does not display.

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