OVERVIEW

Although offers are considered a finance transaction type they differ from other types in so far as they do not initiate any changes to posting or budgets. Instead they provide a simple mechanism to capture and manage negotiation positions which may in turn be used to update budgets or create transactions.

Like all other work types Offers are defined as a hierarchy enabling you specialise the different types of offers for different purposes.

Figure 21 Example Offers work type structure

CONFIGURING OFFERS DATA CAPTURE

Offer’s data capture is configured against the work type as aspects

Figure 22 Example Offers aspect configuration

CONFIGURING OFFER PROCESSES

Like all other work types Offers are managed according to a top level Phase Plan.

In common with other work types you can then configure this phase plan for

• Approval Models – Offers can be sent for approval based on financial values or authority limits. The approvals can then be managed within the application like any other request.
• Workflow processes such as the production of Offer Letters or the like.