LP2: Completing Commercial Briefs and Commercial Approvals

Introduction

Commercial briefs are used to capture commercial information for certain activity items or projects. For example, you can capture quotes and send them for approval for others to approve (E.g. Master Quote). These briefs then get displayed on the commercial summary page, once completed.

Completing a Commercial Form

1. On your activities page, you will see a commercial form task that has this icon.

2. Select the task name to see the commercial brief task.

3. If you have multiple activities you'll be able to see these in the same way as you can a group activity brief.

4. Fill in all the required fields and then select 'Complete'.

This will complete the task and show the brief will then show in the commercials tab in the activity summary.

Completing a Commercial Approval

1. Select the approval from your task page.

2. Here you will see the commercial brief task display with all fields as read only.

3. Select 'Complete' and fill in the PO field as well as selecting a final verdict.

When completing a commercial approval you can have the option to enter a PO Number (this can be configured by the professional services team). If the PO option is active on your task - when completing the commercial approval, you will be asked to enter the PO number which will then appear in the commercials tab in the activity summary page. 

• If 'Not approved' is selected as the approval verdict, the activity will loop back to the commercial brief form to update the information entered. 
  The commercials tab within the activity summary page will show the brief as not approved.
• If the verdict is 'Approved' the activity will move onto the next task.

See more:

LP2: Task Types and Configuring an Activity Template

LP2: Viewing Activity Summary (Key Metrics, Tasks, Linked Activity, Fields, Assets, Products, Briefs and Commercials)