Navigation:  Application Modules > Deals > Configuration > Deal Performance Types

EnergySteward.com provides you with an ability to setup multiple performance obligation types.  Typically, these include 'Firm' and 'Interruptible',  but additional can also be established and assigned to deals.

 

Important note:  These configuration screens provide you with the mechanism for populating a standardized list for the actual deal setup screen.  You assign these performance obligations to various deals at the time you add or update the deal within EnergySteward.com.

 

The screen shot below shows the initial screen which lists out your available deal performance types:

 

 

Add Deal Performance Type (button) - Click this button to add a new deal performance obligation type.

 

View/Edit Grid Button (pencil) - Click this next to the applicable deal performance type in order to change the information about this type.

 

Delete Grid Button (red x) - Click this next to the applicable deal performance type that you want to permanently delete.  When you delete a deal performance type, then all deals within this type WILL HAVE THE PERFORMANCE OBLIGATION ASSIGNMENT REMOVED.    The deal(s) will still exist, they just will not have an assigned performance obligation. Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.

 

 

Obligation Name - This can be any name for the deal performance obligation which you want to define.

 

Notes - This is a brief description for this performance obligation type.

 

Obligation Available (checkbox) - If checked, then this deal performance type is considered active and will therefore show up in the pull down list boxes when setting up a deal.  If unchecked then historical deal performance information is maintained on historical deals BUT when setting up new deals, the item will be unavailable (will not show up in the pull down list box).