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

Deals within EnergySteward.com can be configured to show an unlimited number of individuals which have some sort of responsibility association to a deal.  These responsibilities can include; deal trader, confirmation approver, confirmation sender, etc.   This particular set of screens allows you to setup the various 'types' of responsibilities that your deals might utilize.

 

These deal responsibilities represent reference and audit information for your deals.  In addition, some reports within EnergySteward.com are designed to pull in these various individual names and contact information.

 

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

 

 

Add Deal Responsibility Type (button) - Click this button to add a new deal responsibility type.

 

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

 

Delete Grid Button (red x) - Click this next to the applicable deal responsibility that you want to permanently delete.  When you delete a deal responsibility type, then all past, present, and future deal responsibilities which might exist for this type (on your various deals) WILL BE PERMANENTLY DELETED.    The deal(s) will still exist, just those responsibilities which were assigned to them that matches this type will be removed. Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.

 

 

Responsibility Type - This can be any name for the deal responsibility which you want to define.  Note: the names you establish here are the 'labels/names' which will be assigned to the individual contact when presented on various invoice/remittance/confirmation statements.

 

Notes - This is a brief description for this deal responsibility type.

 

Responsibility Type Available (checkbox) - If checked, then this deal responsibility type is considered active and will therefore be available when entering these optional deal responsibilities on deals.  If unchecked then historical deal responsibilities information, for this type, will be maintained on historical deals BUT when setting up new deal responsibilities, the item will be unavailable (will not show up in the pull down list box).