Using Summary & Preview Page

Procedure

  1. Review the Summary & Preview page, including each row of summary information, for any error messages. Each row corresponds to a page in the Edit Offer Details process.
  2. If an error message is displayed, click Edit in the first Summary bar corresponding to a page with a problem. Fix the problem, then, as necessary, click Next Step to proceed to the next page with a problem, until all problems are resolved.
  3. Then click Next Step, or use the Jump to Step control to re-open the Summary & Preview page.
  4. If no error messages are displayed, click Next Step.
    This saves your work and opens the next page, What's Next in the Edit Offer Details workflow.
    Note: The What's Next? page includes the Go to Offers option, which effectively submits an offer for approval. Selecting Go to Offers changes the status of the offer to pending; and the offer must be in pending status before it can be approved to go live.