Reassign Opportunity Line Item

Ownership to another SalesConnect

User
Welcome to this demonstration. In this demonstration, you practice
performing basic tasks in SalesConnect. This demonstration provides
you with instructions for completing a step within the process or
information about that process.
This demonstration will take you approximately 5 minutes to complete.
It is not scored, but the demonstration will help you learn more about
SalesConnect and how to complete everyday activities within the
application.
Procedure Steps:
Within SalesConnect, as an line item owner or a manager, you can
reassign ownership of the line item to another SalesConnect user.
When a new line item owner is assigned, they receive an email
notifying them of the line item ownership reassignment. If the newly
assigned line item owner does not want to accept the ownership
assignment, it is their responsibility to assign the ownership back to
the original owner or to another user in SalesConnect.
By defintion, line items opportunity solution components can only
belong to an IBMer. While an opportunity can have a Business Partner
as the opportunity owner, a line item owner must be an IBMer.
At this time, in SalesConnect, Business Partners are not included as
users of SalesConnect. Therefore, when searching for another
SalesConnect user to be a line item owner, the only users available are
IBMers.
For the purposes of this demonstration, we start on the Opportunity
overview screen in SalesConnect. As an opportunity owner or
manager, you edit the opportunity to update the opportunity owner
with a new user.
1. On the Opportunity overview screen, scroll to the Line items
sub panel.

2. In the Line items sub panel, click the existing opportunity line
item hyperlink to reassign to another SalesConnect user.
The Line items overview screen is displayed.
To determine if a line item has an IBM Financing component
associated with the opportunity solution component, expand the
IBM Financing section of the line item display.
3. Click the IBM Financing section expansion chevron to display
the IBM Financing information for the line item.
In this example opportunity, there are no IBM Financing line
items.
4. Click Edit to open the opportunity line item.
The Line item Edit screen is displayed.
5. Click the Owner field, Search owner icon to search for another
user to be the line item owner.
The Search for an User screen is displayed. On this screen you
can define the search criteria that SalesConnect uses to locate
users.
6. Click the First name field to define the search criteria.
7. Type the user's first name.
8. Click the Last name field.
9. Type the user's last name
10.
Click Search for SalesConnect to use the criteria that you
have defined to locate matching SalesConnect users.
The list of users matching the search criteria are displayed in the
User search results section of the screen.
11.
Click the appropriate user name in the Name column to
select the user as the new opportunity line item owner.
The Owner field is updated with the new owner located through
the Search for an User function.
12.

Scroll to the bottom of the Line item edit screen.

13.
Click Save to save the newly updated line item Owner
field.
The opportunity line item is updated with the newly assigned
owner.

Congratulations, you have successfully reassigned opportunity line

item ownership to another SalesConnect user.