Deal matching statuses

Created by Erik Åkerlund, Modified on Mon, 20 Feb 2023 at 02:30 PM by Erik Åkerlund

The following statuses are available for deal matching:

Don't match: Deals that will not be sent to matching center due to deal matching rules. This status is also used temporarily if a deal needs to be updated and sent again to deal matching center.

To be sent: All deals with this status will be sent to deal matching center.  

Sent for matching: Status for all deals that has been sent to deal matching center. Deal matching status is locked and the deal matching status needs to be changed to Don't matched  to unlock the deal and to make changes. 

Matched: Deals that have been mached in deal matching center. It is also possible for a user to manually change the status to matched. In the event log it is presented if the Autopilot or a user have manually changed the status. The transaction status will be locked and it is not possible to make changes on the deal unless the matching status is changed to "don't match". 

Could not match: In some integrations the deal matching center sends back information if the deal was not possible to match.

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