Siebel Consumer Goods Guide > Trade Funds >

Approving a Fund Transfer (End User)

Regional sales managers and marketing administrators can view and approve fund transfers.

This task is a step in Process of Managing Trade Funds.

To approve a fund transfer

  1. Navigate to the Accounts screen > Accounts List view.
  2. Drill down on the Name field hyperlink for a selected account, and click the Funds view tab.
  3. In the Funds list, select a fund record.
  4. Click the Transfer Approvals subview tab.
  5. Click the Status field drop-down list, and select Approved.
Siebel Consumer Goods Guide