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Adjusting a Fund

You can adjust the amount of a fund (either positively or negatively) after the fund has been created. Typically, this is done to reflect changes in market conditions.

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

To create an adjustment for a fund

  1. Navigate to the Administration - Data screen > Funds view.
  2. In the Funds list, select a fund record.
  3. Click the Adjustments view tab.
  4. In the Adjustments list, create a new record.
  5. In the Amount field, enter the negative or positive amount by which the Fund Amount is to be adjusted, for example, 5000 or -5000.
  6. Enter a description of the adjustment, for example, the description may be the reason for the adjustment.

    The new amount of money available in the fund is now reflect in the Sub-Total field on the More Info tab for the fund.

Siebel Consumer Goods Guide