Siebel Consumer Goods Guide > Trade Funds >

Closing a Deal

You can close a deal when you want to prevent any future payments from being made against the deal.

NOTE:  If you plan to reconcile and close the same deal, reconcile the deal before you close it. See Reconciling a Deal.

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

To close a deal

  1. Navigate to the Administration - Data screen > Fund Deals view.
  2. In the Fund Deals list, select the required deal record.
  3. From the Status field drop-down list, select Closed.

    The deal is closed and no further payments can be made against the deal.

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