Siebel Consumer Goods Guide > Trade Funds >

Process of Managing Trade Funds

This section lists the tasks typically performed by administrators and end users when managing consumer goods funds. Your company may follow a different process according to its business requirements.

Administrator Procedures

The following list shows tasks administrators typically perform to manage trade funds:

  1. Creating a Fund
  2. Adding a Child Fund to a Parent Fund
  3. Adjusting a Fund
  4. Reviewing Deals
  5. Reviewing Fund Payments
  6. Reconciling a Deal
  7. Closing a Deal
End-User Procedures

The following list shows tasks end users typically perform to access and use trade funds information:

Siebel Consumer Goods Guide