Siebel Consumer Goods Guide > Trade Funds >

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.