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Process of Managing Trade Funds

This topic lists the tasks typically performed by administrators and end users when managing consumer goods funds. Your company might 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:

• Forecasting Accrual Funds (End User)
• Transferring Fund Amounts (End User)
• Approving a Fund Transfer (End User)
• Submitting Payments Against Funds (End User)
• Reviewing Funds, Deals, and Payments (End User)