Siebel Consumer Sector Guide > Trade Funds > Administrator Procedures for Consumer Sector 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.

To close a deal

  1. Navigate to the Administration - Data screen > Fund Deals view.
  2. Select a 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.

Siebel Consumer Sector Guide