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Closing Deals

You can close a deal when you want to prevent users from making any further payments against the deal.

NOTE:  If you want to reconcile and close the same deal, reconcile the deal before you close it. For more information, see Reconciling Deals.

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

To close a deal

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

   The deal is closed, and users can make no further payments against the deal.