Siebel Order Management Guide Addendum for Financial Services > Managing Closing Requirements > Generating Closing Requirements >

Adding Closing Activities

You can add closing activities from the Financial Applications screen (or the Line Items view of the sales order). Use the following procedures to add closing activities.

To add closing activities from an order

1. Navigate to the Financial Applications screen, then the Financial Applications list view.
2. Drill down on an application, then navigate to the Closing Requirements view.
3. In the Activities list, add a record, and complete the necessary fields.