Siebel Consumer Goods Guide > Trade Funds >

Approving Fund Transfers (End User)

Regional sales managers and marketing administrators can view and approve fund transfers.

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

To approve a fund transfer

1. Navigate to the Accounts screen, then the Accounts List view.
2. Drill down on the Name field hyperlink for an account, and click the Funds view tab.
3. In the Funds list, select a fund record.
4. Click the Transfer Approvals view tab.
5. In the Status field drop-down list, select Approved.