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Process of Managing Trade Funds

This topic lists the tasks that administrators and end users typically perform to manage funds. Your company might follow a different process according to its business requirements.

Administrator Procedures

The following list shows tasks that administrators typically perform to manage trade funds:

1. Creating Funds
2. Adding Child Funds to Parent Funds
3. Adjusting Funds
4. Reviewing Deals
5. Reviewing Fund Payments
6. Transferring Fund Amounts Without Constraint
7. Reconciling Deals
8. Closing Deals

End-User Procedures

The following list shows tasks that end users typically perform to access and use trade fund information:

• Forecasting Accrual Funds (End User)
• Transferring Fund Amounts with Constraint (End User)
• Approving Fund Transfers (End User)
• Submitting Payments for Funds (End User)
• Reviewing Funds (End User)