1. Consumer Goods Guide
  2. Closing Deals

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.