Understanding Deals Capture Examples

This topic discusses the deals capture component in the context of entering common types of deals. Refer to the topic Capturing Deals and Trade Tickets for discussion of specific page functionality, term definitions, and page navigation paths.

The examples shown include values you enter (or those values automatically entered by the system, such as the Description) on the Deal Detail, and Deal Detail-related pages. No values are shown for the Settlement Instructions, or User ID pages as those values are generally automatically entered by the system.

The values generated on the Cashflows page (TRX_CASHFLOWS_TR) are display only.