Approve Deals Page

Use the Approve Deals page (TR_DEAL_WC_GRID) to display open deals that are pending review; select deals and approve.

Navigation:

Cash Management, and then Treasury WorkCenter, and then My Work pagelet

Click the Deals: Approve Deals link.
Deal Management, and then Capture Deals, and then Preview/Approve Deals, and then Deal Preview/Approval

This example illustrates the fields and controls on the Approve Deals page - Deal Information page.

This example illustrates the fields and controls on the Approve Deals page - Additional Information page.

Approve Deals page - Additional Information tab

Field or Control	Description
Refine Search Criteria	Hover the cursor over this link to view filters currently in use in the grid. Click the link to enter filter values on the Refine Search Criteria page. This grid uses the Treasury Deals (TR_PORTFOL) filter and you can change these filter values to display results in the grid: Business Unit Instrument Type Counterparty Deal Status Portfolio
Deal ID	Click the Deal ID value link to open the Deal Preview/Approval page for the deal.
Approve Deals	Click this button after selecting one or more deals to approve the selected deals.

Field or Control

Description

Refine Search Criteria

Hover the cursor over this link to view filters currently in use in the grid. Click the link to enter filter values on the Refine Search Criteria page. This grid uses the Treasury Deals (TR_PORTFOL) filter and you can change these filter values to display results in the grid:

Business Unit
Instrument Type
Counterparty
Deal Status
Portfolio

Deal ID

Click the Deal ID value link to open the Deal Preview/Approval page for the deal.

Approve Deals

Click this button after selecting one or more deals to approve the selected deals.