Change Deals Portfolio Page

Use the Change Deals Portfolio page (TR_DEAL_WC_GRID_FL) to display open and matured deals; select deals and update portfolio.

Navigation:

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

Click the Deals: Change Deals Portfolio link.

This example illustrates the fields and controls on the Change Deals Portfolio page - Deal Information tab. You can find definitions for the fields and controls later on this page.

Field or Control	Description
Deal ID	Click the Deal ID value link to open the Deal Detail page for the deal.
Change Portfolio	After selecting one or more deals, select a portfolio and click the Change Portfolio option in Related Actions to update the portfolio for the deals.
Email Notification	After selecting one or more deals, click the Email Notification option in Related Actions to send email notification for the selected transaction. See Application Fundamentals: Setting Up and Personalizing PeopleSoft Fluid WorkCenters for additional information.

Field or Control

Description

Deal ID

Click the Deal ID value link to open the Deal Detail page for the deal.

Change Portfolio

After selecting one or more deals, select a portfolio and click the Change Portfolio option in Related Actions to update the portfolio for the deals.

Email Notification

After selecting one or more deals, click the Email Notification option in Related Actions to send email notification for the selected transaction.

See Application Fundamentals: Setting Up and Personalizing PeopleSoft Fluid WorkCenters for additional information.