Deals

The Deals group level includes these links to transaction areas:

Page Name	Definition	Alternate Navigation	Usage
Change Deals Portfolio	TR_DEAL_WC_GRID	Cash Management, and then Treasury WorkCenter, and then My Work pagelet.Click the Deals: Change Deals Portfolio link.	Display open and matured deals; select deals and update portfolio.
Confirm Deals	TR_DEAL_WC_GRID	Cash Management, and then Treasury WorkCenter, and then My Work pagelet.Click the Deals: Confirm Deals link. Or Deal Management, and then Confirm Deals, and then Confirm Deals Manually, and then Deal Confirmation	Display open or matured deals with pending confirmation; select deals and confirm.
Approve Deals	TR_DEAL_WC_GRID	Cash Management, and then Treasury WorkCenter, and then My Work pagelet.Click the Deals: Approve Deals link. Or Deal Management, and then Capture Deals, and then Preview/Approve Deals, and then Deal Preview/Approval	Display open deals that are pending review; select deals and approve.

Page Name

Definition

Alternate Navigation

Usage

Change Deals Portfolio

TR_DEAL_WC_GRID

Cash Management, and then Treasury WorkCenter, and then My Work pagelet.Click the Deals: Change Deals Portfolio link.

Display open and matured deals; select deals and update portfolio.

Confirm Deals

TR_DEAL_WC_GRID

Cash Management, and then Treasury WorkCenter, and then My Work pagelet.Click the Deals: Confirm Deals link.

Or Deal Management, and then Confirm Deals, and then Confirm Deals Manually, and then Deal Confirmation

Display open or matured deals with pending confirmation; select deals and confirm.

Approve Deals

TR_DEAL_WC_GRID

Cash Management, and then Treasury WorkCenter, and then My Work pagelet.Click the Deals: Approve Deals link.

Or Deal Management, and then Capture Deals, and then Preview/Approve Deals, and then Deal Preview/Approval

Display open deals that are pending review; select deals and approve.