Invalid Deal Confirmation

This section discusses the Invalid Deal Confirmation workflow.

Description

Information Type Description

Event Description

The system sends an email when the following conditions are met: the Enable Invalid Confirmation check box is selected on the Treasury Options page (BUS_UNIT_OPT_TR), and the Confirmation Status field on the Deal Preview/Approval page (TRX_SUMMARY_TR) equals Invalid.

Action Description

Routes names of invalid deals to an assigned user's worklist.

Notification Method

Worklist

Active or Inactive

Active

Workflow Objects

Information Type Description

Approval Rule Set

None

Business Process

Capturing Deals (TR_CAPTURE_DEALS)

Activity

Manual Deal Confirmations

Role

None