Close a Partner Contribution with Zero Open Amount

  1. In the Partner Contributions work area, click the stakeholder with the partner contribution that you want to close.
  2. Click the Actions menu and select Close Contribution.
    Or click Manage in Excel and use the spreadsheet to close multiple partner contributions.
  3. On Close Partner Contribution, complete the Close Date field. You can enter a date or leave the field blank to default in today’s date.
  4. Click Submit.

Results:

The status of the partner contribution changes to Closed and a record for the close transaction appears in the Transactions tab with a transaction status of Process Complete.