17.3 Comments

This topic provides systematic instructions about the Comments data segment in Fund Allocation and Liquidation stage.

This data segment allows you to capture overall comments for the Fund Allocation and Liquidation stage. Capturing comments helps the user of next stage to better understand the application.

Upon clicking Next in the Fund Allocation and Liquidation - Linked Transaction screen, the Comments data segment is displayed.

Figure 17-5 Fund Allocation and Liquidation_Comments

Description of "Figure 17-5 Fund Allocation and Liquidation_Comments"

1. Type the comments for the Fund Allocation and Liquidation stage in the Comments text box.
2. Click Post.
   Comments are posted below the Comments text box.
3. To submit the Fund Allocation and Liquidation task, click Submit.
   The Checklist window is displayed.

   Figure 17-6 Checklist

   
   

   
   Description of "Figure 17-6 Checklist"

   
   

   Note:

   Checklist for the stage appears if it is configured in the Business Process Maintenance. User manually verify the checklist and enable the corresponding check box.
4. Select the required Outcome.
   The available options are:

   • Proceed
   • Additional Info
5. Click Submit.
   If the Outcome is selected as Proceed, the application is moved to the next stage on clicking Submit.

   If the Outcome is selected as Additional Info, the application is sent back to the previous stage on clicking Submit.