5.19 Operations on a Contract

This topic describes the amendment of deal details, uploading the amendment details, identifying financial and non-financial fields for amendment, and reversing or rebooking operation on a contract.

You can perform the following operations on a deal that is saved

• Amend
• Copy
• View different versions of a deal
• Delete
• Reverse
• Put a deal on hold
• Roll-over
• Liquidate
• Reassign
• Authorize

Operations can be performed by one of the following methods:

• Click on the respective operation in the Toolbar.
• Select the operation from the Action Menu.

Choose the operation when the contract is highlighted in the Contract Summary View screen or when the contract details are displayed in the Contract Detailed View screen.

This topic has the following sub-topics:

• Amend Deal Details
  
• Uploading the contracts for amendment
  
• Identify Financial and Non-Financial fields for Amendment
  
• Reversing and Rebooking a Contract
  
• Copy Contract Details
  
• Contract Versions
  
• Delete a contract
  
• Reverse a contract
  
• Put a Contract on Hold
  
• Multilevel Authorization of a Contract
  
• Authorizing a Contract
  
• Display the Rekey Fields
  
• Capture Change Log
  
• View Settlement Details
  
• Contract details
  
• Rolling Over a Contract Manually
  
• Registering Confirmation for a Contract
  
• Liquidate Contract Manually