3.4.6 Authorize Amended Unitholder Deal Record

This topic provides the systematic instructions to authorize amended Unitholder Deal record.

1. Authorize an amended Unitholder Deal record for the amendment to be made effective in the system. The authorization of amended records can be done only from Fund Manager Module and Agency Branch module.
   The process of subsequent authorization is the same as that for normal transactions.
2. When you retrieve a deal record for the purpose of amendment in this screen, it is displayed in the UH Deal Setup Detail screen, in Amend mode. All the non-editable field values are displayed as labels, while the editable fields are enabled for data entry changes.

   Note:

   When you make changes to any authorized record in the system database through the amendment operation, the record with the amended information is saved as an unauthorized record in the system. For your amendment changes to be effective, the amended record must be subsequently authorized. When it is authorized, it is saved in the system database as an authorized record with the amendment information, and is effective.
3. Cancel an existing negotiated deal if needed by changing the status to cancel. When you authorize this change, the deal set up is nullified.