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DEAL STATUS REPORTSThe system provides a number of reports arranging the deals sheets by current status. Click the report of choice below. All Deals by Status Items Not on Deal Open Deals Deals with Alert Flags Open Deals with No AlertsManaged Fund Deals Non Managed Fund Deals Deals with Informational Flags Deals with New ItemsPending Price Change Deals Completed Deals
All Deals by StatusTopItems Not On DealAfter the system has compiled the list of Items Not on a Deal Sheet, the list is presented as shown below. Open DealsDeals with Alert FlagsOPEN DEALS WITH NO ALERTSManaged Fund DealsNon Managed Fund DealsDeals with Informational FlagsDeals with New ItemsPending Price Change DealsCompleted DealsYou may click on any of the deals listed in the Completed Deals report to view the deal sheet. The system will provide an Audit View of the deal sheet for review of its content. But, the Audit View does not allow any updates or changes. See example below. You will notice that the Maintenance Links in the right margin for each section have been removed from the deal sheet to prevent changes. |
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