After searching for payment allocations, you will be able to view the deal lines for each deal returned by your search criteria by selecting a deal row from the search results.
The following buttons will always be available to you within the deal lines panel:
- View deal · Clicking on this button will take you to the selected deal edit / view page.
View scheme notes · Clicking on this button will allow you to view the scheme notes of the selected deals’ scheme, and create scheme notes if you have edit access to the scheme.
You will notice you will also have the option to edit the earnings of manually maintained deals. The definition of a ‘manually maintained’ deal will be dependent upon your DealTrack configuration.
You will be able to edit the deal line earnings by clicking on the Earnings value of deals which meet any of the following criteria:
Deal mechanism plugin is ‘Externally calculated’.
Deal mechanism plugin is ‘Externally calculated’, plus workflow status is ‘Fully signed’.
Deal mechanism plugin is ‘Externally calculated (apportioned)’, plus workflow status is ‘Fully signed’ and the Finance App uses actual earnings.
Please note — only deal lines which have an end date before the current date will be displayed.