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EDM: Sell/Buyback Link Disappears After Undo Deal When Sell/Buyback Is Done (Doc ID 2586595.1)

Last updated on SEPTEMBER 11, 2019

Applies to:

PeopleSoft Enterprise FIN Deal Management - Version 9.2 and later
Information in this document applies to any platform.

Symptoms

A Deal is entered and a Sell/Buyback is done.  A correction needs to be made against the Deal so the Undo Deal process is run.  The status of the original Deal is now Deactivated and the Sell/Buyback link is missing.

1.  Add Deal 000000000377
2.  Click on Sell/Buyback link > enter details > OK
3.  Click OK to Message:  Warning - Are you sure you want to record this Sell/Buyback transaction? (13800,2289)
     a.  Sell/Buyback activity locks the deal from further changes
     b.  OK
4.  New Deal 000000000378 is created for balance
5.  Click on Cashflows icon on new Deal > Return > Save
6.  Open up original Deal 000000000377 > Status shows Partially Sold/Bought Back
7.  Click on Sell/Buyback link > Fields are grayed out
8.  Now to fix the Date on Sell/Buyback, need to Undo Deal 000000000377 > As of Date 08/12/2009
9.  When Undo process is done, open up original Deal 000000000377
10.  Sell/Buyback link missing under Additional Holidays link

Cause

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In this Document
Symptoms
Cause
Solution
References


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