Scenarios on Out of Balance Trade Values

Scenarios on Out of Balance Trade Values

When you have a trade that is out of balance, there could be the possibility of up to four scenarios:

The deal has been capped - uncap the deal, alter the ACV on the trade by 1.00, hit save, alter it back to its original value, hit save, recap deal
The deal is in delivered or lower status - alter the ACV on the trade by 1.00, hit save, alter it back to its original value, hit save
The deal is posted - unpost deal, alter the ACV on the trade by 1.00, hit save, alter it back to its original value, hit save, repost deal
The deal is posted and you cannot or do not want to unpost deal - contact support and we will fix the out of balance trade, without unposting deal.