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Change Close date on a Closed Transaction
Brokerage Engine |
0 step |
39 seconds
Navigate to Transaction page
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Click "Commission Detail"
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Click "Toggle Dropdown" arrow located on the "Recal" button
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Click "After Action"
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Click "Close Date"
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Edit Closed date to desired date
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Click "Save"
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Click "OK"
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Confirm Closed date updated
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Heads Up!
You will not see the transaction page (UCC) close date update until the following day from the nightly sync validation since it has already been closed.
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