1.6 Cancel Funding records in RL to BV 

 

There are three main sections for the Funding records deactivation in BV:

 

  1. Funding record is populated with pbs_traffic_id in RL
  2. Funding Status is set to “active”
  3. Funding records are disassociated from Program item in BV when the status is “Inactive” in RL.

 

Step

Action

Result

  1. Locate the desired deal template and scroll down to the Funding Info table section.
  • Search and identify the desired deal template where to Funding records.
  • Desired deal and Funding records are displayed.
  1. Update the status on the Funding Record to “Inactive”
  • Click on the Funding status to update from “Active” to “Inactive”.
  • Funding record status is set to Inactive.

3.   Confirm the metadata alert is populated on Funding Records.

  • Click in BV and check the Funding records are disassociated from program item.
  • Funding Information is disassociated and nullified in BV.