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Processing Claims

Once the Fund Manager approves the fund request and you complete the task for which you requested the fund, you are ready to submit a claim. After you submit the claim, the Fund Manager can review and approve it.

To submit a claim

  1. Select a fund request from a Fund Request List for which you want to submit a claim or select a preapproved fund request (listed in the Pending Fund Request section on the Funds homepage).

    For instructions on selecting fund requests, see Finding Records.

  2. On the Fund Request Detail page, click the Edit button.
  3. On the Fund Request Edit page, do the following:
    1. Enter the amount you are claiming in the Claim Req. field.
    2. Select Claim Submitted from the Status field.
    3. Enter an appropriate date in the Due Date field.
  4. Save the record.

To approve a claim

  1. Select the fund request (listed in the Pending Fund Request section on the Funds homepage) for which you want to approve a claim.

    For instructions on selecting fund requests, see Finding Records.

  2. On the Fund Request Detail page, review the amount being claimed in the Claim Req. field, and then click the Edit button.
  3. On the Fund Request Edit page, do the following:
    1. Enter the amount you approve in the Approved field.
    2. Enter the date in the Claim Decision Date field.
    3. Select Claim Approved from the Status field.

      NOTE: To approve funds, you must have the Fund Approval Limit set to a sufficient value on your user record. Contact your company administrator if the approval limit is insufficient. In addition, Oracle CRM On Demand does not allow you to approve a fund request that results in a negative fund balance unless the Allow Negative Balance check box is selected on the Fund Detail page.

  4. Save the record.

    After a claim is approved, it appears in the Fund Debits section of the fund record.

    NOTE: After a claim is approved, you can no longer edit the fund request.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.