Oracle CRM On Demand for Partner Relationship Management Configuration Guide > Managing Partner Relationships >

Example Process of Managing Fund Request Claims

This topic provides one example of a process for managing fund requests. Your company may follow a different process according to its business requirements.

To manage fund requests, channel managers and partner users perform the following tasks:

1. Submitting Fund Request Claims (Partner Users)
2. Approving or Rejecting Fund Request Claims (Channel Managers)

Submitting Fund Request Claims (Partner Users)

This task is a step in Example Process of Managing Fund Request Claims.

Complete the steps in the following procedure to submit a fund request claim.

To submit a fund request claim

1. Navigate to the Fund Request page, and click the Edit link for the fund request for which you want to submit a claim.
2. Enter a value in the Claim Req field to indicate the amount of money you are requesting.
3. Set the value in the Status field to Claim Submitted.
4. Save the record.

Approving or Rejecting Fund Request Claims (Channel Managers)

This task is a step in Example Process of Managing Fund Request Claims.

Complete the steps in the following procedure to approve or reject a fund request claim.

To approve or reject a fund request claim

1. Create a fund request list named, Claims Submitted for Approval, with the criterion defined as fund requests with the status of Claim Submitted.
2. Review the submitted claim.
3. Determine what amount, if any, to approve for the fund request, and edit the fund request as follows:
   • If the fund request is approved, then do the following:
   1. Enter the approved amount in the Amount Approved field.
   2. Enter the date of the decision in the Claim Decision Date field.
   3. Set the Status field to Claim Approved.
   • If the fund request is not approved, then set the Status field to Claim Denied.
4. Save the record.

After the fund request is approved, the fund management process continues. For more information, see Oracle CRM On Demand Online Help.