Oracle CRM On Demand for Partner Relationship Management Configuration Guide > Managing Partner Relationships >
Managing Fund Requests (Partner Users)
This topic provides one example of a procedure for managing fund requests. Your company may follow a different process according to its business requirements. Complete the steps in the following procedure to manage a fund request. To manage a fund request
- Navigate to the Fund Request page, and create a new fund request.
- Specify the details for the fund request, as follows:
- Enter the Fund Request Name, and complete other required fields.
- Select the fund to which the fund request is related.
- Specify the type of fund (SPA or MDF).
- Enter the requested amount in the Pre-Approval Req field.
- If you want to assign ownership of the fund request to another user, then choose the appropriate partner user in the Owner field.
- Save the record.
- When you are ready to submit the request, change the value in the Status field to Pre-Approval Submitted, and save the record.
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