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

1. Navigate to the Fund Request page, and create a new fund request.
2. Specify the details for the fund request, as follows:
   1. Enter the Fund Request Name, and complete other required fields.
   2. Select the fund to which the fund request is related.
   3. Specify the type of fund (SPA or MDF).
   4. Enter the requested amount in the Pre-Approval Req field.
   5. If you want to assign ownership of the fund request to another user, then choose the appropriate partner user in the Owner field.
3. Save the record.
4. When you are ready to submit the request, change the value in the Status field to Pre-Approval Submitted, and save the record.