Print      Open PDF Version of Online Help

Partner Relationship Management and High Tech > Funds > Managing Funds

Managing Funds

To manage funds, do the following tasks:

• Adding Fund Participants
• Adding Credits to Funds
• Processing Requests for Funds
• Processing Claims
• Applying Debits Against Funds
• Reviewing Fund Activity

NOTE: The funds feature is not part of the standard edition of Oracle CRM On Demand, so it might not be available to your company.

NOTE: You can update a fund record if you are its owner. If you are a fund participant, then you can create and update fund requests.

For step-by-step procedures that are common to many record types, see:

• Creating Records
• Updating Record Details
• Linking Records to Your Selected Record
• Working with Lists
• Transferring Ownership of Records
• Adding Notes
• Attaching Files and URLs to Records
• Deleting and Restoring Records
• Viewing Audit Trails for Records
• Customizing the Audit Trail

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

Also, depending on the access level that you have, you might not be able to perform all procedures described in the preceding list.

Related Information

See the following topics for related Fund information and topics of interest:

• Working with the Funds Homepage
• Fund Fields
• Analytics
• Tracking Assets