Partner Relationship Management and High Tech > Funds > Managing Funds > Processing Claims
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
- 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.
- On the Fund Request Detail page, click the Edit button.
- On the Fund Request Edit page, do the following:
- Enter the amount you are claiming in the Claim Req. field.
- Select Claim Submitted from the Status field.
- Enter an appropriate date in the Due Date field.
- Save the record.
To approve a claim
- 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.
- On the Fund Request Detail page, review the amount being claimed in the Claim Req. field, and then click the Edit button.
- On the Fund Request Edit page, do the following:
- Enter the amount you approve in the Approved field.
- Enter the date in the Claim Decision Date field.
- 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.
- 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.
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