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.