Submitting Fund Request Claims (Partner Users)

This task is a step in Example Process of Managing Fund Request Claims.

Complete the steps in the following procedure to submit a fund request claim.

To submit a fund request claim

  1. Navigate to the Fund Request page, and click the Edit link for the fund request for which you want to submit a claim.

  2. Enter a value in the Claim Req field to indicate the amount of money you are requesting.

  3. Set the value in the Status field to Claim Submitted.

  4. Save the record.