SetFund Allocation Status

As an administrator, you can set the status of fund allocations to pending approval after the status of the associated promotion is changed to approved. Create a trigger to set the status of fund allocations to pending approval.

Note:

After creating the trigger, create an object workflow to set the status of fund allocations to approved after the fund status changes to pending approval.

1. Ensure that you're in an active sandbox.

2. Navigate to the Application Composer.

3. Select Sales from the Application list.

4. Expand Custom Objects > Promotion.

5. Click Server Scripts.

6. Navigate to the Triggers tab and click Action > Add to create the new trigger.

7. On the Create Object Trigger page, specify the following information for the trigger:

   • Trigger: Before Update in Database.

   • Trigger Name: FundAllocationStatus_BeforeUpdate

   • In Trigger Definition, paste the following script from this document and click Save and Close.

     __ORACO__setFundAllocationStatus();

8. Publish the sandbox.

The trigger is created to set the status of fund allocations to Approved after the status of the associated promotion is set to approved.