Defining a Characteristic for a Funding Request

Prerequisites

To define a characteristic for a funding request, you should have:

  • Characteristic types defined in the application (where the characteristic entity is set to Funding Request)

Procedure

To define a characteristic for a funding request:

  1. Ensure that the Characteristics section is expanded when you are editing a funding request.

    The Characteristics section contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Effective Date Used to specify the date from when the characteristic is effective for the funding request. Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the funding request.
    Characteristic Type Used to indicate the characteristic type.
    Note: The list includes only those characteristic types where the characteristic entity is set to Funding Request.
    Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the funding request.
    Characteristic Value Used to specify the value for the characteristic type.
    Note:

    If you select a predefined characteristic type, the Search (The Search Icon) icon appears corresponding to the Characteristic Value field. On clicking the Search icon, you can search for a predefined characteristic value.

    On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.

    Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the funding request.
  2. Enter the required details in the Characteristics section.
  3. If you want to define more than one characteristic for the funding request, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic from the funding request, click the Delete (The Delete Icon) icon corresponding to the characteristic.

Related Topics

For more information on... See...
How to edit a funding request Editing a Funding Request