Creating a Funding Request

Prerequisites

To create a funding request, you should have:

  • Funding request types defined in the application

Procedure

To create a funding request:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Accounting and Receivable and then click Funding Request.
    A sub-menu appears.
  3. Click the Add option from the Funding Request sub-menu.

    The Add Funding Request screen appears. It contains the following field:

    Field Name Field Description Mandatory (Yes or No)
    Funding Request Type Used to indicate the funding request type using which you want to create the funding request.
    Note: The list includes only those funding request types which are already defined in the system.
    		 Yes
    Tip: Alternatively, you can access the Add Funding Request screen by clicking the Add button in the Page Title area of the Funding Request screen.
  4. Select the required funding request type from the respective field.
  5. Click OK.
    The funding request is created in the Draft status. The Funding Request screen appears where you can view the details of the funding request.

Related Topics

For more information on... See...
Funding Request screen Funding Request (Used for Searching)
Funding Request screen Funding Request (Used for Viewing)
How to add a debit or credit bill to the funding request Adding a Debit or Credit Bill in a Funding Request
How to define a characteristic for a funding request Defining a Characteristic for a Funding Request