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About FundsFunds enable you to manage a set of activities for pre-approval and claims processing of marketing funds. As a fund manager, you create a fund record. When you create a fund record, you become the owner of the fund, or the fund manager. Fund owners can update or delete fund records, add other users as fund participants, create credit and debit entries, and add attachments and notes to the fund. Fund participants can view the fund record, but they cannot edit it. They can also submit pre-approval and claim requests against the funds in which they are listed as participants. Fund managers can view and edit all fund requests against the funds they own, and can approve or reject these fund requests. NOTE: Fund requests in which the Status field is Claim Approved are final and cannot be edited further. | ||
Published 05/11/2007 |