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Fund Fields

Use the Fund Edit page to add a fund or update details for an existing fund. The Fund Edit page shows the complete set of fields for a fund record.

NOTE: Company administrators can customize your application in a variety of ways, such as changing names for record types, fields, and options in picklists. Therefore, the information you see might differ from the standard information described in this table.

The following table provides additional information regarding some fields.

Field

Description

Key Fund Information

Fund ID

The Fund identifier. System-generated.

Fund Name

The name of the fund. Required field. Limit of 50 characters.

Start Date
End Date

Time period that the fund is valid.

Status

Default options are Active, Closed, In Progress, or Suspended.

Partner

Accounts must have the Partner field checked for them to appear in this selection list.

Target Amount

The total dollar amount targeted for the fund. Required field.

Total Credits

Read-only field. The sum of all the fund credits that are created in the Fund Credits section.

Total Debits

Read-only field. This is the sum of all the fund debits that are created in the Fund Debits section. Once a Fund Claim is approved, a debit record is automatically created in the Fund Debit section.

Balance

Read-only field. Value is: (Total Credits - Total Debits).

Total Pre-Approved

Read-only field. The sum of all the Fund Requests approved for a given Fund. Once the Fund Manager approves a Fund Request, the value is reflected in this field.

Balance after Pre-Approvals

Read-only field. Value is: (Total Credits - Total Pre-Approved).

Additional Information

Owner

Generally, the owner can update the record, transfer the record to another owner, or delete the record. However, access levels can be adjusted to restrict or expand a user's access.

This value affects which records are included in reports you or your managers run (from Reports and Dashboard pages).

Modified By

Name of the person who last updated the record followed by the date and time it occurs.

Description

Limit of 250 characters.

Related Information

See the following topics for related Fund information:


Published May 2008