Product Documentation

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=====Funding Request Entry & Review 1=====

Funding Request records enter TDF’s org in one of two ways; through a Funding Request Flow or through a process that creates the records based on a Fund Distribution record. Let’s begin with the Funding Request Flow. 

  - From an Active Fund (custom) record, a user clicks the “Create Funding Request” button which launches the flow. 
  - User populates fields on first screen, clicks “Next” 
  - Fields with a red “*” are required 
  - Some fields are defaulted but can be edited 
  - User chooses an address record, clicks “Next” 
  - User populates fields on the third screen, clicks “Next”. Selecting “Yes” for recurring will show a few additional fields that are required. 
  - On the Final Screen, the user populates several areas.User Chooses the advisor’s preferences for Fund, Name and Address Anonymity. User chooses whether the advisor wants a Grant Confirmation Notice. User makes edits to the defaulted Advisor Acknowledgement Name and Address, if needed. User selects if the request has a tribute and enters the additional information. User can check the “Create another Funding Request” box to create the current request and start the process again on the same Fund to create another record. Leaving it blank will navigate user to the record created. 
  - Final step is to click “Next”. This saves the Funding Request record and navigates the user to it. Review 1 is already completed by the user who entered the record. 
  - Records created with the entry process include: Funding Request, Disbursement, Fund Expenditure