Open DavidChater opened 3 years ago
Amendment - build on fC object. No cost extension and cost extension - in portal Categorize - 2 types of amendments - material and non-material material - $ - goes through a review
Small form or is it an application ? need for automation - to update the request gets sticky
Object - controlled field visibility with type (material/nonmaterial) Generate agreement on Amendments or Funding Request Approval process -
Custom object related to funding request master detail to funding request records are related to a parent record - if don't have relationship - avoid orphan record Type (or Record Type) - for
No cost extension - change in scope - checkboxes? for type Screen flow for extension - submission
Lightning component - instead of page layout -or quick action
Access to details for application itself - formula field or related record item
How do we handle Amount fields on Funding Request?
Awarded Amount - should be the most accurate
Original Amount - appears if amended
Dates handled in a similar way
Grant End Date - should be the most accurate
Original End Date - appears if amended
Original Project Time line (shows whole
On amendment - shows the Awarded Amount / Grant End Date Field to populate new total amount (not the difference or change)
Manually update grant report and payments
Adjust only specific things on Request after submission - could this be amendments Final report - did you expend all your fund or do you need an extension
Status field? Submitted, Under Review, Approved, Declined
Within the OF Data Model, what are the options for dealing with amendments or variations to an awarded request.
Use Cases: An organisation that has received a grant to support a capital project discovers problems during the early stages of the build. They ask the Foundation whether they would increase the grant to help meet these costs. The Funder agrees and needs to record this within Outbound Funds.
Possible Options: