Creating a fund request
Users can create a new Fund Request from the Funding Dashboard page. To create a new Fund Request:
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Choose Create Fund Request
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A dropdown list will appear with a list of funding programs
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Choose the relevant funding program by selecting the name in the picklist
Once a Fund Request has been submitted, it goes through a series of review and validation processes, depending on specific program requirements. Partners can track the progress of a Fund Request as it goes through these approval workflows based on two attributes: the Stage and the Status. The Fund Request Stage indicates the current phase in the overall Fund Request lifecycle, while the Status indicates the current health or condition of the Fund Request (i.e. Pending, In Review, Approved).
Fund request stages
The table below details the stages that a Fund Request can be in as it goes through the approval lifecycle. See more details for who the assigned Approver is for each stage is by program in the Approval Workflow section of the guide.
| Stage | Description |
|---|---|
| Created | The request is still in draft and has not been submitted by the Partner to AWS, OR The request has been rejected and is now pending Partner updates and resubmission. |
| AWS Review | The request is with the AWS Reviewer in AWS. This stage is only applicable for Sell (POC) and Miscellaneous (Jumpstart and ISV WMP) funding motions. |
| Tech Approval | This stage indicates that the Fund Request is with the Partner Solution Architect to ensure technical feasibility of the project plan/statement of work. This stage is only applicable for Sell Motion Funding programs (POC). |
| Business Approval | The Fund Request is pending review and approval by the assigned Business Approver. The Business Approver varies by program. |
| Finance Approval | The Fund Request is with the AWS Operations team to generate a Purchase Order (PO) for Cash requests, AND/OR generating codes for Credit requests. |
| Pre-Approval | This stage indicates that the Fund Request has obtained all necessary approvals and the Partner can begin executing their activity/project. For credit, the request will remain in this stage until all credit codes have been disbursed and applied. For requests including cash, this is pending final finance confirmation before moving to Cash Claim stage. For MAP requests, this pass-through stage does not exist, the Fund Request being in Cash Claim stage indicates pre-approval. |
| Cash Claim | The Partner is able to submit a Cash Claim when the project (or milestone) is complete. The Partner submits the actuals for the claim(s), and AWS reviews and rejects/approves the actuals in this stage. Migrated Partners will see “Awaiting Approval” in the Cash Claim Status section under Cash claim plans once the claim actuals are submitted. Once the actuals are approved, the Fund Request will provide a link to Payee Central for the Partner to submit invoice. This stage will not update until the invoice is approved. |
| Completed | All credits have been redeemed for the relevant FR AND/OR all cash claims have been completed. No further action is required. |
Fund request statuses
The table below details the statuses that a Fund Request can be in and indicates the current health of the Fund Request. The status will be found in the Project Details section of the Fund Request.
| Status | Description |
|---|---|
| Active | This is the first status that a record will receive. It will stay in this status through most of its lifecycle. |
| Pending | For most Fund Requests, this status is temporary, the request is synching. Status will revert to Active status upon successful sync. |
| Terminated | The Partner has cancelled the request. Once a request has been terminated, it cannot be reactivated. |
| Expired | In the situation where a Fund Request has passed its expiration date (30 days after delivery end date), the system will update the status of the request to expired. Fund Request can no longer have actions taken. |
| Completed | Completed is the status once all invoice details have been added to the Fund Request by AWS, and/or credit codes have been redeemed and there is no further action required. |
| Deleted | Deleted is the status of a Fund Request if the Partner has deleted it from their dashboard view. This action can only be taken on Fund Requests in the Created stage (either never submitted, or rejected back to the Partner). Deleted fund requests will no longer show in the partner dashboard, and may no longer be viewed or retrieved |
Attachment statuses
The table below details the statuses that an attachment can reflect. These statuses apply to both Fund Request Attachments and Claim Attachments.
| Status | Description |
|---|---|
| PendingUpload | The document is currently being uploaded. |
| Scanning | The document has been attached and is currently being scanned for compliance with Application Security. This status does not prevent submission of the Fund Request or Claim |
| ScannedClean | The document has been attached, and scanning has been completed, no problems found |
| Quarantined | The file was scanned and does not meet criteria set by Application Security. Usually this means it contains a formula that is not among the accepted set of formulas allowed by the tool. The document should be updated to remove formulas and reattached or converted to a PDF and reattached. |
