# Managing fund requests in AWS Partner Central
AWS Partner Funding benefits are tailored to meet your business needs around training, new product and solution development, and go-to-market activities, enabling you to reach new customers and differentiate your business. AWS Partners may receive funding in the form of cash or AWS Promotional Credits depending on the specific funding option. [Discover how to make the most of your available funding options](https://aws.amazon.com/partners/funding/) and [how to submit funding requests](https://aws.amazon.com/partners/funding/) below.
## AWS Partner Funding Benefits
This section shows all the Funding Programs that the Partner user has access to. If the blue **Create fund request** button is grayed out, the system has determined that the Partner account is not currently eligible for this type of funding due to Partner Path status or the lack of an MDF Wallet. Please review the eligibility for each program.
# Accessing funding
To create, view, edit or manage fund requests, a user must be assigned the appropriate permissions in AWS IAM. For more information, see [AWS managed policies for AWS Partner Central users](https://docs.aws.amazon.com/partner-central/latest/getting-started/managed-policies.html). Please note that while a user may have access to the AWS Partner Funding Portal, they may not have anything to review or act on until their first Fund Request.
If a user is unable to access funding tools, please reach out to your IAM Administrator. You can also [submit a Support Case via AWS Partner Central in the AWS Console](https://partnercentral.awspartner.com/partnercentral2/s/support) for General APN Support.
To access funding tools:
1. Log into [AWS Partner Central in the AWS Console](https://us-east-1.console.aws.amazon.com/partnercentral)
1. Click on **Launch AWS Partner Central** in the middle of the home screen.
1. Select **Funding dashboard** under **Funding Benefits** on the lefthand navigation pane
1. Users can begin submitting Fund Requests from this page in Partner Central
1. Click the **Create fund request** button and a dropdown selection of eligible programs will appear
1. The subsequent templates will route the user to create a Fund Request for the core programs offered
1. Users can also navigate to the **AWS Partner Funding Benefits** tab to review [eligible core programs](https://aws.amazon.com/partners/funding/)
# Managing fund requests
The Partner Funding Dashboard is the main place to review all of your Fund Requests and claims regardless of stage and/or status, in one place for all supported programs. There are two main sections, Funding Activities and AWS Partner Funding Benefits.
On the Partner Funding Dashboard landing page, users with the appropriate permissions will see a summary of all Fund Requests, regardless of status or stage.
## Funding Activities
This section shows all the Fund Requests (all statuses and stages) that the Partner user has access to. For standard APUs, they can see the requests they are the owner of, including drafted. ALs can see all requests for the Partner account regardless of owner.
There are multiple ways to find a fund request:
+ **Fund request ID** — filter for the specific ID of the fund request
+ **Fund request stage** — filter by what approval stage the request is in (AWS Review, Business Approval, Finance Approval, etc.)
+ **Fund request status** — filter by the status the request is in (active, cancelled, completed, etc.)
+ **Funding type** — filter by the type of funding (cash or credit)
+ **Program** — filter by the overall template used for each request (MDF, MAP, PIF, Misc., etc.)
+ **Subcategory** — filter by the program each request is under (MDF, MAP, Sandbox, WMP, SCA, etc.)
+ **Purchase order number** — filter for the specific purchase order number
+ **Opportunity ID** — filter for the specific opportunity ID
+ **Budget Year** — filter by the budget year the request is tied to
There are 4 possible actions to take in this dashboard:
+ **Export** — Exports the displayed list of Funding Activities to an Excel Spreadsheet
+ **Create Fund Request** — Allows a Partner to submit a Fund Request with a dropdown by program
+ **Cancel Fund Request** — Allows a Partner to Delete a Fund Request from their dashboard
+ **View Details** — Allows a partner to view specific details of a selected fund request
# Creating a fund request
Users can create a new Fund Request from the Funding Dashboard page. To create a new Fund Request:
1. Choose **Create Fund Request**
1. A dropdown list will appear with a list of [funding programs](https://aws.amazon.com/partners/funding/).
1. 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. |
# Updating a fund request
Once a Fund Request has been submitted, users can edit or update details by recalling a Fund Request. The Recall function will bring the Fund Request back to the Created stage where users can perform edits. The Recall function is only available for Fund Requests prior to entering the Pre-Approval Stage, at which point, the Fund Request can no longer be recalled.
To Recall a Fund Request:
1. Select the Fund Request ID from the Funding Dashboard by choosing the relevant Fund Request
1. Choose the **Recall** button
1. Users will be returned to Step 1 of the Fund Request submission process, where all pre-existing information will be available.
1. Edit the details fields as needed
1. Resubmit the fund request by choosing **Submit**
# Cancelling a fund request
The Cancel function can be used when a Partner needs to cancel a Fund Request that will no longer be executed. Once the Fund Request has been canceled, the status will change from "Active" to "Cancel" but the stage will not change. The Fund Request will also continue to be visible in the funding dashboard. By canceling, the Partner will no longer be able to edit, submit, resubmit, or view the Fund Request. The Cancel function can be performed at any time prior to entering the Completed Stage, at which point, the Fund Request can no longer be canceled.
To cancel a Fund Request:
1. Select the Fund Request ID from the funding dashboard
1. Choose **Cancel fund request** from the Fund Request summary screen.
# Resubmitting a fund request or claim
If a Fund Request or Claim has been rejected, it can be revised and resubmitted.
**Important**
The rejection reason is not visible from this workflow, so review the rejection reason first.
To resubmit a fund request:
1. Open the Fund Request from the dashboard by selecting the hyperlink of the Fund Request ID
1. The rejection reason will be in the automatic rejection email, and can also be seen in the Fund Request by choosing **Approval History** in the action bar, or scrolling down to the bottom section of the Fund Request.
1. Review the rejection reason first, then choose **Resume fund request** from the action bar at the top of the request.
1. Resume fund request opens the Fund Request for revision and resubmission. It will reopen the initial submission workflow for the program and allow the Partner to edit the details, and at the end, officially resubmit. The rejection reason is not visible from this workflow, so review the rejection reason first. The start date will need to be moved out 14 days from the current date, if the previous date is not already enough in the future.
1. If an error is encountered, choose **Fix** to see what fields need to be corrected.
1. Once all information is updated, choose **Submit fund request** to resubmit the Fund Request.
To resubmit a claim:
1. Open the Fund Request from the dashboard by selecting the hyperlink of the Fund Request ID.
1. The rejection reason will be in the automatic rejection email and can also be seen in the Fund Request under the "Actuals" section on the Cash Claim page.
1. Review the rejection reason first, then make any necessary updates to the Claim Actuals and select **Edit cash claim** from the Cash claim plans section of the request.
1. The **Edit cash claim** button opens the Claim for revision and resubmission. It will reopen the claim submission workflow and allow the Partner to edit the details, and at the end, officially resubmit. The rejection reason is not visible from this workflow, so review the rejection reason first.
1. Once all necessary updates are made, select **Submit cash claim actual** to resubmit the claim.
# Extending a fund request
The Extend function can be used when a Partner needs to modify the planned delivery end date of an approved Fund Request. AWS Partners can self-extend the planned delivery end date of an approved activity in the AWS Partner Funding Portal one time up to 90 days based on standard Funding Program policy. Once the dates are extended, the Funding Expiration Date will automatically update accordingly.
## Extension guidelines
Before an activity expires, the Fund Request can be extended once up to 90 days.
Extended date requirements:
+ Must be 1-90 days from the original planned delivery end date
+ Cannot be between 12/16 and 1/1
+ Cannot cross years for MDF
## Important notes
+ Once the activity completion date is extended, the Funding Expiration Date will automatically update to 30 days from the new completion date or December 15th of the calendar year of the request. If December 15th is selected as the end date, the expiration will be the same day.
+ Claims must be submitted within 30 days after the activity completion date or by December 15th of the calendar year of the request.
+ Invoices should be submitted in Payee Central after Claim approval, and prior to the Expiration Date.
To extend a fund request:
1. Select the Fund Request ID from the funding dashboard by choosing the relevant Fund Request
1. Choose the **Extend fund request** button on the upper right corner of the page
1. Enter the new project end date following the extension guidelines above
1. Extend the fund request by choosing **Extend fund request**
# Using agents for funding recommendations and fund requests
AWS Partner Central agents analyze your opportunities against available funding programs and can create fund requests directly from the opportunity details page.
## Prerequisites
+ Your account has migrated to AWS Partner Central in the AWS Management Console.
+ Your IAM user or role has the required permissions:
+ `partnercentral:ListBenefitAllocations`
+ `partnercentral:ListBenefitApplications`
+ `partnercentral:CreateBenefitApplication`
+ `partnercentral:GetBenefitApplication`
+ `partnercentral:UpdateBenefitApplication`
+ `partnercentral:AssociateBenefitApplicationResource`
+ `partnercentral:DisassociateBenefitApplicationResource`
+ `partnercentral:GetOpportunity`
+ `partnercentral:GetAwsOpporunitySummary`
+ `partnercentral:UseSession`
+ `aws-marketplace:DescribeEntity`
+ `aws-marketplace:SearchAgreements`
+ You have at least one active opportunity.
## How funding recommendations work
When you open an opportunity details page, the **Funding Recommendation** widget automatically evaluates the opportunity against available AWS funding programs based on opportunity stage, expected revenue, customer use case, and partner path eligibility.
If a match is found, the widget displays the following information:
| Element | Description |
| --- | --- |
| Program name | The recommended funding program. |
| Program description | A summary from AWS funding documentation. |
| Reason for recommendation | Why this opportunity may qualify, based on stage, ARR, and use case. |
**Note**
Funding recommendations are provided for informational purposes to help identify potentially relevant programs. Recommendations do not guarantee funding approval or eligibility.
The widget provides three actions:
| Action | Description |
| --- | --- |
| Get estimated funding | Calculates potential funding based on opportunity value and program rules. |
| Create fund request | Starts a draft fund request auto-populated with opportunity data. |
| Learn about funding programs | Opens a conversational interface for funding questions. |
If no match is found, the widget indicates this and offers a **Learn about funding programs** button.
When a recommended program is associated with a Standard Strategic Collaboration Agreement (SCA), the feature also displays SCA budget allocation information — what has been allocated and what remains available.
**Note**
The agent does not access the SCA agreement document itself. SCA agreements are managed in Contract Central.
## Getting a funding recommendation
1. Navigate to **Opportunities** in the left navigation.
1. Select an opportunity.
1. Locate the **Funding Recommendation** widget on the opportunity details page.
1. Review the recommendation and choose an action.
You can also choose **Ask about this opportunity** and ask questions such as "What funding programs are available?" or "Why was this program recommended?"
## Creating a fund request
1. In the **Funding Recommendation** widget, choose **Create fund request**.
1. The agent collects data from the opportunity record.
1. If information is missing, the agent asks clarifying questions in the chat interface.
1. The agent generates a draft and provides a link.
1. Open the link to review the draft in the AWS Funding portal, then submit.
After submission, the request follows the standard approval workflow. Track progress on the **Funding Dashboard**. For more information, see [Creating a fund request](create-fund-request.md).
You can also start this process through the chat interface by choosing **Ask about this opportunity** and typing "Create a fund request for this opportunity."
## Important considerations
| Consideration | Details |
| --- | --- |
| Eligibility | Recommendations are based on available data. Final eligibility is determined during the application review. |
| Data scope | The agent uses only your opportunity and partner account data. |
| Permissions | Users without fund request permissions receive an access denied message. |
| Sessions | Conversations are session-based, not persisted. Each interaction has a unique Session ID. |
## Related resources
+ [Managing fund requests in AWS Partner Central](partner-funding.md)
+ [Creating a fund request](create-fund-request.md)
+ [AWS Partner Funding Benefits](https://docs.aws.amazon.com/partner-central/latest/getting-started/funding-benefits.html)