A Fund in "Proposed" status isn't available as a source or recipient of transactions. To make it available, it must be placed into the "Open" status.

• Navigate to the Fund record and click the "Open the Fund" button at the top of the page.

This will generate a Fund code and change the status of the Fund to "Open". The system will then create a matching Designation in NetSuite and the NetSuite ID will be stored in Salesforce so that the two are linked. As noted in the messaging, this action is asynchronous, but typically will complete in just a few seconds. Once complete, the Fund is ready for use in grantmaking activity.