Account Name - Use Tides Canada Foundation

Funder Program or Stream – Use the fund name

Primary Contact – Use the soft credit person if needed.

1. Opportunity Lead or Chris Chan creates the opportunity
2. Mary makes an intra-company transfer and chatters the grant to Chris Chan. Netsuite entry is created automatically.
3. Chris sends a ticket to IS to generate the award code and chatters Romer.
4. Romer posts the Netsuite entry.
5. Chris Chan links Source Distribution under Payment to the Distribution under Grant, which will automatically have the Is Internal Transfer box checked, preventing the entry going to Netsuite, which means there is no Netsuite ID in the SF Payment.
6. Chris sends payment to Finance Lead for approval, and sends a ticket to IS to create the award code in Netsuite. (Field subject to change to Source Distribution in Payment)
7. Finance Lead approves payment and does any overhead entry in Netsuite.
8. Chris marks Opportunity Closed Won and Payment Paid.

Account Name - Use Tides Canada Initiatives Society

Funder Program or Stream - Use Project Name

1. Mary makes an intra-company transfer and chatters the grant to Chris Chan and Allie.
2. Allie creates the opportunity generates the award code in Salesforce and submit a ticket to IS to generate it in Netsuite. When this is done, Allie informs Mary, Romer and Chris.
3. Romer posts the grant entry in Netsuite.
4. Allie links Source Distribution under Payment to the Distribution under Grant, which will automatically have the Is Internal Transfer box checked, preventing the entry going to Netsuite, which means there is no Netsuite ID in the SF Payment.
5. Finance Lead approves payment and does any overhead entry in Netsuite.
6. Chris marks Opportunity Closed Won and Payment Paid.