Solicitor Revenue Credit

When you create a funding request on a funding plan, you can assign solicitors to the request to perform various steps you define for the request. After the grantor submits a grant award, you can credit the plan’s solicitors for the revenue you receive. To simplify this process, you can define default credit rules for plan solicitors. When you apply revenue to the grant award, solicitors linked to the associated funding request automatically receive credit based on the credit rules you create. On the Credit Rules Setup page, you can view and manage the default credit rules for plan solicitors. To access this page from Foundations, under Configuration, select Credit rules setup.