create-voucher-entitlement-manager.md

Create Voucher Entitlement Manager

Description

This guide provides steps to create the voucher entitlement manager.

Pre-requisites

The user must have the Program Administrator role.

Steps

1. Navigate to Programs using the menu bar.

2. Click on Configuration.

3. Select Voucher Entitlement Managers from the drop-down list.

4. Click on Create.

5. Enter the details.

• Name: Enter the name of the manager.
• Program: Select the program from the drop-down list.
• Amount Per Cycle: Enter the amount per cycle.
• Amount Per Individual in Group: Enter the amount each individual in the group is entitled to.
• Currency: Enter the currency used for transactions
• Maximum Number of Individual in Group: Enter the maximum group members.
• Transfer Fee (%): Enter the percentage of fees required for carrying out the transactions
• Transfer Fee Amount: Enter the amount required for carrying out the transactions
• Entitlement Validation Group: Select the validation group from the drop-down list.

6. Click the Voucher File Config and select the voucher file from the drop-down list. To learn the steps to create a voucher file, follow the guide Create Entitlement Voucher Template.

7. Click the Voucher Document Store and select the file from the drop-down list.

8. If you want to add multiple managers for entitlement approval then click on Add a Line in the Approval Settings section_._

Note: This step and the next step should be skipped if multiple managers are not required for entitlement approval.

9. Enter the name for the stage and select the Group from the drop-down list.

10. Click on Save.

11. The manager gets added to the list.