Questions, answered

Click Get started, then use Proto to configure ERP for NG os for your business. Begin with one organization, program, project, donor and funding case, then rehearse the funding decision and reconciliation with the people who own them.

Program Lead owns programs and projects. Field Coordinator records activity progress and supported households under the correct project.

Funding Officer submits a case linked to a donor and project. Funding Reviewer decides it through Funding Case Review Decision, which records the decision, updates the case and writes an operation receipt.

Review Decision History shows the decision outcome, date, reason and linked funding case.

The case holds the amount requested. A fund event of type Receipt records a money movement against that case, with its own date, amount and reference.

Field Coordinator links each beneficiary household to a project and records its location, size and vulnerability. Supported Households highlights medium and high vulnerability records.

Each project activity has a beneficiaries reached value, date, summary and status. The activity record remains distinct from the supported household record.

It reads one project, its funding cases, fund events and activities, totals pledged, received and disbursed amounts, flags variance and writes an operation receipt.

Operations Needing Review shows receipts marked failed or needs review, with the linked case and occurrence date where recorded.

Plan those as connections during implementation. Agree which system owns the financial event and how its reference and outcome will be checked against fund events and operation receipts.