Create a CoPQ financial request

task brazil Updated Sep 10, 2026 1 min read mco-copq-financial-requests.md
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Create a CoPQ financial request for remediation action plan.

Before you begin

Role required: admin

Procedure

  1. Navigate to Workspaces > CRM Workspace > List > Remediation Action Plan > CoPQ Financial Request.

  2. Select New.

  3. On the CoPQ Financial Request form, fill in the fields.

    For a description of the field values, see CoPQ financial requests form.

  4. Select Save.

Parent Topic:Remediation action plans

Related topics

Notes form

Resolution information form

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