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Siebel Partner Relationship Management Administration Guide > Using Market Development Funds > Setting Up Fund Approval Authorization >

Authorizing Employees to Approve Fund Requests

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To authorize employees to approve fund requests, you specify the maximum amount of a fund request that each employee may approve.

Employees may get fund requests to review that are greater than the amount that they can approve. After reviewing those fund requests, they can route them to other employees in your company for approval.

For example, your channel manager for this company may be authorized to approve requests up to $10,000. If a partner submits a request for $5,000 and the channel manager approves it, then the approval process is finished. The request does not need any further approval.

However, if a partner submits a request for $50,000, it is still reviewed by the channel manager initially. The channel manager can either deny or route it to his or her manager for approval. Managers continue to have the option of denying the request or routing it to their managers, until it reaches a manager who is authorized to approve the amount.

To route the request to the next employee in the approval process, select that employee's name in the Processed By field of the fund request record. The employee in this field is the only employee who can change the value of the record.

When you select an employee's name in the Processed By field, Siebel PRM automatically routes the fund request record to that employee, and it appears in that employee's My Funds Request view.

To authorize your employees to approve fund requests

Navigate to the User Administration screen.
From the Show drop-down list, choose Employees.
Select the record of the employee you want to authorize to approve fund requests.
In the More Info view, click the More/Less button to display the extended version of the form, and enter the approval amount for that employee in the Fund Approval Limit field.

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