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Siebel Partner Relationship Management Administration Guide > Using Market Development Funds > Process of Working with a Market Development Fund > Reviewing a Fund RequestThis task is a step in Process of Working with a Market Development Fund. After a fund request has been submitted, it must be routed in sequence to the employees who must review it. If the initial reviewer is authorized to approve the full amount in the request, only this approval is needed. However, if the request is larger than the initial reviewer can approve, the reviewer can either reject it or route it to another employee in the brand owner company for further review. If that employee is not authorized to review the entire amount, that employee can either reject it or route it to another reviewer. To route the request for further review and approval, an approver selects Pending Approval in the Status field of the fund request and then selects that person's name in the Processed By field of the fund request. The fund request appears in the My Fund Requests view for that person. Only the reviewer whose name is in the Processed By field can modify the Fund Request record. Rather than routing the request for further approval, approvers can also use the picklist in the Status field of the request to choose from among the following options:
When the status of a fund request is new, rejected, or need more information, all fields are editable. When you change the status to another status, all fields become read-only, except for the Status, Comment, and Processed By fields. After you change the status to approved, processed, fulfilled, or submitted for fulfillment, all fields become read-only, except for the Due Date, Amount Approved, and Actual Amount fields. The possible values for the status of a fund request are shown in Table 13. Before you approve a fund request, you must look at the fund's checkbook to see the balance in that fund. Make sure the request is not larger than the remaining balance in the fund. NOTE: The balance in the checkbook is debited only after the Actual Amount field for a fund request is filled out. If you have approved a request and entered the approved amount, it is not necessarily reflected in the checkbook. It is visible only after you enter the actual amount.
Use the following procedure to review a fund request.
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