Siebel Partner Relationship Management Administration Guide > Using Market Development Funds > The Advanced MDF Option >
Creating a Claim
After the partner has completed the activity for which it submitted the preapproval, the partner can create a claim and submit it to obtain the funds. One preapproval can have several claims associated with it, but a claim can be associated only with one preapproval. To create a claim
- In the Siebel PRM Portal, navigate to the MDF Claims screen.
- Add a new record and complete the necessary fields. Some fields are described in the following table.
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Status |
Status of the claim. Values vary depending on where the claim is in the review process. |
Pre-Approval # |
Indicates the preapproval against which this claim is being made. All claims originate from a preapproval. |
Claim Name |
Name of the claim. |
Program Name |
Name of the program from which this claim originates. |
Has Enough Funds |
If this check box is selected, it indicates that the internal available balance field is greater than or equal to the total amount approved field. |
Total Amount Claimed |
Total sum of money requested by the reseller. |
Total Amount Approved |
Total sum of approved line items. |
Total Participation Amount |
This value is equal to the participation rate multiplied by the amount proposed. The participation rate value comes from the MDF program. |
- Save the claim, drill down on it, and enter more information in the More Info form as needed. Some fields are described in the following table.
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Claim Category |
Choose from a variety of types of events to describe what this claim is for. |
Pre-Approval Category |
Type of preapproval event. This value comes from the preapproval record. |
Promotion Name |
Provide the name used to promote your event. |
- Click the Line Items view tab, add a new record for each completed activity or task outlined in the preapproval, and complete the necessary fields.
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Amount Claimed |
Indicates how money much is being requested for this line item. |
Name |
Enter a name for this line item. |
- In the claim form, in the Status field, select Submitted to submit the claim.
- Save your changes.
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