Siebel Partner Relationship Management Administration Guide > Using Market Development Funds > The Advanced MDF Option >

Reviewing a Claim

After the reseller submits a claim, the channel manager reviews it and decides whether it is approved.

To review a claim

1. Navigate to the MDF Claim screen.
2. In the Claims list, drill down on the claim you want to review.
3. Click the Line Items view tab and review each of the claim's line items.
4. For each line item, enter values in the Amount Approved and Final Amount Approved fields.

   NOTE:  Amount Approved could be different from Final Amount Approved if the final approver has to make changes. Final Amount Approved is the field used for back-office processing.

5. In the Status field of each line item, select one of the following:
   • If you approve the line item, select Accepted As Is.
   • If you approve the line item but have made changes to it, select Accepted With Changes.
   • If you do not approve the line item, select Denied.
   • If you want the partner to make changes, select Returned.
6. In the claim form, change the value from In Progress to one of the following:
   • If you approve the claim, select Accepted.

     After you change the Status field to Accepted, the claim is processed. If there are sufficient funds and the employee has a sufficient approval limit, then the claim status is automatically set to Final Approval and the appropriate debits are created.

     NOTE:  The status of an accepted claim is not sent to Final Approval if the claim amount is higher than the approval limit of the channel manager. In this situation, the Reserved field in the current Monthly Snapshot is increased by the claim amount. The Reserved field is decreased by the claim amount when the claim is approved or rejected by a manager with the appropriate approval limit.

   • If you do not approve the claim, select Denied.

     The claim cannot be edited any further.

   • If you want to make changes to the claim before approving, select Returned.

     The reseller can change the status to Pending and continue to work on the claim.