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

Reviewing a Preapproval

After a preapproval has been submitted, the channel account manager reviews it. He or she can change amounts, reject line items, and approve as appropriate.

To review a preapproval

1. Navigate to the MDF Pre-Approvals screen > All Pre-Approvals view.
2. Locate and select the preapproval you want to review.
3. Drill down on the preapproval and click the Line Items view tab to review each line item.
4. In the Status field of each line item, select one of the following:
   1. If you approve the line item, select Accepted As Is.
   2. If you approve the line item but have made changes to it, select Accepted With Changes.
   3. If you do not approve the line item, select Denied.
   4. If you want the partner to make changes, select Returned.
5. In the preapproval form, the value in the Status field should be Submitted and can then be changed to one of the following:
   • Accepted
   • Rejected
   • Pending
   • Returned
   • On Hold