Siebel Partner Relationship Management Administration Guide > Using Market Development Funds > Managing 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.

NOTE:  One preapproval can have several claims associated with it, but a claim can be associated only with one preapproval.

To create a claim

1. In the Siebel PRM Portal, navigate to the MDF Claims screen.
2. Add a new record and complete the necessary fields. Some fields are described in the following table.

   Field	Comment
   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. NOTE:  The participation rate value comes from the MDF program.

3. 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.

   Field	Comment
   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.

4. 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.

   Field	Comment
   Amount Claimed	Indicates how money much is being requested for this line item.
   Name	Enter a name for this line item.
5. In the claim form, in the Status field, select Submitted to submit the claim.
6. Save your changes.