Siebel Partner Relationship Management Administration Guide > Using Market Development Funds > Managing the Advanced MDF Option >
Reviewing a Claim
After the reseller submits a claim, the brand owner reviews it and decides whether it should be approved. To review a claim
- Navigate to the MDF Claims screen.
- In the Claims list, locate and drill down on the claim you want to review.
- Click the Line Items view tab and review each of the claim's line items.
- 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.
- 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.
- 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.
- 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.
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