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Reviewing a Pre-Approval

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

To review a pre-approval

1. Navigate to the MDF Pre-Approvals screen > All Pre-Approvals view.
2. Locate and select the pre-approval you want to review.
3. In the Status field, do one of the following:
   1. If this is for a program of Type Co-op, select COOP In Progress.
   2. If this is for a program of Type MDF, select Field In Progress.
4. Drill down on the pre-approval and click the Line Items view tab to review each line item.
5. 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.
6. In the pre-approval form, if the status is currently set to COOP In Progress, select one of the following, otherwise move to Step 7:
   1. If you approve the pre-approval, select COOP Accepted.
   2. If you do not approve the pre-approval, select COOP Denied.
   3. If you approve the pre-approval but have made some changes to it, select COOP Accepted with Changes.
   4. If you want to return the pre-approval to the reseller to make changes before you approve or reject it, select COOP Returned.
7. In the pre-approval form, if the status is currently set to Field In Progress, select one of the following:
   1. If you approve the pre-approval without changes, select Field Accepted. The field can then be changed to Field Next Accepted and/or to Field Final Accepted.
   2. If you do not approve the pre-approval, select Field Denied. No more changes can be made to the pre-approval.
   3. If you want the reseller to make changes to the pre-approval before you approve or reject it, select Field Returned.