Siebel High Tech and Industrial Manufacturing Guide > Market Development Funds Management >
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
- Navigate to the MDF Pre-Approvals screen > All Pre-Approvals view.
- Locate and select the pre-approval you want to review.
- In the Status field, do one of the following:
- If this is for a program of Type Co-op, select COOP In Progress.
- If this is for a program of Type MDF, select Field In Progress.
- Drill down on the pre-approval and click the Line Items view tab to review each line item.
- 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 pre-approval form, if the status is currently set to COOP In Progress, select one of the following, otherwise move to Step 7:
- If you approve the pre-approval, select COOP Accepted.
- If you do not approve the pre-approval, select COOP Denied.
- If you approve the pre-approval but have made some changes to it, select COOP Accepted with Changes.
- If you want to return the pre-approval to the reseller to make changes before you approve or reject it, select COOP Returned.
- In the pre-approval form, if the status is currently set to Field In Progress, select one of the following:
- 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.
- If you do not approve the pre-approval, select Field Denied. No more changes can be made to the pre-approval.
- If you want the reseller to make changes to the pre-approval before you approve or reject it, select Field Returned.
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