Siebel High Tech and Industrial Manufacturing Guide > Market Development Funds Management >
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.
- In the Status field of the claim, select Coop In Progress from the drop-down list.
- 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.
- For each line item, in the Status field, do the following:
- If you approve the amount claimed in the line item, select Approved.
- If you do not approve the amount claimed in the line item, select Denied.
- If you want changes made to the line item before approving, select Returned.
- In the Status field of the claim, change the value from Coop In Progress to one of the following:
- If you approve the claim, select COOP Accepted.
After the Status is changed to Coop 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 Approved and the appropriate debits are created.
- If you do not approve the claim, select COOP Denied.
The claim cannot be edited any further.
- If you want changes to be made to the claim before approving, select COOP Returned.
The reseller can change the status to Pending and continue to work on the claim.
|