Siebel Partner Relationship Management Administration Guide > Using Market Development Funds > The Advanced MDF Option >
Creating a Preapproval
Using the Siebel PRM Portal, the reseller creates a preapproval so that it can request funds offered by the MDF. The reseller creates a preapproval with several associated line items. Line items allow the partner to identify specific items required for the marketing activity and their estimated cost. To create a preapproval
- In the Siebel PRM Portal, navigate to the MDF Pre-Approvals screen > My Pre-Approvals view.
- Add a new record and complete the necessary fields. Some fields are described in the following table.
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Pre-Approval # |
Automatically generated number for the preapproval. |
Pre-Approval Name |
Description of the preapproval. |
Status |
Approval status of the preapproval. |
Program Name |
Name of the program to which the program account associated with this preapproval belongs. |
Program Account |
Program account against which the preapproval was created. |
Assigned To |
Name of person responsible for reviewing and approving this preapproval. |
Partner |
Name of the partner account that is submitting the preapproval request. |
Submitted By |
Name of person who submitted this preapproval. |
Total Amount Proposed |
Sum total of the values in each Amount Proposed field in the line items. |
Total Participation Amount |
This value is equal to the participation rate multiplied by the amount proposed as part of the preapproval request. NOTE: The participation rate value comes from the MDF program.
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Total Amount Approved |
Calculated field. The amount is rolled up from the preapproval line items. |
- Drill down on the Preapproval record and click the Line Items view tab.
- Add a new record for each component of this preapproval and complete the necessary fields. Some fields are described in the following table.
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Category |
Indicates the kind of item this is. Values include Advertisement, Seminar, Conference, Trade Show, and Collateral. |
Market |
Indicates which market segment this preapproval is for. |
Vendor Name |
Name of the vendor supplying the good or service indicated in the line item. |
Start Date |
Date the specified marketing activity starts. |
End Date |
Date the specified marketing activity ends. |
Participation Rate |
This value is inherited from the MDF Program Participation Rate. |
Participation Amount |
Calculated field indicating the maximum amount the brand owner will contribute. The value comes from the participation rate multiplied by the proposed amount. |
Amount Approved |
Calculated field indicating how much the brand owner approves for a given line item. This defaults to the participation amount multiplied by the approved percentage. |
- Click the Activity or Activity Plans view tab to associate activities with this preapproval.
- In the Status field of the preapproval form, select Submitted to submit the preapproval, and then save your changes.
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