Siebel Partner Relationship Management Administration Guide > Using Market Development Funds > The Advanced MDF Option >
Reviewing a Preapproval
After a preapproval has been submitted, the channel account manager reviews it. He or she can change amounts, reject line items, and approve as appropriate. To review a preapproval
- Navigate to the MDF Pre-Approvals > All Pre-Approvals view.
- Drill down on the preapproval you want to review.
- 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 preapproval form, the value in the Status field should be Submitted and can then be changed to one of the following:
- Accepted
- Rejected
- Pending
- Returned
- On Hold
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