Siebel High Tech and Industrial Manufacturing Guide > Market Development Funds Management >

Creating a Pre-Approval

Using the Partner Portal, the reseller creates a pre-approval so that they can request funds offered by the MDF.

The reseller creates a pre-approval 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 pre-approval

1. In the Partner Portal, navigate to the MDF Pre-Approvals screen > My Pre-Approvals view.
2. Add a new record and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Pre-Approval #	Automatically generated number for the pre-approval.
   Pre-Approval Name	Description of the pre-approval.
   Status	Approval status of the pre-approval.
   Program Name	Name of the program to which the program account associated with this pre-approval belongs.
   Program Account	Program account against which the pre-approval was created.
   Assigned To	Name of person responsible for reviewing and approving this pre-approval.
   Partner	Name of the partner account that is submitting the pre-approval request.
   Submitted By	Name of person who submitted this pre-approval.
   Total Amount Proposed	Sum total of the values in each Amount Proposed field in the line items.
   Total Participation Amount	Value is equal to the participation rate multiplied by the amount proposed as part of the pre-approval request. NOTE:  The participation rate value comes from the MDF program.
   Total Amount Approved	Calculated field. The amount is rolled up from the pre-approval line items.

3. Drill down on the pre-approval record and click the Line Items view tab.
4. Add a new record for each component of this pre-approval and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Name	Enter a description for this line item, for example, billboard or print ad.
   Status	Status for the line item. Value varies depending on where the pre-approval is in the current review process.
   Amount Proposed	Enter the amount of money you are requesting for this line item.
   Reason	Reason why the pre-approval request was rejected.
   Category	Indicates the kind of item this is. Values include, Advertisement, Seminar, Conference, Trade Show, and Collateral.
   Market	Market segments relevant to this partner.
   Vendor Name	Name of 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	Value comes from the program account.
   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.

5. Click the Activity or Activity Plans view tab to associate activities with this pre-approval.
6. In the Status field of the pre-approval form, select Submitted to submit the pre-approval.
7. Save your changes.