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

1. Navigate to the MDF Claims screen.
2. In the Claims list, locate and drill down on the claim you want to review.
3. In the Status field of the claim, select Coop In Progress from the drop-down list.
4. Click the Line Items view tab and review each of the claim's line items.
5. 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.

6. For each line item, in the Status field, do the following:
   1. If you approve the amount claimed in the line item, select Approved.
   2. If you do not approve the amount claimed in the line item, select Denied.
   3. If you want changes made to the line item before approving, select Returned.
7. In the Status field of the claim, change the value from Coop In Progress to one of the following:
   1. 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.

   2. If you do not approve the claim, select COOP Denied.

      The claim cannot be edited any further.

   3. 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.