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Siebel Partner Relationship Management Administration Guide > Using Market Development Funds >
Reviewing a Fund Request
After a fund request has been submitted, it must be routed in sequence to the employees who must review it. If the initial reviewer is authorized to approve the full amount in the request, only this approval is needed. However, if the request is larger than the initial reviewer can approve, the reviewer can either reject it or route it to another employee in the brand owner company for further review. If that employee is not authorized to review the entire amount, that employee can either reject it or route it to another reviewer.
To route the request for further review and approval, an approver selects Pending Approval in the Status field of the fund request and then selects that person's name in the Processed By field of the fund request. The Fund Request appears in the My Fund Requests view for that person. Only the reviewer whose name is in the Processed By field can modify the fund request record.
Rather than routing the request for further approval, approvers can also use the picklist in the Status field of the request to choose:
- Need More Information. The approver needs more information to make the decision.
- Rejected. The approver rejects the fund request, and the request fails.
- Approved. The approver gives final approval to the fund request. This option is only available to an employee who is authorized to approve the full amount of the request.
When the status of a fund request is new, rejected or need more information, all fields are editable.
When you change the status to another status, all fields become read only, except for the Status, Comment and Processed By fields.
After you change the status to approved, processed, fulfilled, or submitted for fulfillment, all fields become read only, except for the Due Date, Amount Approved, and Actual Amount fields.
The possible values for the status of a fund request are shown in Table 6.
Before you approve a fund request, you should look at the fund's checkbook to see the balance in that fund. Make sure the request is not larger than the remaining balance in the fund.
NOTE: The balance in the checkbook is debited only after the Actual Amount field for a fund request is filled out. If you have approved a request and entered the approved amount, it will not necessarily be reflected in the checkbook. It will be visible only after you enter the actual amount.
To view the balance in an MDF
- Navigate to the Fund Design screen.
- In the Fund Administration list, select the fund whose balance you want to view.
- For an accrual or mixed fund, click the Accrual Fund Checkbook view tab.
The Accrual Fund Checkbook view appears.
- Click the Calculate Total button to update the total.
The accrual balance in the fund appears in the Fund Balance field.
- For a fixed or mixed fund, click the Fixed Fund Checkbook view tab.
The Fixed Fund Checkbook view appears.
- Click Calculate Total to update the total.
The fixed balance in the fund appears in the Balance field.
To review a fund request
- Navigate to the Fund Requests screen.
- To reject the request, give final approval to the request, or ask for more information, in the Status field picklist of the request you are reviewing, choose a value.
The picklist will give you the option of approving the request only if its amount is less than the amount in the Fund Approval Limit field of your Employee record.
- To route the request to another employee for further review and approval:
- Change the status to Pending Approval.
- Click the select button to the right of the Processed By field to display the Pick Position dialog box.
- Select that employee's record, and click OK.
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Siebel Partner Relationship Management Administration Guide Published: 18 April 2003 |