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

Creating a Claim

After the partner has completed the activity for which he submitted the pre-approval, he can create and submit a claim to obtain the funds.

NOTE:  One pre-approval can have several claims associated with it, but a claim can only be associated with one pre-approval.

To create a claim

1. In the Partner Portal, navigate to the MDF Claims screen.
2. Add a new record and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Status	Status of the claim. Values vary depending on where the claim is in the review process.
   Pre-Approval #	Indicates the pre-approval against which this claim is being made. All claims originate from a pre-approval.
   Claim Name	Name of the claim.
   Program Name	Name of the program from which this claim originates.
   Has Enough Funds	If this check box is selected, it indicates that the internal available balance field is greater than or equal to the total amount approved field.
   Total Amount Claimed	Total sum of money requested by the reseller.
   Total Amount Approved	Total sum of approved line items.
   Total Participation Amount	Value is equal to the participation rate multiplied by the amount proposed. NOTE:  The participation rate value comes from the MDF program.

3. Save the claim, drill down on it, and enter more information in the More Info form as needed. Some fields are described in the following table.

   Field	Comments
   Claim Category	Choose from a variety of types of events to describe what this claim is for.
   Pre-Approval Category	Type of event the pre-approval is for. Value comes from the pre-approval record.
   Promotion Name	Provide the name used to promote your event.

4. Click the Line Items view tab, add a new record for each completed activity or task outlined in the pre-approval, and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Amount Claimed	Indicates how money much is being requested for this line item.
   Market	Market segments relevant to this partner.

5. In the claim form, in the Status field, select Submitted to submit the claim.
6. Save your changes.