Oracle CRM On Demand for Partner Relationship Management Configuration Guide > Managing Partner Relationships >

Example Process of Managing MDF Claims

This topic provides one example of a process for managing MDF claims. Your company may follow a different process according to its business requirements.

To manage fund requests, channel managers and partner users perform the following tasks:

1. Submitting MDF Claims (Partner Users)
2. Approving or Rejecting MDF Claims (Channel Managers)

Submitting MDF Claims (Partner Users)

This task is a step in Example Process of Managing MDF Claims.

Complete the steps in the following procedure to submit an MDF request claim.

To submit an MDF request claim

1. Navigate to the MDF Request page, and click the Edit link for the MDF request for which you want to submit a claim.
2. Enter a value in the Total Claim Amount Requested field to indicate the amount of money you are requesting.
3. Set the value in the Claim Status field to Claim Submitted.
4. Save the record.

Approving or Rejecting MDF Claims (Channel Managers)

This task is a step in Example Process of Managing MDF Claims.

Complete the steps in the following procedure to approve or reject an MDF request claim.

To approve or reject an MDF request claim

1. Navigate to the MDF request list named, MDF Requests Pending My Approval.
2. Review the submitted claim with the claim status of Claim Submitted.
3. Determine what amount, if any, to approve for the MDF request, and edit the MDF request as follows:
   • If the MDF request is approved, then do the following:
   1. Enter the approved amount in the Total Claim Amount Approved field.
   2. Enter the date of the decision in the Claim Decision Date field.
   3. Set the Claim Status field to Claim Approved.
4. Save the record.

   After the MDF request claim is approved, the fund management process continues. For more information, see Oracle CRM On Demand Online Help.