Creating a Preapproval

Using the Siebel PRM Portal, the reseller creates a preapproval so that it can request funds offered by the MDF.

The reseller creates a preapproval 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 preapproval

1. In the Siebel PRM Portal, navigate to the MDF Pre-Approvals screen, then the My Pre-Approvals view.

2. Add a new record and complete the necessary fields. Some fields are described in the following table.

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

3. Drill down on the Preapproval record and navigate to the Line Items view.

4. Add a new record for each component of this preapproval and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   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 the 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	This value is inherited from the MDF Program Participation Rate.
   Participation Amount	Calculated field indicating the maximum amount the brand owner contributes. 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.
   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 the 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	This value is inherited from the MDF Program Participation Rate.
   Participation Amount	Calculated field indicating the maximum amount the brand owner contributes. 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. Navigate to the Activity or Activity Plans view to associate activities with this preapproval.

6. In the Status field of the preapproval form, select Submitted to submit the preapproval, and then save your changes.