Reviewing a Preapproval

After a preapproval has been submitted, the channel account manager reviews it. He or she can change amounts, reject line items, and approve as appropriate.

To review a preapproval

1. Navigate to the MDF Pre-Approval screen, then the All Pre-Approvals view.

2. Drill down on the preapproval you want to review.

3. Navigate to the Line Items view to review each line item.

4. In the Status field of each line item, select one of the following:

   1. If you approve the line item, select Accepted As Is.

   2. If you approve the line item but have made changes to it, select Accepted With Changes.

   3. If you do not approve the line item, select Denied.

   4. If you want the partner to make changes, select Returned.

5. In the preapproval form, the value in the Status field must be Submitted and can then be changed to one of the following:

   • Accepted

   • Rejected

   • Pending

   • Returned

   • On Hold