Viewing Fund Requests for a Partner Company

You can review a partner’s performance periodically or view how many other fund requests from a partner are open before approving the current request. The Partner Fund view lets you look at a single list of the partner’s fund requests, regardless of which MDF is involved.

To view a partner’s fund requests

1. Navigate to the Partners screen, then the Partner List view.

2. Select the appropriate partner list and drill down on the name of the partner whose requests you want to display.

3. Navigate to the MDF Requests view.

   The MDF Requests list appears with that partner’s fund requests from any MDF.

Viewing the Status of a Fund Request

You can use the Siebel PRM Manager check the status of a fund request after it has been submitted, and your partners can use the Siebel PRM Portal to view this information. For example, a partner who submitted a fund request can make sure that the approval process has started at the brand owner company. Employees who need to start work when the funding is available want to see if it is approved.

A fund request can have the status values shown in the following image.

To view the status of a fund request

1. Navigate to the Fund Requests screen.

2. Select the appropriate fund requests list and drill down on the name of the request whose status you want to check.

   The status appears in the Status field of the record.