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.

   • If the MDF request is not approved, then set the Claim Status field to Claim Denied.

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.