Managing Approval Requests and Claims
Once you have created programs and activities, your partners will start submitting approval requests and claims for their activities. This section describes how to process these.
To Manage Approval Requests
As an account manager for one or more accounts, you will need to review approval requests made by your partners. For each program activity, one or more approval requests can be submitted by partner program managers (partner users assigned the Marketing Executive function).
- Navigate to the activity.
- Click View Preapprovals & Claims.
The claims list page displays all approval requests made against this activity. Claims that require approval have the Pending Approval status.
- Click the Preapproval Id to the approval request that you want to consider.
- You can:
- Approve the request by allocating funds: click Allocate Funds.
- Deny this request: click Deny.
If you deny the request, then the approval request becomes read-only and cannot be further acted on.
If you click Allocate Funds, then the Approve Funds page is displayed.
- You can choose to allocate funds from any of the partner's funds. The amount that you allocate is deducted from the available balance of the fund.
- Click Approve Funds.
The Approval Request page is re-displayed with updated information.
Managing Claims
As an account manager for one or more accounts, you will need to review and approve claims made by your accounts. You can view all claims or you can navigate to the claims made against a specific activity.
To Manage a Claim
- Click Partner Program Preapprovals & Claims in the Channel Management panel on the Comergent eBusiness System home page.
The Claim List page is displayed. Claims that require approval have the Pending Approval status.
- Click the Claim Id link to the claim that you want to consider.
- You can:
- Approve the claim by allocating funds: click Allocate Funds.
- Deny this claim: click Deny.
If you deny the claim, then the claim becomes read-only and cannot be further acted on.
If you click Allocate Funds, then the MDF Approve Funds page is displayed.
- You can choose to allocate funds from any of the partner's funds. The amount that you allocate is deducted from the available balance of the fund.
- Click Approve Funds.
The Claim Detail page is re-displayed with updated information.
To Manage Claims for an Activity
- Navigate to the activity.
- Click View Claims.
The claims list page displays all approval requests and claims made against this activity. Claims that require approval have the Pending Approval status.
- Click the Claim Id link to the claim that you want to consider.
- You can:
- Approve the claim by allocating funds: click Allocate Funds.
- Deny this claim: click Deny.
If you deny the claim, then the claim becomes read-only and cannot be further acted on.
If you click Allocate Funds, then the MDF Approve Funds page is displayed.
- You can choose to allocate funds from any of the partner's funds. The amount that you allocate is deducted from the available balance of the fund.
- Click Approve Funds.
The Claim Detail page is re-displayed with updated information.
