Submitting a Pre-Approval Request for MDF Funding

If you’re planning marketing activities that your supplier will reimburse, they may request that you get a pre-authorization before going ahead. You can do this via the Pre-approval process.

1. Navigate to your Marketing Transactions page.

2. Click New Pre-approval.

    

3. Complete the fields in the Create Pre-approval Request form. Your supplier decides what should be included in the form.

4. Click Save.

   The new Pre-approval request is listed in the Marketing Transactions page, in draft state (or equivalent).

    

   It needs to be submitted to the supplier for review.

5. Click on the Pre-approval to open it for edit.

6. Check the information included in the Pre-approval.

   Note

   Your supplier might have specified that you must include an attachment (such as a quote) to a Pre-approval request before you can submit it. If so, the Attachments area shows a red asterisk. You’ll see a message if you try to submit the request before you’ve uploaded an attachment.

    

7. Click Submit for Review when you’re happy that all information is included in the request.
8. You’re asked to confirm that you want to submit the request. Click Submit to continue.

The request is sent to your supplier for review.