Submitting a Claim for Reimbursement via MDF

If you’ve paid for marketing activities, you can request reimbursement from your supplier using the Claim process.

1. Navigate to your Marketing Transactions page.

2. Click New Claim.

    

3. Complete the fields in the Create Claim form. Your supplier decides what should be included in the form.

4. Click Save.

   The new Claim 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 claim to open it for edit.

6. Check the information included in the claim.

   Note

   Your supplier might have specified that you must include an attachment (such as a quote) to a claim 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 Approval when you’re happy that all information is included in the request.
8. You’re asked to confirm that you want to submit the claim. Click Submit to continue.

The claim is sent to your supplier for review/approval.