Progressing MDF Pre-Approvals and Claims

When you’ve submitted an MDF pre-approval request or a claim to your supplier, they review and take certain actions, depending on the information they need. They may carry out any of these:

• Request more information
• Pre-approve or approve the transaction
• Deny (reject) the transaction

Any time they take out an action, your nominated users receive a notification that something has changed, and the transaction is updated in your portal. For more information about notifications, see About Notifications.

You can take steps to respond to the supplier’s requests or actions. The actions available to you depend on the current status of the transaction.

1. Navigate to your Marketing Transactions page.
2. Find the transaction you want to update, and click on it to open its detail view.

3. Click the button for the desired action - what is available depends on the current status of the transaction:

   • Submit for Review - your supplier has requested more information, and you’re providing it
   • Submit for Approval - your supplier has pre-approved the transaction and you need to request final signoff, perhaps with proof of expected expenditure

    

   You might only need to add a comment - click Add a comment. For more information, see Adding Comments to an MDF Pre-approval or Claim.

   You can also cancel a transaction if it’s not been finalized (approved/denied) by your supplier. Click Cancel.

   If there no actions available, the transaction is waiting for your supplier to update it.

4. You’re asked to confirm that you want to proceed with the action. Click Confirm to go ahead.