Creating an MDF Pre-approval

A pre-approval is getting supplier signoff for reimbursement before a partner engages in an activity. The supplier approves the Pre-approval for use of MDF. The partner then has the "ok" from the supplier to engage in the activity with the knowledge that expenses will be paid by the supplier via MDF.

In some instances, the supplier will ask for the pre-approval for the partner. They can do this in Unifyr One Admin.

To create a Pre-approval on behalf of a partner:

1. Navigate to Partner Management > MDF > Transactions.

2. Click Create Transaction.

   

3. In Create Transaction, choose Pre-Approval as the Transaction Type.

4. Provide the following information:

   Parameter	Type	Description
   Partner	Drop-down List	Select the partner making this pre-approval.
   Name	Text	Provide a user-friendly and descriptive name to distinguish this claim from others.
   Amount	Number	Specify the value of this pre-approval request. Don't enter currency or pts (for points) - this is implied according to the MDF model that s implemented in your account.
   Notes	Text	Provide any useful information about the pre-approval. This will help administrators understand the reason for the request.
   Custom Fields		[If applicable] Enter in the information for any custom MDF data fields included in this form.

   

5. Click Save.

6. [Optional] If you want to get the pre-approval underway now, open it from the Transactions list then click Submit for Review. Enter a note in the Claim Response popup then click Apply.

   

   The pre-approval is now ready to be updated, approved, or rejected. Additional options to request information, add attachments, or comment are available. For more information, see Progressing an MDF Pre-Approval or Claim.