Creating an MDF Claim

After partners pay for marketing activities, they can request reimbursement from the supplier using the Claim process.

In some instances, the supplier will make the claim for the partner. They can do this in Unifyr One Admin.

To create a claim on behalf of a partner:

1. Navigate to Partner Management > MDF > Transactions.

2. Click Create Transaction.

   

3. In Create Transaction, choose Claim as the Transaction Type.

4. Provide the following information:

   Parameter	Type	Description
   Partner	Dropdown List	Select the partner making this claim.
   Name	Text	Provide a user-friendly and descriptive name to distinguish this claim from others.
   Amount	Number	Specify the value of this claim. 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 claim. This will help administrators understand the reason the funds were requested.
   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 claim underway now, open it from the Transactions list then click Submit for Partner to submit on the behalf of the partner. Enter a note in the Claim Response popup then click Apply.

   

   The claim is ready to be 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.