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Partner Rewards System Update – May 9, 2018

Clarification of Proposal Plan and Single Form Prior Approval Form:
It was initially communicated that effective May 7, 2018, the proposal plan format will be eliminated and one standard Prior Approval (PA) form will be used for all programs and funds.  However, final system configurations were made prior to the launch, and after initial communications, to mitigate impacts to PA and claims in flight. This means that:

    • For Q1 FY19 Funds (Feb. 3 – May 4, 2018), a Proposal Plan will still be required to submit and create a PA until Fund Expiration
    • For Q2 FY19 (May 5 – Aug 3, 2018) Funds, and going forward, the Single Form PA will be allowed and the Proposal Plan will no longer be required.

Joint Business Planning (JBP):
Earlier in the week it was determined that a defect in PA approval logic related to JBP requirements is preventing some partners from being able to submit PAs. For partners with a JBP that is Active and Approved,  the issue has been resolved and PAs can now be submitted to begin the approval process.


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