Siebel Partner Relationship Management Administration Guide > Using Market Development Funds > The Advanced MDF Option >

Adding a Credit to a Program Account

Credits make funds available to resellers. You must create credits manually for each program account. In addition, batch imports of MDF credits can be performed using Siebel Enterprise Integration Manager. For information on batch imports, see Siebel Enterprise Integration Manager Administration Guide.

There are three types of credits:

• Accrual. Allows partners to accrue credit in their accounts.
• Adjustment. Allows program managers to apply an adjustment to an existing MDF accrual credit.
• Reinstatement. Allows program managers to extend MDF credit that was forfeited.

NOTE:  Co-op program credits are incentive-based while MDF program credits are discretionary.

To create an Accrual credit

1. Navigate to the MDF Program Account > Program Account view.
2. Drill down on the program account record for the partner to whom you want to provide a credit.
3. Click the Checkbook (RW) view tab and add a new record.
4. Complete the necessary fields. Some fields are described in the following table.

   Field	Comment
   Type	Indicates the nature of the credit.
   Sub Type	Further indicates the nature of the credit. This field is optional and does not affect how the MDF credit is processed.
   Market	Indicates which market segment this credit is for.
   Amount	Amount of the credit.
   Period Posted	Period during which this credit is posted. Note that the MDF credit is set to the current period regardless of what information is entered in the Period Posted field.
   Expiration Date	Date on which this credit is no longer available for the partner's use.

   Repeat for each partner or program account for which you want to provide a credit.

To create an Adjustment credit

1. Navigate to the MDF Program Account > Program Account view.
2. Drill down on the program account record for the partner to whom you want to make an adjustment.
3. Click the Checkbook (RW) view tab, and add a new record.
4. Complete the necessary fields. Some fields are described in the following table.

   Field	Comment
   Type	Indicates the nature of the credit.
   Sub Type	Further indicates the nature of the credit. The available values are Correction or Reallocation. This field is optional and does not affect how the MDF credit is processed.
   Market	Indicates which market segment this credit is for.
   Amount	Amount of the adjustment. Both negative and positive amounts are accepted.
   Period Posted	Period during which this credit is posted. If the adjustment is a correction to an MDF credit, set the Period Posted date to the same date as the Period Posted date of the original MDF credit. If the adjustment is a reallocation, set the Period Posted date according to your business needs.
   Expiration Date	Date on which this credit is no longer available for the partner's use. If the adjustment is a correction to an MDF credit, set the Expiration Date to the same date as the Expiration Date of the original MDF credit. If the adjustment is a reallocation, set the Expiration Date according to your business needs.

   Repeat this procedure for each partner or program account for which you want to make an adjustment.

To create a Reinstatement credit

1. Navigate to the MDF Program Account > Program Account view.
2. Drill down on the program account record for the partner to whom you want to reinstate credit.
3. Click the Checkbook (RW) view tab, and add a new record.
4. Complete the necessary fields. Some fields are described in the following table.

   Field	Comment
   Type	Indicates the nature of the credit.
   Sub Type	Further indicates the nature of the credit. This field is optional and does not affect how the MDF credit is processed.
   Market	Indicates which market segment this credit is for.
   Amount	Amount of the reinstatement credit.
   Period Posted	Period during which this credit is posted.
   Expiration Date	Date on which this credit is no longer available for the partner's use.

   Repeat this procedure for each partner or program account for which you want to make a reinstatement.

Overview of How Credits Affect the Monthly Snapshot

Adding a credit to a program account results in real-time changes to the current Monthly Snapshot. Some fields are described in the following table.

NOTE:  In the case of adjustments, the values are either increased or decreased.