Siebel Partner Relationship Management Administration Guide > Using Market Development Funds > Creating a Market Development Fund >

Adding Partner Companies as Fund Participants

The second step in creating a new MDF is to add the partner companies who are fund participants to the fund. Partners must be added to the Fund Participation list because only fund participants (and employees at the brand owner company acting on their behalf) are authorized to spend against a fund.

Sometimes, partners contribute to MDFs for joint marketing activities with the brand owner. In these cases, the partner is usually the only participant in the fund.

Similarly, because accruals are used as incentive programs for partners, you generally have only one partner per accrual fund. If you added multiple partners, one partner would accrue funds and the other partners could spend the funds accrued by the first partner.

To add a partner company to an MDF

  1. Navigate to the Fund Design screen.
  2. In the Fund Administration list, select the fund to which you want to add the partner company.
  3. Click the Fund Participation view tab.

    4. The Fund Participation view appears.

  4. In the Fund Participation list, click the menu button, then click New Record to add a new record to this list.
  5. Enter information in the new record's fields about the partner company's participation.

    6. Field
    Comment
    Partner
    In the Pick Channel Partner dialog box, choose the participating partner company.
    Target Amount
    Enter the target amount for this partner to receive from all its fund requests to this fund.
    Period
    Optionally, use the Pick Period dialog box to choose a predefined period, such as 2001 or Jan. 2001. When you do this, the Start Date and End Date fields are filled automatically.
    Start
    Enter the date when this partner can begin applying for money from this fund. The default value is the start date of the fund.
    End
    Enter the last date when this partner can apply for money from this fund. The default value is the end date of the fund.
    Description
    Optionally, enter a description (up to 150 characters) of this partner company's participation in this fund for your own use.


 Siebel Partner Relationship Management Administration Guide 
 Published: 18 April 2003