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Siebel Partner Relationship Management Administration Guide > Using Market Development Funds > The Advanced MDF Option >
About MDF Debits
Debits are read-only and created automatically only after a claim line item is approved. There are two types of MDF debits:
- Paid. This type of debit is created after an MDF claim is approved by the channel manager and the status is set to Final Approval by the Siebel Business Application.
- Forfeiture. Any unused credit for the current period is forfeited when the HTIM MDF Period Ending Process workflow is executed at the end of the current period. In this situation, a Forfeiture debit is created with the value of the unused credit.
Debit creation results in real-time changes to the Monthly Snapshot. The following table describes the changes that occur when a Paid debit is created.
Table 15. Changes in the Monthly Snapshot Resulting from a Paid Debit
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Paid |
The value is increased by the debit amount. |
Ending Balance |
The value is decreased by the debit amount. |
Available Balance |
The value is decreased by the debit amount. |
30 |
If the available credit in this field is more than the MDF debit, the value is decreased by the debit amount. If the balance is or less than the MDF debit amount, the balance remains 0 or is decreased to 0. |
60 |
If the available credit in this field is more than the remaining debit amount after debiting available credit from the 30 field, this field is decreased by the remaining MDF debit. If the available credit is less than the remaining debit amount, the balance remains or is decreased to 0. |
90 |
If the available credit in this field is more than the remaining debit amount after debiting available credit from the 30 and 60 fields, this field is decreased by the remaining MDF debit. If the available credit is less than the remaining debit amount, the balance remains or is decreased to 0. |
90+ |
If the entire MDF debit was not used against available credit balance in the 30, 60 or 90 fields, this field is decreased by the remaining debit amount. |
The following table describes the changes that occur in the Monthly Snapshot when a Forfeiture is created.
Table 16. Changes in the Monthly Snapshot Resulting from a Forfeiture
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Forfeited |
The value is increased by the debit amount. |
30 |
The value is decreased to 0. |
Ending Balance |
The value is decreased by the debit amount. |
Available Balance |
The value is decreased by the debit amount. |
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