Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Working with the MDF Requests Homepage

The MDF Request Homepage is the starting point for managing market development funds (MDF) requests.

NOTE: Your company administrator can customize the layout of your MDF Request Homepage. In addition, if your user role includes the Personalize Homepages privilege, you can add sections to the page and remove sections from the page.

Creating an MDF Request

You can create an MDF request by clicking the New button in the Recently Modified MDF Request section. For more information, see Creating Records and MDF Fields.

Working with MDF Request Lists

The MDF Request Lists section shows a number of lists. Oracle CRM On Demand has a set of standard lists. All standard lists are public and visible to everyone. You and your managers can create additional lists, which are based on different criteria. These custom lists appear above the standard set of lists.

The following table describes the standard lists for MDF Requests.

MDF Request List

Description

All MDF Requests

This list displays all records to which you have visibility, regardless of who owns the list. It does not filter MDF requests.

Recently Created MDF Requests

Filters all MDF requests, sorted by the created date.

Recently Modified MDF Requests

Filters all MDF requests, sorted by the modified date.

My MDF Requests

Filters MDF requests with your name in the Owner field.

My Recently Created MDF Requests

Filters MDF requests with your name in the Owner field, sorted by the created date.

My Recently Modified MDF Requests

Filters MDF requests with your name in the Owner field, sorted by the modified date.

All Pending MDF Requests

All MDF Requests with the approval status of Pending Approval or the claim status of Claim Submitted.

My Pending MDF Requests

MDF requests that you own with the approval status of Pending Approval or the claim status of Claim Submitted.

My Approved MDF Requests

All approved MDF requests that you own.

To view a list, click the list name.

To create a new list, click New. For more information about creating lists, see Creating and Refining Lists.

To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only. So, you cannot edit or delete them.

Viewing My Recently Modified MDF Requests Section

The My Recently Modified MDF Requests section shows the MDF requests that you own and that were recently modified. To expand the list, click the Show Full List link.

Viewing My Pending MDF Requests Section

The My Pending MDF Requests section shows all of the MDF requests that you own with the approval status of Pending Approval or the claim status of Claim Submitted. To expand this list, click Show Full List.

Adding Sections to Your MDF Request Homepage

If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your MDF Requests Homepage:

  • MDF Request Lists
  • All Pending MDF Requests
  • Recently Created MDF Requests
  • Recently Modified MDF Requests
  • My Pending MDF Requests
  • My Approved MDF Requests
  • My Recently Created MDF Requests
  • My Recently Modified MDF Requests
  • MDF Requests Pending My Approval

To add sections to your MDF Requests Homepage

  1. On the MDF Requests Homepage, click Edit Layout.
  2. On the MDF Requests Homepage Layout page, click the arrows to add or remove sections, and to organize the sections on the page. Then click Save.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.