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Adding a Child Fund to a Parent Fund

The Funds module supports an infinite funds hierarchy. For example, a parent fund can have child funds, which in turn can have child funds. This capability allows marketing administrators to break up into smaller funds those fund records that have been transferred from an external database through Siebel Enterprise Integration Manager (EIM).

This task is a step in Process of Managing Trade Funds.

To add a child fund to a parent fund

1. Navigate to the Administration - Data screen > Funds view.
2. In the Funds list, select the required parent fund record.
3. Click the Child Funds view tab.
4. In the Child Funds list, create a new record, and complete the necessary fields.

To add a grandchild fund to a fund

1. Navigate to the Administration - Data screen > Funds view.
2. In the Funds list, select the required parent fund record.
3. Click the Child Funds view tab.
4. Select a child record.
5. In the Child Funds list, drill down on the Fund field hyperlink.

   In the Funds list, the child fund record appears.

6. In the Child Funds list, create a new record (the grandchild fund) and complete the necessary fields.