Siebel Partner Relationship Management Administration Guide > Using Market Development Funds > Creating and Using MDFs >

Viewing Fund Requests for a Partner Company


You can review a partner's performance periodically or view how many other fund requests from a partner are open before approving the current request. The Partner Fund view lets you look at a single list of the partner's fund requests, regardless of which MDF is involved.

To view a partner's fund requests

  1. Navigate to the Partners screen.
  2. In the Partners list, select the partner whose requests you want to display.
  3. Click the MDF Requests view tab.

    The MDF Requests list appears with that partner's fund requests from any MDF.

Viewing the Status of a Fund Request

You can use the Siebel PRM Manager to check the status of a fund request after it has been submitted, and your partners can use the Siebel PRM Portal to view this information. For example, a partner who submitted a fund request can make sure that the approval process has started at the brand owner company. Employees who need to start work when the funding is available will want to see if it is approved.

A fund request can have the status values shown in Table 8.

To view the status of a fund request

  1. Navigate to the Fund Requests screen.
  2. In the Fund Requests list, select the request whose status you want to check.

    The status appears in the Status field of the form at the bottom of the screen.

Siebel Partner Relationship Management Administration Guide