Siebel Partner Relationship Management Administration Guide > Using Market Development Funds > Managing the Advanced MDF Option >

Setting Up a Program Account's First Snapshot

Before you can add credits to a program account, you must set up snapshot periods for the program account.

To set up the first snapshot

1. Navigate to the MDF Program Accounts screen.
2. Locate and drill down on the program account for which you want to set up snapshots.
3. Click the Monthly Snapshot (Admin) view tab and add a new record.
4. Click the Period select button.
5. In the Pick Period dialog box, query for Period Type of HTIM MDF Snapshot Month.
6. Select the period with the Start Date that is less than or equal to today's date, and the End Date less than or equal to today's date, and then click OK.