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

Initiating a Fund Request

A fund request can be submitted either by a partner who enters it using the Siebel PRM Portal, or by an employee at your company who enters it using the Siebel PRM Manager. For example, it may be submitted by an employee in your company's marketing department who plans a marketing campaign involving MDFs.

Siebel Business Process Designer can be set up so that, when the request is initiated, the first employee who must approve it receives an email notifying that employee that the fund request has been submitted for approval.

For more information about Siebel Business Process Designer, see Siebel Business Process Designer Administration Guide.

To initiate a fund request

1. Navigate to the Fund Requests screen.
2. In the Fund Requests list, click the menu button, and then click New Record to add a new record to this list.
3. Enter information in the new record's fields shown in Table 7.

   Table 7. New Record Fields

   Field	Comment
   Name	Enter a name for the request (up to 50 characters) for your own use.
   Partner	In the Pick Channel Partner dialog box, choose the partner to which the request applies.
   Fund	In the Pick Fund dialog box, choose the fund from which the money comes.
   Tracking #	This field contains a unique number generated automatically, which you can use to track the request.
   Campaign	Optionally, use the Pick Campaign dialog box to choose your company's marketing campaign for which this fund is being used.
   Region	Optionally, choose a region (for example, Africa or North America) where the funding will be spent.
   Vertical	Optionally, choose an industry (for example, Automotive or Insurance) on which this funding will be spent.
   Category	Optionally, choose a category (for example, Advertising or Customer Event) on which this funding will be spent.
   Processed By	This field displays the name of the manager who is currently reviewing this request. When you enter a new request, the value in the field defaults to the Partner Manager for this partner organization, who is normally the first manager to review the request. To transmit the request to the next manager in the approval process, use the Pick Position dialog box to choose that manager's name. Only the employee whose name appears in this field can change the record (for example, to change the status to Approved or to Need More Information, or to route the record to the next person for approval).
   Due	Enter the date when the funds are needed.
   Status	In a new request, the status is New. During the approval process, the status of the fund request changes.
   Owned By	This field holds the name of the person who initiated the fund request.
   Amount Requested	Enter the amount of the request.
   Amount Approved	During the approval process, approvers will enter the approved amount in this field. They may approve the requested funding or a smaller amount. This field cannot be edited in a new request.
   Actual Amount	This field displays the actual amount that has been debited to this fund request. This field cannot be edited in a new request.
   Approval Log	Keeps track of the modifications to the fund request. Every time a user changes the status of the request or changes the amount approved, another record is added to the approval log.