Siebel High Tech and Industrial Manufacturing Guide > Market Development Funds Management >

Creating an MDF Program and Program Account

The program manager creates an MDF program and adds partners to it. A program account is then created automatically to allow the partner can take advantage of the MDF.

To create an MDF program and a program account

1. Navigate to the MDF Programs screen > Programs view.
2. Create a new record and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Aging Period (Month)	Number of days until new credits expire.
   Start Date	Date pre-approvals can start to be created against the program.
   End Date	Date after which partners can no longer create pre-approvals against the program. NOTE:  After this date, partners can still claim fund accruals in their Program Accounts (until the claim receipt deadline).
   Amount	Total dollar amount committed to the program. Required if MDF is selected from the Type field.
   Type	MDF or Co-op program.
   Market	Market segment.
   Program GL Code	General ledger account under which the program is created.
   Participation Rate %	Indicates the percentage of activities organized under this program that the brand owner is willing to fund. This value transfers down to the pre-approvals and claim line items.
   Available Balance	Total Balance = [Total Credit] - [Total Debit] These values are rolled up from the credit and debit records through the snapshot, to the program account, and then to the program.
   Credit	Rolled up from program account.
   Debit	Rolled up from program account.

3. Drill down on the new record, click the Program Participants view tab, and then click Add.
4. In the Pick Account dialog box, select the partners you want to include in this program.
5. Click OK.
6. In the Program Accounts subview, click Generate.

   Program accounts are created automatically for each partner.