Siebel High Tech and Industrial Manufacturing Guide > Market Development Funds Management >
Adding a Credit to a Program Account
Credits must be created manually for each program account. Credits make funds available to resellers. NOTE: Co-op program credits are incentive-based while MDF program credits are discretionary.
To create a credit
- Navigate to the MDF Program Accounts screen > Program Accounts view.
- Drill down on the program account record for the partner to whom you want to provide a credit.
- Click the Checkbook (RW) view tab and add a new record.
- Complete the necessary fields. Some fields are described in the following table.
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Type |
Indicates the nature of the credit. Values available are: Accrual, Adjustment, and Re-instatement. |
Sub Type |
Further indicates the nature of the credit. Values available are: Earned or Discretionary. |
Market |
Market segments relevant to this partner. |
Amount |
Amount of the credit. |
Period Posted |
Period during which this credit is posted. |
Expiration Date |
Date this credit is no longer available for the partner's use. |
Repeat for each partner or program account for which you want to provide a credit.
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