Siebel Partner Relationship Management Administration Guide > Using Market Development Funds > The Advanced MDF Option >
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 so the partner can take advantage of the MDF. To create an MDF program and a program account
- Navigate to the MDF Program > Programs view.
- Create a new record and complete the necessary fields. Some fields are described in the following table.
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Aging Period (Month) |
Number of days until new credits expire. |
Start Date |
Date preapprovals can start to be created against the program. |
End Date |
Date after which partners can no longer create preapprovals against the program. NOTE: After this date, partners can still claim fund accruals in their Program Accounts (until the claim receipt deadline).
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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 preapprovals 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. |
NOTE: Click the Rollup Snapshot button to refresh the sum of all the credits and debits for all MDF Program Accounts associated with the selected MDF program.
- Drill down on the new record, click the Program Participant view tab, and then click Add.
- In the Pick Account dialog box, select the partners you want to include in this program and click OK.
- In the Program Accounts subview, click Generate.
Program accounts are created automatically for each partner.
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