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

1. Navigate to the MDF Program Accounts screen > Program Accounts view.
2. Drill down on the program account record for the partner to whom you want to provide a credit.
3. Click the Checkbook (RW) view tab and add a new record.
4. Complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   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.