Table 3. Fund Administration Fields
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|
Name |
Enter a name for the fund (up to 50 characters) for your own use. |
Type |
Choose Fixed, Accrual, or Mixed to indicate how funding is allocated, as described in Creating a Market Development Fund. |
Fund ID |
A unique identifier. Generated automatically. |
Active |
Indicates whether the fund is currently active, that is, whether partners can make fund requests against this fund. Generated automatically based on the start date and end date. |
Locked |
Lets you lock the fund record so no one can update it. |
Period |
Optionally, use the Pick Period dialog box to choose a predefined period from a picklist defined by the Siebel administrator, such as 2001 or Jan. 2001. If you do this, the Start Date and End Date fields are filled automatically. |
Start |
The date when a partner can begin applying for money from this fund. |
End |
The last date when a partner can apply for money from this fund. |
Target Amount |
The amount of money targeted to be accrued to a fund. For a fixed fund, the amount of money agreed to in a fund. |
Description |
A text description of the fund for your own use. Enter up to 150 characters. |
Total Credits |
The total of all deposits into the fund. Read-only field calculated by the system. |
Total Debits |
The total of all the approved withdrawals from the fund (actual amounts granted to partners). Read-only field calculated by the system. |
Fund Balance |
The balance in the fund, calculated as Total Credits minus Total Debits. Read-only field calculated by the system. |
Fixed Credits |
Credits from fixed deposits into the fund. |
Accrual Credits |
Credits from accruals to the fund. |