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.