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Adding Child Funds to Parent Funds

The Funds module supports a multi-level fund hierarchy. For example, a parent fund can have child funds, which in turn can have child funds. This hierarchy allows marketing administrators to divide into smaller funds the fund records that you transfer from an external database using Siebel Enterprise Integration Manager (EIM).

This task is a step in Process of Managing Trade Funds.

To add a child fund to a parent fund

1. Navigate to the Administration - Data screen, then the Funds view.
2. In the Funds list, select a parent fund record.
3. Click the Child Funds view tab.
4. In the Child Funds list, create a new record, and complete the necessary fields.

Use the following procedure to add a grandchild fund to a fund.

To add a grandchild fund to a fund

1. Navigate to the Administration - Data screen, then the Funds view.
2. In the Funds list, select a parent fund record.
3. Click the Child Funds view tab.
4. In the Child Funds list, drill down on the Fund field hyperlink for a child record.

   In the Funds list, the child fund record appears.

5. In the Child Funds list, create a new record (the grandchild fund), and complete the necessary fields.