Siebel High Tech and Industrial Manufacturing Guide > Market Development Funds Management > Process of Setting Up MDF Programs >

Creating MDF Snapshot Periods

Program account snapshots give an overview of all transactions for a given program account by period. They contain the amount of available and used funds in an MDF during each period. To use snapshots successfully, periods must first be set up in the Administration - Data screen > Periods view. For more information about creating periods, see the chapter which discusses ongoing applications administration tasks in Siebel Applications Administration Guide.

Prior to creating MDF programs, you should create at least six snapshot periods of type HTIM MDF Snapshot to cover the current month and the five following months.

This task is a step in Process of Setting Up MDF Programs.

To create snapshot periods

1. Navigate to the Administration - Data screen > Periods view.
2. In the Period Definition list, create a new record.
3. Enter a name for the period in the Period field.
4. From the Type drop-down list, select HTIM MDF Snapshot Month.
5. Complete any other the necessary fields. For more information about these fields, see Siebel Applications Administration Guide.

   Repeat Step 2 to Step 5 for each subsequent period until you have created at least six HTIM MDF Snapshot Month periods. Each period you create should begin at the end of the preceding period.

NOTE:  You can edit snapshots in the Monthly Snapshot (Admin) view in the MDF Program Accounts screen.