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Adding Attachments, Activities, and Activity Plans to MDF Requests

This task is a step in Process of Working with a Market Development Fund.

While you are working with a fund request, you might find it useful to add attachments, activities, or activity plans to the request.

Adding Attachments to Fund Requests

You can attach supporting documents to fund requests. For example, if you write a report that describes in detail how the partner plans to use the funding, you can attach it to the Fund Request record. Or, if the request is to fund a booth at a trade show, you can attach a brochure from the trade show using any convenient file format, such as Adobe Acrobat. Employees who review and approve the request can view these attached documents. Attach files to MDF Request records in the Fund Request Attachments view.

The partner to which an MDF request applies can view attachments to the request and can also add attachments to the request for the brand owner company to view.

To enter fund request attachments

1. Navigate to the Fund Requests screen.
2. Select the appropriate fund requests list and drill down on the name of the request to which you want to add the Attachment.
3. Click the Fund Request Attachments view tab.
4. In the Fund Request Attachments list, add a new record.
5. In the Attachment Name field, click the Multiple Select button.
6. In the Add Attachment dialog box, click Browse, navigate to the file you want to attach to the record, and click Open.
7. Click Add.

Adding Activities to Fund Requests

You can record a variety of activities that you perform as part of a Fund request, such as a meeting you must schedule with a partner to discuss the fund request. You can do this by attaching activities to the fund request.

To add an activity for a fund request

1. Navigate to the Fund Requests screen.
2. Select the appropriate fund requests list and drill down on the name of the request to which you want to add the activity.
3. Click the Fund Request Activities view tab.
4. In the Fund Request Activities list, add a new record.
5. Fill in the fields with the details of the new activity.

Adding Activity Plans to Fund Requests

If you have a regular series of activities that you perform when you submit a type of fund request, such as a request for funding for a trade show, you can save time by using an activity plan. Activity plan templates define lists of activities that are often performed in sequence. If your company's Siebel Business Applications administrator has created appropriate templates, you can use a template to attach an activity plan to a fund request.

For information about creating activity plans, see the chapter on creating activity templates in Siebel Applications Administration Guide.

To enter an MDF request activity plan

1. Navigate to the Fund Requests screen.
2. Select the appropriate fund requests list and drill down on the name of the request to which you want to add the activity plan.
3. Click the Fund Request Activity Plans view tab.
4. In the Fund Request Activity Plans list, add a new record.
5. Use the Template field picklist to choose an existing template.

   The activities from that template are listed in the Activities list.