Siebel Partner Relationship Management Administration Guide > Using Market Development Funds > The Advanced MDF Option >

Process of Setting Up MDF Programs

To set up MDF programs, perform the following tasks:

1. Creating MDF Snapshot Periods
2. Making Partners Eligible for MDF Participation
3. Enabling the HTIM MDF Period Ending Process Workflow
4. Setting Up MDF Approval Authority Limits

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 that discusses ongoing applications administration tasks in Siebel Applications Administration Guide.

Before creating MDF programs, you must 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, then the 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 list, select HTIM MDF Snapshot Month.
5. Complete any other 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 must 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.

Making Partners Eligible for MDF Participation

Prior to creating an MDF program, you must make sure that each partner you want to include in an MDF program is eligible for funds.

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

To make partners eligible for MDF programs

1. Navigate to the Administration - Partner screen, then the Registered Partners view.
2. Drill down on the record of the partner you want to include in a MDF program and then click the More Info tab.
3. Locate the Fund Eligible field.
   • If the Fund Eligible field is checked, this partner is already eligible for funds and can participate in an MDF program and no action is required.
   • If the Fund Eligible field is not checked, select the check box. The partner is now eligible to participate in an MDF program.

Enabling the HTIM MDF Period Ending Process Workflow

The HTIM MDF Period Ending Process workflow must be run as a server task (workflow manager task). It can be either a manual task or a repeated task running at the end of the period.

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

For more information about the HTIM MDF Period Ending Process workflow, see HTIM MDF Period Ending Process Workflow For information about how to activate workflows in Siebel Tools, see Siebel Business Process Framework: Workflow Guide.

Setting Up MDF Approval Authority Limits

You need to set up an approval authority limit in the Administration - User screen for each employee responsible for approving MDF programs.

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

To set up approval authority limits

1. Navigate to the Administration - User screen, then the Employees view.
2. Drill down on the employee for whom you want to set up approval authority limits.
3. Click the More Info view tab.
4. In the Approval Authority section, in the Fund Approval Limit field, enter an approval amount.