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Siebel Partner Relationship Management Administration Guide > Using Market Development Funds > The Advanced MDF Option > Process of Setting Up MDF ProgramsTo set up MDF programs, perform the following tasks:
Creating MDF Snapshot PeriodsProgram 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.
Making Partners Eligible for MDF ParticipationPrior 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
Enabling the HTIM MDF Period Ending Process WorkflowThe 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 LimitsYou 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. |
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