Siebel Partner Relationship Management Administration Guide > Using Market Development Funds > Process of Working with a Market Development Fund >
Initiating a Fund Request
This task is a step in Process of Working with a Market Development Fund. A fund request can be submitted either by a partner who enters it using the Siebel PRM Portal, or by an employee at your company who enters it using the Siebel PRM Manager. For example, it might be submitted by an employee in your company's marketing department who plans a marketing campaign involving MDFs. Siebel Business Process Designer can be set up so that, when the request is initiated, the first employee who must approve it receives an email notifying that employee that the fund request has been submitted for approval. For more information about Siebel Business Process Designer, see Siebel Business Process Framework: Workflow Guide. To initiate a fund request
- Navigate to the Fund Requests screen.
- In the My Fund Requests list, add a new record.
- Enter information in the new record's fields shown in Table 12.
Table 12. New Record Fields
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|
Name |
Enter a name for the request (up to 50 characters) for your own use. |
Partner |
In the Pick Channel Partner dialog box, choose the partner to which the request applies. |
Fund |
In the Pick Fund dialog box, choose the fund from which the money comes. |
Tracking # |
This field contains a unique number generated automatically, which you can use to track the request. |
Campaign |
Optionally, use the Pick Campaign dialog box to choose your company's marketing campaign for which this fund is being used. |
Region |
Optionally, choose a region (for example, Africa or North America) where the funding is spent. |
Vertical |
Optionally, choose an industry (for example, Automotive or Insurance) on which this funding is spent. |
Category |
Optionally, choose a category (for example, Advertising or Customer Event) on which this funding is spent. |
Processed By |
This field displays the name of the manager who is currently reviewing this request. When you enter a new request, the value in the field defaults to the Partner Manager for this partner organization, who is normally the first manager to review the request. To transmit the request to the next manager in the approval process, use the Pick Position dialog box to choose that manager's name. Only the employee whose name appears in this field can change the record (for example, to change the status to Approved or to Need More Information, or to route the record to the next person for approval). |
Due |
Enter the date when the funds are needed. |
Status |
In a new request, the status is New. During the approval process, the status of the fund request changes. |
Owned By |
This field holds the name of the person who initiated the fund request. |
Amount Requested |
Enter the amount of the request. |
Amount Approved |
During the approval process, approvers enter the approved amount in this field. They can approve the requested funding or a smaller amount. This field cannot be edited in a new request. |
Actual Amount |
This field displays the actual amount that has been debited to this fund request. This field cannot be edited in a new request. |
Approval Log |
Keeps track of the modifications to the fund request. Every time a user changes the status of the request or changes the amount approved, another record is added to the approval log. |
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