The following table describes field information for fund requests. Your administrator can add, rename or delete fields, so the fields you see might differ from those in this table.
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Field
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Description
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Key Fund Request Information
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Request ID*
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The identifier for the fund request. Oracle CRM On Demand generates the Request ID. (Required field.)
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Fund Request Name
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The name of the Fund Request. Limit of 50 characters. (Required field.)
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Type
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Indicates the fund type. This is a customisable field, which your company administrator can alter. (Required field.)
Two types of funds are provided:
- MDFs (market development funds). These funds are used by the company's sales or marketing department to help a partner, reseller, or distributor to sell and market your products.
- SPFs (special pricing authorisation). These funds are used by a company to support special pricing requests. These special pricing requests are fund requests that a partner submits to obtain a special price on a product or group of products. This price is usually requested so the partner can stay competitive or make a specific margin.
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Fund
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The name of the linked Fund. (Required field.)
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Status
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The current status of the Fund Request. Required field. (Required field.)
The following are the default options: Claim Approved, Claim Denied, Claim Submitted, In Progress, Pre-Approval Denied, Pre-Approval Submitted, or Pre-Approved.
Fund participants can change the status to: In Progress, Pre-Approval Submitted or Claim Submitted.
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Due Date
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The date by which you must have the fund request approved. (Required field.)
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Opportunity
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The opportunity to which the fund is related.
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Opportunity Account
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The account to which the related opportunity belongs.
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Campaign
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Use to link a campaign with a fund.
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Marketing Purpose
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Default options are Partner Incentive, Joint Marketing, Competitive Positioning, New Product Launch or Customer Retention.
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Region
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Default options are Africa, Asia/Pacific, Europe, Latin America, Middle East, None, North America, Northern Europe, Other, South America, Southern Europe or Worldwide.
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Category
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Default options are Advertising, Branding, Customer Event, Direct Mailing, Displays, Executive Event, Joint Advertising, Other, Promotion, Samples, Seminar, Spiff, Trade Show or Training.
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Partner Program
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The partner program for which the fund request is being made.
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Fund Request Detail Information
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Pre-Approval Req.
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The amount of funds that you need to execute your tasks.
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Granted
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Used by the Fund Manager, this field contains the amount granted to the participant, based on the amount requested in the Pre-Approval Req. field.
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Claim Req.
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After the task is completed, the participant claims the amount spent to complete the task using this field.
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Approved
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Used by the Fund Manager, this field contains the amount approved based on the amount claimed.
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Request Date
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Defaults to today's date.
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Pre-Approval Date
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Used by the Fund Manager, this field contains the date on which the Fund Manager approved the fund request amount.
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Claim Decision Date
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Used by the Fund Manager, this field contains the date on which the Fund Manager approved the fund claim amount.
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Begin Date
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The beginning of the period for which the brand owner has approved the fund request.
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End Date
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The end of the period for which the brand owner has approved the fund request. After this date, the fund request is no longer valid.
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Fund Request Currency
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The currency in which the fund was requested.
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Additional Information
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Owner
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Generally, the owner can update the record, transfer the record to another owner or delete the record. However, access levels can be adjusted to restrict or expand a user's access.
This value affects the records that are included in reports that you or your managers run (from Reports and Dashboard pages).
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Modified
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Name of the person who creates or updates the record, followed by the date and time when the record is created or updated. System-generated.
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Owner Account
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This is the partner account for which the owner works. So, if the owner is a partner, then the owner account is populated with the name of the partner account to which the partner belongs.
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Channel Manager
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The channel manager is responsible for maintaining the relationship between the partners and the brand owner company. Channel managers serve as the primary contact for the partner.
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Description
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This field has as a limit of 250 characters.
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