Oracle CRM On Demand for Partner Relationship Management Configuration Guide > Managing Partner Relationships >

Managing MDF Requests (Partner Users)

This topic provides one example of a procedure for managing MDF requests. Your company may follow a different process according to its business requirements.

Complete the steps in the following procedure to manage a MDF request.

To manage an MDF request

1. Navigate to the MDF Request page, and create an MDF request.
2. Specify the details for the MDF request, as follows:
   1. Enter the request name, and complete the other required fields.
   2. Select the MDF fund to which the request is related.
   3. Enter the start and end dates and time for the marketing activity.
   4. Enter the requested amount in the Pre-Approval Req field.
   5. Provide additional details and the return on investment (ROI) justification for the event.
   6. If you want to assign ownership of the MDF request to another user, then choose the appropriate partner user in the Owner field.
3. Save the record.
4. When you are ready to submit the request, change the value of the Submission Status field to Submitted, and save the record.