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