Use the Fund Edit page to add a fund or update details for an existing fund. The Fund Edit page shows the complete set of fields for a fund record.
The following table provides additional information regarding some fields.
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Field
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Description
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Key Fund Information
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Fund ID
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The fund identifier. System-generated. (Required field.)
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Fund Name
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The name of the fund. Limit of 50 characters. (Required field.)
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Start Date End Date
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Time period for which the fund is valid.
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Status
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Default options are Active, Closed, In Progress or Suspended.
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Type
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Indicates the fund type. The options for the fund type are:
- MDF (Market Development Funds). MDF are monetary funds given by a manufacturer's sales or marketing department to help a partner, reseller, or distributor to sell its products, or to market the manufacturer's brand.
- SPA (Special Pricing Authorisation). SPA allows partners to request a special price for a product or group of products that is being sold.
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Partner
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Accounts must have the Partner field checked for them to appear in this selection list.
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Allow Negative Balance
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Selecting this check box enables the fund to carry a negative balance. For example, if the fund's balance is $500, then a fund request of $600 can be approved. If this check box is not selected, Oracle CRM On Demand displays a message indicating that negative balances are not allowed if the fund approver tries to approve the same $600 fund request. (Required field.)
This check box is selected by default.
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Target Amount
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The total sterling amount targeted for the fund. (Required field.)
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Total Credits
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Read-only field. The sum of all the fund credits that are created in the Fund Credits section.
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Total Debits
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Read-only field. This is the sum of all the fund debits that are created in the Fund Debits section. Once a Fund Claim is approved, a debit record is automatically created in the Fund Debit section.
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Balance
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Read-only field. Value is: (Total Credits - Total Debits).
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Total Pre-Approved
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Read-only field. The sum of all the Fund Requests approved for a given Fund. Once the Fund Manager approves a Fund Request, the value is reflected in this field.
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Balance after Pre-Approvals
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Read-only field. Value is: (Total Credits - Total Pre-Approved).
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Fund Currency
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The currency of the fund, for example, U.S. dollars or euro. Use the Currency selector icon to choose the currency of the fund.
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Additional Information
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Owner
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The owner of the fund record.
Generally, the owner of a record can update the record, transfer the record to another owner, or delete the record. However, your company administrator can adjust the access levels to restrict or expand a user's access.
The value in the Owner field affects which records are included in reports that you or your managers run in the Analytics pages.
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Description
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Limit of 250 characters.
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