Creating an MDF Program and Program Account

The program manager creates an MDF program and adds partners to it. A program account is then created automatically so the partner can take advantage of the MDF.

To create an MDF program and a program account

1. Navigate to the MDF Program screen, then the Programs view.

2. Create a new record and complete the necessary fields in the record and the More Info form. Some fields are described in the following table.

   Field	Description
   Aging Period (Month)	Number of days until new credits expire.
   Start Date	Date preapprovals can start to be created against the program.
   End Date	Date after which partners can no longer create preapprovals against the program. After this date, partners can still claim fund accruals in their Program Accounts (until the claim receipt deadline).
   Amount	Total dollar amount committed to the program. Required if MDF is selected from the Type field.
   Type	MDF or Co-op program.
   Market	Market segment.
   Program GL Code	General ledger account under which the program is created.
   Participation Rate %	Indicates the percentage of activities organized under this program that the brand owner is willing to fund. This value transfers down to the preapprovals and claim line items.
   Available Balance	Total Balance = [Total Credit] - [Total Debit] These values are rolled up from the credit and debit records through the snapshot, to the program account, and then to the program.
   Credit	Rolled up from program account.
   Debit	Rolled up from program account.

   Note: Click the Rollup Snapshot button to refresh the sum of all the credits and debits for all MDF Program Accounts associated with the selected MDF program.

3. Navigate to the Program Participant view, and add a record.

4. In the Pick Account dialog box, select the partners you want to include in this program and click OK.

5. In the Program Accounts subview, click Generate.

   Program accounts are created automatically for each partner.