Configure MDF Audit Reporting

The audit of MDF objects, such as MDF Budgets, MDF Requests, and MDF Claims requires some configuration for channel sales. You must determine who can configure MDF audit and who can run and view the MDF audit report.

For example, you can select CRM application administrators to manage the MDF audit policies, and sales administrators or channel operations managers to build, run, and export the audit report for MDF.

The tasks to configure access to the audit setup UI are:

• Create the Duty Role to Manage Audit History

• Create the Policy to Manage Audit History

• Map Job Roles to Manage Audit History

The tasks to configure access to the audit reporting UI are:

• Create the Duty Role to View Audit History

• Create the Policy to View Audit History

• Map Job Roles to View Audit History

For more information and detailed steps to perform these tasks, see the Understanding Audit Policies chapter of the Implementing Sales guide.

Select the MDF Objects to be Audited

Users with the job roles configured in the previous tasks can follow these steps to select which MDF attributes are audited.

1. Sign in with the determined job role credentials, such as CRM Application Administrator if that job role was granted access.

2. From the Navigator, select Setup and Maintenance.

3. In the Setup field, select Sales.

4. From the list of functional areas for Sales, select Sales Foundation.

5. In the Show field, select All Tasks.

6. Search for and select the Manage Audit Policies task.

7. Click Configure Business Object Attributes.

8. From the Product list, select Marketing.

9. You should see the following objects under MDF Audit:

   1. MDF Budget

      1. MDF Budget Countries

      2. MDF Budget Team

   2. MDF Request

      1. MDF Request Team

   3. MDF Claim

      1. MDF Claim Team

      2. MDF Claim Settlement

10. In the Audit column, you can click Audit Top Node to activate auditing for all objects in the marketing hierarchy, including all MDF objects.

11. You can click MDF Audit to activate auditing for all objects in the MDF hierarchy.

12. You can select the check box for each individual object to activate auditing for that object.

    In the Attributes region, you can see a list of all attributes for the MDF object you selected.

13. Under Audited Attributes, click the Create icon to show the Select and Add Audit Attributes dialog, where you can add attributes to or remove attributes from the list.

14. Repeat the previous step for each object you want to add or remove audit attributes.

15. Click Save or Save and Close to save your work.