Configure Profile Options and Lookups for MDF

Before you can use Marketing Development Funds (MDF) with channel sales, you must configure some profile options and lookups.

By default, the corporate currency is set to US dollar. If your company uses a different corporate currency, then you must select that currency.

Note:

You must change this profile option at the site level.

To set up your preferred currency, you must configure a profile option for the following:

• User Preferred Currency - determines the currency type you prefer to use.

You must also configure standard lookups for the following MDF objects:

• MDF Budgets

• MDF Budget Team

• MDF Requests

• MDF Request Team

• MDF Claim

• MDF Claim Team

• MDF Claim Settlements

Set the Profile Option Level

Use these steps to set the level at which you're changing your profile options.

1. Sign in with your Sales Administrator credentials.

2. In the Navigator, click Setup and Maintenance.

3. Search for and select the Manage Administrator Profile Values task.

4. Search for the ZCA_COMMON_CORPORATE_CURRENCY profile option code.

5. Set the profile option at the Site level.

Configure Your Preferred Currency

Use these steps to configure the currency profile option for MDF.

1. Sign in with your Sales Administrator credentials.

2. In the Navigator, click Setup and Maintenance.

3. Search for and select the Manage Administrator Profile Values task.

4. On the Manage Administrator Profile Values task page, search for and set the following profile option codes:

   The following table shows the profile option code (FND_CURRENCY) and display name (User Preferred Currency) of the profile option you use to configure your preferred currency.

   Profile Option Code	Display Name
   FND_CURRENCY	User Preferred Currency

5. Save your changes.

Configure Lookups for MDF Objects

Use these steps to configure the standard lookups for MDF objects.

1. Sign in with your Sales Administrator credentials.

2. In the Navigator, click Setup and Maintenance.

3. Search for and select the Manage Standard Lookups APPLICATION MKT task.

4. Configure the following lookups:

   The following table shows the lookups to configure for each MDF business object, including MDF Budgets, MDF Budget Team, MDF Requests, MDF Request Team, MDF Claims, MDF Claim Team, and MDF Claim Settlements.

   MDF Object	Lookups to Configure	Description
   MDF Budgets	ORA_MKT_MDFBUDGET_TYPE ORA_MKT_MDFBUDGET_CAT MKT_MDF_BUDGET_STATUS ORA_MKT_MDF_BUDGET_RECORD_SET	Indicates the type of the MDF Budget. Indicates the usage category for the budget funds. Indicates whether the budget is active for use. Indicates which record sets searched for MDF budgets.
   MDF Budget Team	ORA_MKT_MDFBUDGET_FUNCTION ORA_MKT_MDFBUDGET_ACC	Indicates the business role that the team member plays on the MDF Budget. Indicates the access level of the MDF budget team member.
   MDF Requests	MKT_MDF_FUNDREQ_STATUS ORA_MKT_MDFREQUEST_TYPE ORA_MKT_MDF_RECORD_SET	Indicates the approval status for the MDF request. Indicates the type of MDF request. Indicates the record set used to search for a specific set of MDF requests.
   MDF Request Team	ORA_MKT_MDF_ACCESS_LVL ORA_MKT_MDFREQUEST_FUNC	Indicates the access level of a team member to the MDF Request. Indicates the business role the team member plays on the MDF Request.
   MDF Claim	MKT_MDF_FUNDREQ_STATUS ORA_MKT_MDF_CLAIM_RECORD_SET	Indicates the approval status for the MDF request. Indicates the record set used to search for MDF claims.
   MDF Claim Team	ORA_MKT_MDF_ACCESS_LVL ORA_MKT_MDFREQUEST_FUNC	Indicates the access level of a team member to the MDF Claim. Indicates the business role the team member plays on the MDF Request.
   MDF Claim Settlements	MKT_MDF_CLAIM_STLMNT_TYPE ORA_MKT_MDFCLAIMSETT_TRANS MKT_MDF_CLAIM_STLMNT_STATUS	Indicates how the claim was financially settled. Indicates the type of method used to settle the transaction. Indicates whether the data for a claim settlement is complete.

5. Save your changes.