How do I capture and claim expenses in Partner Relationship Management?

You can capture and claim marketing expenses in Partner Relationship Management using the Marketing Development Funds functionality. Here's how you can go about it:

  • MDF Budgets: Create and manage MDF budgets that you can use to track funds used for channel marketing activities that your partners carry out. You can also create budgets exclusively for a specific partner, and manage fund requests and claims associated with the marketing budget.
  • MDF Requests: You can use this functionality to request funds, which can be allocated from marketing budgets, to implement strategic marketing activities.
  • MDF Claims: You can use this functionality to submit claims seeking reimbursement for the marketing expense incurred. It helps you track the progress of claims from submission to payment. You can approve, reject, return, or withdraw a claim as required. You can also view all the claims submitted by partner users or create and submit claims against any approved request yourself on behalf of a partner.
  • MDF Claim Settlements: You can track the progress of your claim payment and capture your claim payment information.