Create a MDF Fund Account

Overview

Marketing Development Funds (MDF) allow partners to request funds that will be used to support their future marketing activities. The funds are drawn from budgets that your organization has previously authorized. The MDF module allows you to track the amounts available and the amounts spent.

MDF is designed as a hierarchical system that supports different levels of approval.

The Budget that you will associate the Fund Account with, must be created before you can create the Fund Account.

Before You Begin

• Before a Partner can request or be granted MDF support, you must create a fund account that their requests can be managed through.
• Log into PRM Admin.

How to Create a Fund Account

1. Use the search field to access the 3-panel view for the Partner's Organization.
2. Tick the box next to the Organization name in the Organizations table to select it.
3. Select Create Fund Account from the Organization Functions drop-down list.
4. Select the Budget Type and Budget Group that will fund this account.

Related Topics

• About Marketing Development Funds
• Manage Budget Group Types
• Create Budget Groups
• Manage Budgets
• Appoint Fund Approvers
• Manage Approval Levels
• Setup a Campaign
• Allocate Funds to Budget Groups
• Budget Allocation
• Budget Group Allocation