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.
This procedure allows you to define approval levels as a function of the amount requested.
Before You Begin
Log into PRM Admin with fundTask Level 3 rights.
How to Edit Approval Levels
- Navigate to
- Select Edit or Delete to change any of these options.
- Fund Approval Level: This determines the sort order for the approval. If you set a number that is assigned to another Approval Level, the new Approval Level will take that place and push other Approval Levels up. The levels are numeric beginning with 1.
- Lower Approval Threshold: This is the lowest amount that can be approved. For example: For level 1 approval, the lower threshold could be $0. Anything above $0 could be approved by level 1, for level 2 it could be $5001.
- Upper Approval Threshold: This is the highest amount that can be approved. For example, for level 1 approval, the upper threshold could be $5000. Anything up to $5000 can be approved by level 1. For level 2 it could be $10000.
- Country: This is the country that the values apply to. You can have different lower and upper thresholds per country.
- Approval Level: This determines the sort order for the approval. If you set a number that is assigned to another Approval Level, the new Approval Level will take that place and push other Approval Levels up. The levels are numeric beginning with 1.
- Approval Level Phrase: This is the phraseTextID for the descriptive label of the Approval Level.
- Click Save.
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