Marketing Development Fund (MDF)

Through marketing development funds, you allocate the allowances for financing your marketing activities in your planning. You apply for the marketing development funds for a set invoice and assign them to a correspondingly authorized user, an approver. MDF amounts can be requested or approved up to a maximum of 99,999,999,999.99 (of the corresponding currency). The released grants are displayed in the budget column MDF.

A request for advertising cost subsidies is always dated on the date the request is submitted. Therefore, the current fiscal year must be created in the Planner. A fiscal year is created if it can be selected in the calendar or in the budget view in the year dropdown list. Please note that the current year does not have to be selected so that you can issue a market development fund request. If necessary, you can also issue a market development fund MDF request in a different year; however, the request will always be dated with the current date.

Property

Description

Invoice

Select the invoice for which you want to request the marketing development fund. As soon as you have selected the invoice, all the information about the invoice is displayed under the dropdown list.

Name

The name of the invoice is entered automatically. You can change the name.

Creative Approval

Activate this checkbox if you are using official advertising material or have obtained an approval. You can confirm this by selecting an attachment from the dropdown list.

Approver

Assign the request to the user who is to process the request. The dropdown list displays only those users that are entered as approvers and that have access permissions to the element.

Save as favorite

If you frequently request a marketing development fund from the selected approver, activate the checkbox. The next time that you make a request, the user is set by default in the Approver field. You can change this default setting and choose a different approver at any time.

Comment

Enter comments if required.

The dashboard helps you manage MDF applications through two dashlets:

The dashlet displays the MDF requests that you have provided. The table shows the following data:

  • Name

  • The path to the element in the calendar view

  • Status

  • Date of the request

  • Invoice Value

  • Approval Date

Click Details to open the Edit MDF dialog box and the detailed view of the element on the MDF tab. You can use the filters above the table to limit the view to requests with a specific status or a specific timeline. Click to open the menu of the dashlet and access other functions, see Dashlet Menu.

Note

You will only see this dashlet if you are registered as an approver. If you have any questions, please contact your system administrator.

The dashlet displays the MDF requests that you have to process. The table lists the following data:

  • Name

  • The path to the element in the calendar view

  • Date of the request

  • Invoice Value

  • Action

Click Details to open the Approve MDF dialog box and the detailed view of the element on the MDF tab.