Marketing Development Fund (MDF)

Use marketing development funds to allocate allowances for financing your marketing activities. You apply for funds for a specific invoice and assign them to an authorized approver. MDF amounts can be requested or approved up to a maximum of 99,999,999,999.99 (in the applicable currency). Released grants appear in the budget column MDF.

Each MDF request is dated with the date of submission. This means that the current fiscal year must exist in the Planner. A fiscal year exists if it appears in the calendar or in the budget view dropdown. You can submit MDF requests for other years, but the request will always carry the current date.

Note

This feature is not used by every customer and thus not enabled by default.

Property

Description

Invoice

Select the invoice for which you want to request MDF. Once selected, the invoice information appears below the dropdown.

Name

The invoice name is filled in automatically. You can modify it if needed.

Creative Approval

Activate this option if you're using approved advertising material. You can confirm this by selecting an attachment from the dropdown list.

Approver

Assign the request to an approver. Only users with the appropriate permissions and access to the activity are listed.

Save as favorite

If you frequently request MDF from this approver, enable this checkbox. This sets the approver as the default for your future requests. You can change this at any time.

Comment

Add comments to provide additional information about your request if needed.

The dashboard includes two dashlets for managing your MDF applications:

This dashlet displays your submitted MDF requests. The table shows:

  • Name

  • Activity path in the calendar view

  • Status

  • Request Date

  • Invoice Value

  • Approval Date

Click Details to open the Edit MDF dialog box and view the activity's details in the MDF tab. Use the filters above the table to refine by status or timeline. Click to open the dashlet menu. See Dashlet Menu for more information.

Note

This dashlet only appears if you're registered as an approver. Contact your system administrator if you have questions.

The table includes:

  • Name

  • Activity path in the calendar view

  • Request Date

  • Invoice Value

  • Action

Click Details to open the Approve MDF dialog box and the MDF tab in the activity's details.