Requesting a Marketing Development Fund (MDF)

  1. Starting from the sidebar navigation, click > Planner > Calendar or > Budget and navigate to the row of the activity whose market development fund you want to request.

  2. Double click on the activity.

    3. The detailed view will open.

  3. Go to the MDF tab.

  4. Click Add.

    5. The Request MDFdialog box opens.

  5. Edit the properties. For more information on the properties, refer to chapter Marketing Development Fund (MDF).

  6. Click Save.

You have requested the marketing development fund. The request is displayed on the MDF tab in the detailed view with the status Pending. The approver is notified of the request by e-mail. As the user who made the request, you also receive a summary via e-mail.