Creating an MDF Budget

Budget monies are available immediately to partners. An email will be sent to the partners that they have MDF monies available.

1. Navigate to Partner Management > MDF > Budgets.
2. Click Create New.

3. In the Details screen, provide the following information:

   Parameter	Type	Description
   Budget Name	Text	A user-friendly name for this budget.
   Description	Text	A short informative text describing the use and purpose of this budget.
   Amount	Number	The amount of funds allocated to this budget.
   Start Date	Date	Select the date when this budget becomes available.
   End Date	Date	Select the date when this budget is closed. The End Date is optional.

4. In the Criteria screen, select which partners will be able to request funds from this budget. You can specify existing partner groups or select More Rules to define specific rules for this budget. 
   1. Rules: Define the criteria that a Partner must match to be included in or excluded from the group.
   2. [Optional] Click + Add Rule to add a new AND condition.
   3. [Optional] Create a New Rule Group to add OR conditions.
5. Click Save & Continue.
6. In the Approvers screen, select who at the supplier will have the authority to approve requests.
   • You should specify a default approver. Default approvers will be notified when a request is received for which no matching approver can be identified.
   • Defining a rule defines the criteria under which the approvers will respond to the different requests. This is optional.
7. Click Save Rule.
8. Click Save & Continue.
9. In the Review screen, review all the information to ensure it is correct. In this screen you can change the %Allocated for individual partners.
10. Click Save Budget.