MDF, or Marketing Development Funds, are funds that you make available to partners to support promotional efforts on your behalf. For more information, see About MDF.
Note
The MDF feature needs to be enabled on your system. Submit a request to your Unifyr One team if you want to use it.
If MDF is enabled on your system, partners and suppliers can submit pre-approvals or claims (transactions) and progress them through a communication / update / approval process. For more information, see Manage Transactions.
Unifyr One provides a set of statuses that a transaction can be at; you have the option to give the statuses names that suit your individual business processes. The names you choose will be visible when suppliers and partners are updating their transactions in Unifyr One Admin or the partner portal, respectively.
These statuses are provided as a default (for more information about each one, see MDF Transaction Status Descriptions:
- Approved
- Cancelled
- Denied
- Draft
- In Review
- Pending Approval
- Pending Proof
- Submitted
To rename an MDF transaction status:
- Navigate to > Settings > Forms & Fields > MDF.
- Click the MDF Statuses tab in the left sidebar.
- Find the status you want to update, and click on it to open it for edit.
-
Add the name you want in the Display Name field.
- Click Save.
The status is shown with its new name in the list.
The new name shows for the transaction when it reaches that status:
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