Overview
Market Development Funds (MDF) enable vendors to co-fund partner marketing campaigns, events, and demand-generation activities to drive mutual pipeline growth. Once a partner executes an approved MDF plan, they submit an MDF claim with proof of performance and expense receipts to request reimbursement from the allocated fund pool.
The View MDF Claims screen within the Incentivize zone provides program managers and finance administrators with full visibility over all submitted claims across active programs. From this centralized dashboard, administrators can filter claims by approval status, trace claims directly back to their originating marketing plans, and validate claim amounts before moving accruals into the payment disbursement queue.
Key Features
- Claim Status Tracking
- MDF Plan Linkage
- Custom List Views
- Reimbursement Amount Monitoring
- Claim Search & Filtering
Navigating to MDF Claims
Click Incentivize → MDF → MDF Claims.
Exploring the Claims Roster and Custom Views
This screen provides a centralized list of Market Development Funds (MDF) reimbursement claims within the Incentivize module. Administrators use this view to monitor partner submissions against approved marketing plans, tracking key details such as requested claim amounts and current review statuses. It serves as an essential oversight point in the co-marketing reimbursement lifecycle before approved funds are routed for disbursement.
Frequently asked questions
- What is the purpose of the View MDF Claims interface?
It acts as a central repository for tracking and reviewing partner reimbursement requests submitted against approved Market Development Funds plans.
- How do administrators navigate to the MDF claims list?
Navigate by selecting Incentivize, clicking MDF, and then choosing MDF Claims.
- What key details can administrators monitor on this screen?
Administrators can track claim submission statuses, verify requested reimbursement amounts, and trace claims back to their originating marketing plans.
- What role do MDF claims play in co-marketing programs?
MDF claims allow partners to submit proof of performance and expense receipts to request reimbursement after executing an approved marketing plan.