ZINFI UPM GuideMarket Development Funds Management for Partner Portal Administrators

Fund Upload Management

The MDF application allows your organization to upload allocated MDF or co-op funds for channel partners in their local currency, reducing the complexity that can arise from managing programs across a geographically diverse channel. You can also use the application to automate the conversion of local currency based on current exchange rates.

Your organization can define a funding plan and schedule claim submission deadlines. Automation helps prevent partners from submitting inaccurate or late applications. The application allows you to configure automated system alerts to notify partners when you've uploaded program details and submission deadlines.

Accessing the Submitted Partner Plans

1. Click Incentivize on the top menu.
2. Click MDF Plans in the left menu bar.

View MDF Plans

The top part of the page provides the following actions:

• Create View — Lets you create a custom view with a specific set of columns.
• Search — Opens a pop-up window to enter search criteria for finding desired records.
• Clear Search — Clears the current search.
• Saved Searches — Shows a dropdown list of saved searches. When a saved search is selected, two additional options appear:
  • Edit — Updates the selected search name.
  • Delete — Removes the selected search from the dropdown.

For each record in the grid:

• MDF Plan Name — Clicking the name takes you to the MDF plan details page.
• Manager — Clicking the manager name takes you to the user details page.

Create New View

1. Choose an additional field from the dropdown and click Add.
2. Click the Green Dots next to each field to select it for display.
3. Selected columns appear in the preview table. To remove a column, click the × button next to it.
4. Enter a View Name and click Save Filter to save the new view.

View Submitted Plan Details

Click on the name or title of any submitted plan in the list to open the plan details page.

Once on the details page, you will see the following sections and fields:

Plan Information

Field	Description
Plan ID	Unique plan reference number for identification.
Plan Name	Name of the MDF Plan.
Account Manager	The person responsible for managing the fund for this MDF plan.
MDF Fiscal Quarter	The fiscal quarter under which the plan has been made.
Amount	Total plan amount.
OEM Contribution	OEM contribution amount in the plan.
ROI	Expected plan return on investment.
Partner Contribution	Partner contribution amount in the plan.
Currency ISO Code	The currency ISO code used in the plan.
Status	Current plan status (e.g., Pending Approval, Approved, Rejected).
Description	Description of the plan and its objectives.

Activities

The Activities section lists all activities to execute the plan. Click an activity name to view its details (see View MDF Activities below).

Column	Description
Activity Name	User-friendly name of the activity. Click to view details.
Activity Type	The type of activity involved in the operation.
Start Date	Activity start date.
End Date	Activity end date.
Objective	Stated objective of the activity.
Solution Offered	The line of business involved in the activity.
Amount	Amount invested in performing the activity.

Claims

The Claims section lists all claims made against activities performed in accordance with the plan.

Column	Description
Name	User-friendly title for the claim.
Claim ID	Unique claim reference number.
Description	Claim description.
Claim Amount	Amount claimed.
Status	Current status of the claim.

Approval History

The Approval History section shows the full multi-level approval trail for the plan.

Column	Description
Step	Indicates the level of the approval process.
Submitter	The partner user who submitted the plan.
Approver	The profile role involved in approving the plan.
Actual Approver	The OEM user who approved the plan at that level.
Status	Current status of the approval step.
Comments	Comments submitted during the approval or rejection.
Action Taken Date	Date when the approval action was taken.

View MDF Activities

To view a Plan's Activities as submitted by a partner, click on the name or title of the activity in the Activities list.

The Activity details page contains the following sections:

Plan Activity Information

Field	Description
Name	User-friendly name of the activity.
Activity	The activity type involved in the operation.
Start Date	Activity start date.
End Date	Activity end date.
Objective	Activity objective.
Plan ID	Unique plan reference number for identification.

Products

Lists all products on which the current activity is based. Columns: Name (click to view product details) and Product SKU.

Associated Campaigns

Lists all campaigns involved in the activity, showing the Campaign Name. Click Back to return to the View Plan page.

Approving / Rejecting Submitted Partner Plans

Once a partner has submitted a plan, the Approval History related list appears at the bottom of the details page.

1. To approve a plan, click the Approve link. The plan opens in edit mode, allowing you to review and edit field values before confirming. Enter a comment in the Comments section, then click Approve.
2. To reject a plan, click the Reject link. The plan opens in edit mode. Enter a comment in the Comments section explaining the rejection reason, then click Reject.

Accessing the Submitted Partner Claims

1. Click Incentivize on the top menu.
2. Click MDF Claims in the left menu bar.

View MDF Claims

The top part of the page provides the following actions:

• Create View — Creates a custom view with selected columns.
• Search — Opens a pop-up window to search for specific claim records.
• Clear Search — Clears the current search.
• Saved Searches — Shows a dropdown of saved searches, with Edit and Delete options for each.

Clicking on a Claim Name or Plan Name in the grid takes you to the respective details page.

Create View

1. Choose an additional field and click Add.
2. Click the Green Dots to select fields for display.
3. Selected columns appear in the preview table. Click × to remove a column.
4. Enter a View Name and click Save Filter.

View Claim Details

Click on the name or title of any submitted claim to open the claim details page.

Claim Information

Field	Description
Plan Name	User-friendly name of the associated MDF plan.
Claim ID	Unique identification number for the claim.
MDF Claim Name	User-friendly name of the claim.
Status	Current status of the claim.
Plan Amount	Total amount of the associated plan.
Claim Amount	Amount being claimed for reimbursement.
Description	Description of the claim.

Activities

The Activities section lists all activities supporting the claim. Click an activity name to view its details (see View Claim Activity Details below). Columns include Name, Activity, Start Date, and End Date.

Approval History

Column	Description
Step	Indicates the level of the approval process.
Submitter	The partner user who submitted the claim.
Approver	The profile role involved in approving the claim.
Actual Approver	The OEM user who approved the claim at that level.
Status	Current status of the claim approval step.
Comments	Comments submitted during approval or rejection.
Action Taken Date	Date when the relevant action was taken.

View Claim Activity Details

Click on the name or title of an activity in the Claim's Activities list to view its detail page.

Claim Activity Information

Field	Description
Name	User-friendly name of the claim activity.
Claim ID	Unique identification of the parent claim.
Activity	The activity type involved in the claim process.
Objective	Activity objective for the claim.
Start Date	Start date of the claim activity.
End Date	End date of the claim activity.
Amount	Claim amount for this activity.
Tax Amount	Tax deducted against the claim amount.
Currency ISO Code	ISO currency code of the claim amount.

Activity Documents

The Activity Documents section lists all documents submitted as proof of execution. Columns: Name (click to view document details) and Description.

View & Download Claim Activity Documents

Click on the name or title of an Activity Document to open its detail page. The Claim Document(s) section contains:

Field	Description
Name	User-friendly name of the document.
Description	Brief description of the document.
Document	The uploaded proof-of-execution file. Click the document name link to download the file to your desktop.
Claim Activity	Name of the parent claim activity. Click to return to the activity page.

Approving / Rejecting Partner Claims

Once a partner has submitted a claim, the Approval History related list appears at the bottom of the claim details page.

1. To approve a claim, click the Approve link. The claim opens in edit mode. Review and edit field values as needed, enter a comment in the Comments section, then click Approve.
2. To reject a claim, click the Reject link. The claim opens in edit mode. Enter a rejection comment in the Comments section, then click Reject.

Accessing Extension Requests

1. Click Incentivize on the top menu.
2. Click Extension Requests in the left menu bar.

View Extension Requests

The top toolbar provides the same Create View, Search, Clear Search, and Saved Searches actions as other MDF list pages.

For each record in the grid:

• Extension Request Name — Takes you to the request details page.
• Fiscal Quarter — Takes you to the fiscal quarter details page.

Create New View

1. Choose an additional field and click Add.
2. Click the Green Dots to select fields for display.
3. Click × to remove a selected column.
4. Enter a View Name and click Save Filter.

View Date Extension Request Details

Click on the name of any Extension Request to open its detail page. The page contains:

Date Extension Request Information

Field	Description
Extension Request Name	Name of the extension request.
Fiscal Quarter	The fiscal quarter to which the extension applies.
New Plan Submission Deadline	The requested new deadline for plan submission.
New Claim Submission Deadline	The requested new deadline for claim submission.
Status	Current status of the extension request.

Approval History

The Approval History section tracks the multi-level approval process for the extension request, with the same column structure as Plan and Claim approval histories (Step, Submitter, Approver, Actual Approver, Status, Comments, Action Taken Date).

Approving / Rejecting an Extension Request

Once a partner submits an extension request, the Approval History related list appears at the bottom of the details page.

1. To approve the request, click the Approve link. The page opens in edit mode — review and edit values as needed, enter a comment in the Comments section, then click Approve.
2. To reject the request, click the Reject link. Enter a rejection comment and click Reject.

Adding a New MDF Rule

1. Navigate to Incentivize > Incentive Rule Engine > MDF Rules.
2. Click the Add button. The Add/Edit an MDF Rule Engine page opens.
3. Select the Entitlement Frequency from the dropdown (e.g., Quarterly). This determines how often the incentive payout is calculated for partners.
4. After selecting the frequency, the Add/Edit a MDF Rule form opens. Complete the following fields:

Field	Description
Name	Name of the MDF Rule.
Currency ISO Code	The currency in which the incentive is denominated.
Scope of Rule	Determines which accounts the rule applies to: Partner Tier (accounts in a specific tier), Partner Account (a specific partner account), or All (all accounts).
Year	The year for which the MDF Rule is applicable.
Entitlement Frequency	How frequently the incentive payout is calculated (e.g., Monthly, Quarterly).
Allocation Frequency	The period during which partners must meet their targets to qualify for incentives.
Status	Active or Inactive.
Application In Use	Whether the incentive is earned on Deal closure or Invoice generation.
Fields Per Application	Whether incentive is calculated based on Amount or Line Items.
Enable Target-Based Incentive?	Set to No to accrue incentives automatically based on sales with no target. Set to Yes to require a specific target to be met before incentives are earned.

5. Click Save. The new rule appears in the View MDF Rules list with a status of Draft or System Generated.
6. Open the rule and click Submit for Approval to activate it.

Adding MDF Entitlements

After creating the rule, define the incentive entitlement tiers by clicking Add under the MDF Entitlements related list on the rule's detail page.

Field	Description
MDF Rule Engine	The parent MDF Rule associated with this entitlement.
Entitlement Frequency	Inherited from the parent rule (e.g., Quarterly).
Enable Target-Based Incentive?	Inherited from the parent rule; indicates whether a target is required.
Incentive Structure	Fixed: partner receives a predefined constant amount or fixed percentage per entitlement period. Variable: different percentages apply based on business requirements and the entitlement period.
Time Period	The quarter in which the incentive will be paid (e.g., Q1, Q2).
Currency ISO Code	Currency of the incentive amount.
Minimum Sales Range	Minimum sales target the partner must achieve.
Maximum Sales Range	Maximum sales target boundary for this tier.
Entitlement Type	Fixed (flat dollar amount) or Percentage (percentage of sales).
Incentive	The incentive amount or percentage value for this tier.

MDF Product Association

After adding entitlements, associate the eligible products with the rule by clicking Add under the MDF Product Association related list on the rule detail page. Once added, the products appear in the MDF Product Association list and partners earn incentives only when they sell the associated products.

Incentive Rules Engine — Import Engine Integration

For bulk creation of MDF Rules and Entitlements, use the Import Engine. The import process uses two separate Excel templates: one for rule definitions and one for entitlement data.

Import Process

1. Click the Import button on the View MDF Rules page. The View Imports page opens, showing previously imported record sets.
2. Click Add on the View Imports page to open the Add/Edit an Import page.
3. Assign a name, select MDF Rule Engine as the Entity List, and attach the rule definition Excel file.
4. Click Save to proceed to the Select and Map Fields page.
5. Map each Excel column header to the corresponding UPM entity field using the dropdowns.
6. Click Next to complete the upload. The rules are created and appear on the View MDF Rules page.

7. To import entitlements, use the separate entitlement Excel template (columns: RuleImportUniqueId, Incentive Structure, Time Period, Minimum Sales Range, Maximum Sales Range, Entitlement Type, Incentive). Repeat the import process selecting the entitlement entity, and the system links each entitlement to the correct rule via the Rule Import ID.

View MDF Funds

Toolbar actions on the View MDF Funds page:

• Add — Opens a new page to add a new MDF fund record.
• Delete — Deletes the selected fund record(s).
• Create View — Creates a custom column view.
• Search / Clear Search / Saved Searches — Standard search and filter controls.

For each record in the grid:

• Edit (pencil icon) — Opens the selected fund record in edit mode.
• Any linked field value — Takes you to that record's details page.

Create New View

1. Choose an additional field and click Add.
2. Click the Green Dots to select fields for display.
3. Click × to remove a column from the selection.
4. Enter a View Name and click Save Filter.

Add / Edit an MDF Fund

To edit an existing fund, click the pencil icon. To add a new fund, click the Add button at the top of the View MDF Funds page.

Field	Description
Name	Name of the MDF fund record.
Partner Account	The target partner account for this fund.
Available Fund Amount (USD)	Available fund balance in US Dollars (system-calculated).
Fund Total (USD)	Total fund amount allocated in US Dollars.
Fiscal Year	The fiscal year to which this fund applies.

Click Save when done.

View Contribution Rules

Toolbar actions: Add, Create View, Search, Clear Search, and Saved Searches (with Edit and Delete sub-options).

For each record in the grid:

• Sharing Rule Name — Takes you to the contribution rule details page.
• Quarter — Takes you to the MDF quarter details page.

View Contribution Rule Details

Click on the name of any Contribution Rule to open its details page. The Contribution Rule Information section shows:

Field	Description
Sharing Rule Name	User-friendly name of the sharing rule.
Fiscal Quarter	The fiscal quarter to which this rule applies.
OEM Contribution (%)	Percentage of the MDF budget contributed by the OEM.
Partner Contribution (%)	Percentage of the MDF budget contributed by the partner.
Assigned Group	The partner group to which this rule is assigned.

Click Edit to open the rule in edit mode.

Add / Edit a Contribution Rule

To edit an existing rule, click the pencil icon on the list. To add a new rule, click the Add button at the top of the View Contribution Rules page.

Field	Description
Sharing Rule Name	User-friendly name for the contribution rule.
Fiscal Quarter / Fiscal Year	The MDF quarter or year to which this rule applies.
OEM Contribution (%)	Percentage of MDF budget funded by the OEM.
Partner Contribution (%)	Percentage of MDF budget funded by the partner.
Assigned Group	The partner group assigned to this contribution rule.

Click Save when done.