Overview
Market Development Funds (MDF) are crucial for partners to execute co-marketing activities, but managing their associated deadlines can be complex. This module provides a dedicated mechanism for administrators to handle situations where partners or internal teams require more time for MDF plan submission or claim submission. By formalizing the extension request process, the platform ensures that all deadline changes are properly documented, reviewed, and approved, maintaining compliance and transparency within the MDF program.
This functionality is vital for maintaining flexibility in partner programs while still adhering to financial and operational controls. It helps prevent partners from missing out on MDF opportunities due to unforeseen delays and allows program managers to adapt to real-world challenges, ultimately supporting stronger partner engagement and more effective utilization of marketing funds.
Creating a MDF Date Extension Request
Click the Add button.
This screen provides a form for administrators to create or modify an MDF Date Extension Request. Market Development Funds (MDF) are a critical component of partner marketing, and sometimes partners require extensions for submitting plans or claims. This form allows the vendor to manage these extensions by defining a specific request, setting new deadlines for plan submission and claim submission, and associating it with a fiscal quarter. The system automatically assigns a status to the request, which can be tracked through its lifecycle. This ensures that any deviations from standard MDF timelines are formally managed and recorded.
Fill in the required details for the MDF Date Extension Request, then click "Save" to create or update the request.
Buttons
| Button | Description |
|---|---|
| Save | Saves the entered information and creates or updates the MDF Date Extension Request. |
| Cancel | Discards any changes and returns to the previous screen without saving the request. |
Extension Request Information
| Field | Description |
|---|---|
| Extension Request Name * | A descriptive name for the MDF date extension request, such as 'FY26Q3 Submission Deadline'. This field is required. |
| New Plan Submission Deadline * | The new deadline for partners to submit their MDF plans. This field is required and can be selected using the calendar icon. |
| New Claim Submission Deadline * | The new deadline for partners to submit claims for their MDF activities. This field is required and can be selected using the calendar icon. |
| Status | The current status of the extension request, which is system-generated and cannot be manually edited on this form. |
| Fiscal Quarter * | The fiscal quarter to which this MDF date extension request applies. This field is required and can be selected. |
Submitting and Tracking the Request
This screen displays the details of an existing extension request, which allows for adjustments to deadlines related to MDF programs, such as the plan submission and claim submission dates. It presents key information about the request, including its name, the proposed new deadlines, the associated fiscal quarter, and its current status, which is 'Ready for Submission'. This view enables administrators to review the request before it is formally submitted for approval within the Incentivize module's workflow.
This screen displays the details of an MDF date extension request, providing an overview of the requested changes and its current status. It shows the original and proposed new deadlines for plan submission and claim submission, along with the associated fiscal quarter. Additionally, the screen includes an approval history section, which tracks the workflow steps, submitters, approvers, and the current status of the request within the approval process.