ZINFI UPM Guide

Marketplace Management for Channel Partners

Add/Edit a MDF Application

Overview

Market Development Funds (MDF) are financial contributions provided by vendors to partners to support joint marketing and sales activities. The MDF application process enables partners to request funding for specific campaigns or initiatives. This module provides administrators with the tools to efficiently manage these applications, ensuring that funds are allocated strategically and align with program objectives. It tracks the requested and approved amounts, campaign periods, and the status of each application.

Viewing MDF Applications

View MDF Applications list page
View MDF Applications list page

Click the Add MDF Application button.

Editing an Existing MDF Application

Edit MDF Application form
Edit MDF Application form

This screen displays the details of an existing Market Development Fund (MDF) application, allowing vendor administrators to review and potentially modify its information. MDF applications are used by partners to request funding for marketing activities, and this form provides a comprehensive view of the application's status, requested and approved amounts, associated marketing listing, funding source, and campaign period. Administrators can use this interface to track the application's lifecycle, ensure it aligns with program guidelines, and manage its approval status. The form also includes a timeline for auditing creation and last update details, providing transparency into the application's history.

Review or edit the details of the MDF application as needed.

Buttons

ButtonDescription
SaveSaves any changes made to the MDF application.
CancelDiscards any changes and returns to the previous view.

Application Information

FieldDescription
Application IDA unique identifier for the MDF application.
Type*The type of marketing activity for which the MDF is requested, such as 'Featured Placement'.
StatusThe current approval status of the MDF application, such as 'Approved'.
Requested Amount*The amount of funding originally requested by the partner for the marketing activity.
Approved AmountThe final amount of funding approved for the MDF application.

Listing Details

FieldDescription
Listing*The specific marketing listing or asset associated with this MDF application.
Listing IDA unique identifier for the associated marketing listing.

Fund Details

FieldDescription
Fund*The specific marketing fund from which the requested amount will be drawn, showing the available balance.
Fund IDA unique identifier for the marketing fund.
Available BalanceThe remaining balance in the selected marketing fund.
Fund ExpiryThe expiration date of the selected marketing fund.

Campaign Period

FieldDescription
Start DateThe planned start date for the marketing campaign or activity.
End DateThe planned end date for the marketing campaign or activity.

Notes

FieldDescription
NotesAdditional notes or descriptions related to the MDF application.

Timeline

FieldDescription
CreatedThe date and time when the MDF application was initially created.
Last UpdatedThe date and time when the MDF application was last modified.