ZINFI UPM GuideMarket Development Funds Management for Channel Partners

ZINFI's Unified Partner Management (UPM) software has an integrated Market Development Funds Management application, enabling your organization to view market development and co-op funds allocated to you by your vendor. The application automates the claim application process after you supply proper proof of execution. Automation helps prevent you from submitting inaccurate or late applications.

You will receive notifications and alerts when the vendor allocates, finds, and uploads program details and submission deadlines. Each proposed plan is tagged with a dedicated partner account manager so you know whom to contact for assistance while executing a marketing activity with allocated funds. Unique nomenclature for plan and claim IDs makes it easier to quickly determine the number of log entries you must complete for each activity.

Whenever the Partner logs into UPM, they are welcomed by a landing page containing the MDF Widget dashboard displaying a summary of current MDF Quarter statistics and Sales Pipeline information. The latest Quarterly MDF information is displayed, including:

• Total Allocated Funds for the Quarter — Total MDF funds allocated by the vendor for the current quarter.
• Remaining Funds for the Quarter — Unspent MDF balance remaining in the current quarter.
• Deadlines for submission of Plans and Claims — Key dates for Plan Submission and Claim Submission deadlines.
• Contribution Ratio — Breakdown of OEM Contribution and Partner Contribution percentages.

Getting a critical statistical glimpse of the current MDF Quarter status on the Welcome page allows the Partner to get MDF-centric information without visiting the Reports application. A more detailed and elaborate MDF report is available in the UPM Reports application.

To access MDF Plans:

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

3.1 View MDF Plans

1. The top part of the page provides the following actions:
   • Add — Opens a new page to add a new MDF Plan record.
   • Delete — Deletes selected record(s) from the listing page.
   • Filter — Opens a pop-up window where you can enter search criteria to find desired records.
   • Saved Filters — Lists saved filters in the search dropdown. When selected, two additional options appear:
     • Edit — Updates the selected filter name.
     • Delete — Removes the selected filter from the dropdown.
2. For each record in the grid:
   • Edit (Pen icon) — Lets you edit the selected plan. The pen icon is only visible if the plan has not yet been approved.
   • MDF Plan Name — Click to go to the MDF Plan details page.

3.2 View Plan Details

1. Click the Name/Title of any plan listing to go to the details page.
2. Once on the View MDF Plan page, you will see the following sections:

Buttons

The following buttons are only visible if the plan has not yet been submitted for approval:

• Edit — Opens the plan in edit mode.
• Delete — Removes the plan.
• Submit For Approval — Submits the plan to the OEM internal team for approval.

Plan Information

Activities

Displays a list of activities to execute the plan.

Claims

Displays a list of claims made against the activities performed under the plan.

When adding a new claim, the following fields are available:

The Claims related list also shows the following columns for existing claims:

Approval History

Shows the level-by-level approval process for the plan.

3.3 View Plan Activities

1. To view a Plan's Activities, click the Name/Title of any Activity listing in the Activities section of the Plan Details page.

2. Once on the Activity details page, you will see the following sections:

MDF Activity Information

Products

Lists all products based on which the current activity is performed.

Associated Campaigns

Lists all campaigns involved in the activity.

3. Click the Back link to return to the View MDF Plan page.

3.4 Add / Edit a MDF Plan

1. Create a new MDF Plan by clicking the Add button on the View MDF Plans page, or click the pencil icon to edit an existing MDF Plan that is in Draft or Pending Approval stage.

2. Click the Add button on the View MDF Plans page to open the Add/Edit a MDF Plan form.
3. Complete the required fields (see § 3.2 View Plan Details for field descriptions), then click Save.
4. Once the plan is created, return to the View MDF Plans page, click the name of your newly created plan, and click the Submit for Approval button that appears.
5. Alternatively, after completing the form you can click Save & Submit for Approval to save and submit the plan for approval in a single action.

6. Once submitted for approval, the plan's Status changes to Pending Approval on the View MDF Plans page.

To access MDF Claims:

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

4.1 View MDF Claims

1. The top part of the page provides the following actions:
   • Delete — Removes the selected claim.
   • Search — Opens a pop-up window to enter search criteria.
   • Clear Search — Clears the current search.
   • Saved Searches — Lists saved searches in the dropdown. When selected, two additional options appear:
     • Edit — Updates the selected search name.
     • Delete — Removes the selected search from the dropdown.
2. Clicking the MDF Claim Name in the grid takes you to its details page.

4.2 View Claim Details

1. Click the Name/Title of any claim listing to go to the details page.
2. Once on the View MDF Claim page, you will see the following sections:

Claim Information

Activities

Displays a list of activities executed as part of the claim process.

Approval History

Shows the level-by-level approval process for the claim. The same columns apply as for Plan Approval History: Step, Submitter, Approver, Actual Approver, Status, Comments, and Action Taken Date.

4.3 View Claim Activity Details

1. Click the Name/Title of any Activity in the Activities section of the Claim Details page.

2. Once on the Claim Activity detail page, you will see the following sections:

Claim Activity Information

Activity Documents

Lists all documents uploaded as proof of the activities performed during the claim process. Click any document Name to view its details (see § 4.4 View & Download Claim Activity Documents).

4.4 View & Download Claim Activity Documents

1. Click the Name/Title of any Activity Document listing to go to the details page.

2. Once on the Claim Document(s) page, you will see the following buttons and fields:

Buttons

• Edit — Opens the page in edit mode to update the document details.
• Delete — Removes the document from the list.

Fields

To access Extension Requests:

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

5.1 View Date Extension Requests

1. The top part of the page provides the following actions:
   • Add — Opens a new page to add a new extension request. See § 5.3 Add/Edit an MDF Date Extension Request for more details.
   • Delete — Deletes selected record(s) from the listing page.
   • Search — Opens a pop-up window to enter search criteria.
   • Clear Search — Clears the current search.
   • Saved Searches — Lists saved searches in the dropdown. When selected, two additional options appear:
     • Edit — Updates the selected search name.
     • Delete — Removes the selected search from the dropdown.
2. For each record in the grid, clicking the following opens different pages:
   • Extension Request Name — Takes you to the request details page.
   • Fiscal Quarter — Takes you to the quarter details page.

5.2 View Date Extension Request Details

1. Click the Extension Request Name in the listing to go to its details page.
2. Once on the View Extension Request page, you will see the following sections:

Extension Request Information

Approval History

Shows the level-by-level approval process for the extension request. Columns are: Step, Submitter, Approver, Actual Approver, Status, Comments, and Action Taken Date — consistent with Plan and Claim approval history.

5.3 Add / Edit an MDF Date Extension Request

1. Click Add to create a new extension request, or click the pencil icon beside an existing extension request name (only available if the request has not yet been submitted for approval).
2. Once the form opens, complete the following fields:

3. Click Save when done.

Document ID

ext.prd.004.09

Published

02.23.26

Platform Version

UPM 26.x