Partner Channel Management, Market Development Funds

Technical Data
Technical Name of Business Function	CRM_PCM_MDF_1
Type of Business Function	Enterprise Business Function
Available As Of	SAP Enhancement Package 1 for SAP CRM 7.0
Technical Usage	CRM Core
Application Component	Marketing Development Funds (CRM-MKT-MPL-MDF), Funds Management (CRM-FM), Claims Management (CRM-CLA)
Directly Dependent Business Function Requiring Activation in Addition	Not relevant

You can use this business function as follows:

Increase control of funding distribution
Improve checks during claiming processes and payouts
Drive reimbursement rates of causal factors
Improve error rates by viewing a snapshot of the causal factor when approving claims

Integration

The business functions Partner Channel Management, Market Development Funds (CRM_PCM_MDF_1) and Claims and Funds Management (CRM_CF_1) share the following functions:

Accruals
Fund status management
Fund determination enhancements (see Claims and Funds Management)

Note
This is relevant primarily for the trade promotion management scenario (see Trade Promotion Management)

End of the note.
Generic functions for claims (see Claims and Funds Management)

If you activate Claims and Funds Management (CRM_CF_1), then you activate the additional functions above regardless of whether or not you activate Partner Channel Management, Market Development Funds (CRM_PCM_MDF_1).

Prerequisites

You have installed the following component as of SAP Enhancement Package 1 for SAP CRM 7.0:

Type of Component	Component	Is Needed Only for the Following Features
Software Component	BBPCRM 701	Not relevant

Before activating the business function Partner Channel Management, Market Development Funds, you have done the following:
- You have manually run the report CRM_MKTPL_CAU_TYPE_MIGRATION to avoid data loss in existing causal factor fields in initiatives and initiative elements in the MDF scenario.
- You have ensured that there are no funds with the status Preliminary or Released assigned to a funds plan with the status New. You have ensured that the status of such funds plans is Released.
After activating the business function Partner Channel Management, Market Development Funds, you have manually run the report RCRM_CLA_VS_MIGRATE to avoid data loss and data inconsistencies in existing validation sheets in the MDF scenario.

Caution
You must only use the new causal factor node and assignment block in the validation sheet in the MDF scenario. You may use the previously existing causal factor node and assignment block in the Trade Promotion Management (TPM) scenario.

End of the caution.
You have made the settings in Customizing for Customer Relationship Management under Partner Channel Management Market Development Funds .

Features

Partner Channel Management

You can approve a channel partner as a member of the corporate family of a corporate channel partner; independent channel partners acquired by corporate channel partners are treated consistently as family members. For more information, see MDF Program.

Fund Status Management

Brand owners and channel partners can use enhanced fund status management to better manage the distribution, usage, and tracking of funds. For more information, see Fund Status Management.

Fund Search

You can search for funds assigned to a partner hierarchy node in fund search and fund determination and choose the correct fund when you create a budget posting, reservation, or claim.

Accruals

You can narrow your search for funds when scheduling accrual calculation runs and accrual posting runs.
You can schedule accrual calculation runs periodically.

For more information, see Accruals.

Claims Expiration

You can expire all open pending claims manually or by scheduling a run after the end of the claim validity timeframe. This ensures that the claiming of expenditure happens within the defined period and does not concentrate towards the end of the financial year. For more information, see Claims Expiration.

Automated Budget Transfer

You can specify whether automated budget transfer execution calculates transfer amounts using new budget or available budget. For more information, see Automated Budget Transfer.

Immediate Budget Expiration

The system immediately expires budget after the claim correction process to prevent partners from blocking budget from expiration and then later unblocking budget for consumption. For more information, see Budget Management.

Budget Expiration Run

You can narrow your search for funds when scheduling budget expiration runs, which expire fund budget based on expiration dates from various funds belonging to the same funds plan.
You can search for funds belonging to a fund plan by fund types and accounts during the creation of a budget expiration run on the WebClient UI.

For more information, see Budget Management.

Causal Factors

You can make settings to require a value in a causal factor field for all documents (initiatives, initiative templates, and claims) that use the associated causal factor type.
You can inactivate causal factor fields.
You can use a filter to view only active causal factor fields. You can also choose to view active and inactive causal factor fields.
You can define your own causal factor types and causal factor fields.
You can choose to make causal factor fields function as free text fields on the Web Client UI.

For more information, see Causal Factors for MDF.

Claim Validation

As of SAP enhancement package 1 for SAP CRM 7.0, you must only use the following new assignment blocks on the claims overview page for validation of MDF initiatives:
- Causal Factor Values
- Causal Factor Snapshots
- Causal Factor History
However, you continue to use the following assignment blocks in the validation sheet for claims of MDF initiatives:
- Header
- Notes
- Attachments
- Claiming History
When you change causal factor values, the system automatically recalculates the reimbursement rate.
You can archive causal factors and causal factor snapshots.

For more information, see Claim Validation for MDF.

BW Extractors for Initiative Causal Factor Values and Claims Validation Snapshots

You can view the GUID of the latest claim item snapshot and the GUID of the active claim.
You can extract expense types, causal factor types, and product dimensions.
You can extract planned values for each causal factor field with respect to expense types and causal factor types.