How to Associate a Supplier with an MDF Fund in Marketplace?
Introduction:
Check Site Admin Settings for Marketplace:
Before creating an MDF fund plan, it is important to ensure that the marketplace settings are correctly configured:
Access Company Settings: Navigate to the Site Admin section.
Verify Marketplace Value: Check if the marketplace value is set to "true." This is required to proceed with associating a supplier to an MDF fund.
Create an MDF Fund Plan:
Once the marketplace settings are verified, the next step is to create a fund plan:
Create a New Fund Plan: Begin by creating a new fund plan. For example, name the plan something like "New Fund Demo."
Add an Activity: In the fund creation process, go to the next tab and add an activity. This activity is linked to the MDF fund provided by the supplier to the partner admin organization.
Associate a Supplier with the MDF Fund:
To associate a supplier with the MDF fund:
Select an Organization: On the fund creation page, add an organization or an organization group. Only one supplier organization can be associated with a fund plan at a time.
Associate the Supplier: Select the desired supplier organization, such as "PKS-ORG-NU," and save the selection. The supplier will now be associated with the MDF fund.
Verify the Supplier Association: After saving, verify that the supplier organization has been added by viewing the associated suppliers in the fund.
MDF Reports and Partner Admin Permissions:
Once the supplier is associated with the fund, MDF reports become available to the partner admin of the supplier organization. The partner admin permissions determine the level of access to MDF reports, including summary reports and fund request reports.
Partner Admin Permissions: If the partner admin has MDF admin permission equal to or greater than "view," they can access MDF reports.
For MDF reports, the organization and organization group dropdowns will be hidden if the permission level is set to "view."
If the admin permission is greater than "view," the organization dropdown will be visible, and the partner admin can view more detailed reports.
Summary of Permissions and Report Visibility:
MDF Admin Permission Equal to "View": Organization dropdowns in MDF reports are hidden. The partner admin can view basic MDF fund details without additional filters.
MDF Admin Permission Greater than "View": The dropdowns become visible, and more comprehensive report access is provided, allowing the partner admin to see detailed fund request information and manage the fund more thoroughly.
Associating a supplier with an MDF fund in the marketplace involves configuring the correct settings, creating a fund plan, and selecting the supplier organization. Depending on the permissions of the partner admin, they will have different levels of access to MDF reports, with higher permissions providing additional control over fund management. This process ensures seamless integration of supplier organizations with MDF funds while maintaining control through permissions.
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