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Siebel Consumer Sector Guide > Trade Funds > End-User Procedures >
Submitting Payments Against Funds
Before running promotions, key account managers can create deals against a promotion or promoted product. Once they have run the promotion, they submit payments against the deals.
To create a deal for a promotion
- Navigate to the Promotions screen.
- In the Account Promotions list, select a promotion.
- Click the Deals view tab.
- In the Deals list, add a new record.
- Fill in the fields.
To create a deal for a promoted product
- Navigate to the Promotions screen.
- In the Account Promotions list, select a promotion.
- Click the Promoted Products view tab.
- In the Promoted Products list, select a product.
- Drill down on the Product hyperlink.
The Promoted Product Detail view appears.
- Click the Deals view tab.
- In the Deals list, add a new record and complete the necessary fields.
To submit payments against a deal for a promotion
- Navigate to the Promotions screen.
- In the Promotions list, select a promotion.
- Click the Deals view tab.
- In the Deals list, select a deal.
- Click the Payments subview tab.
- In the Payments list, add a new record and complete the necessary fields.
To submit payments against a deal for a promoted product
- Navigate to the Promotions screen.
- In the Account Promotions list, select a promotion.
- Click the Promoted Products view tab.
- In the Promoted Products list, select a product.
- Drill down on the Product hyperlink.
The Promoted Product Detail view appears.
- Click the Deals view tab.
- In the Deals list, select a deal.
- Click the Payments subview tab.
- In the Payments list, add a new record and complete the necessary fields.
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Siebel Consumer Sector Guide Published: 18 April 2003 |