Siebel Consumer Sector Guide > Trade Funds > Business Scenario for Funds >

Example Workflow for Funds

Funds are typically created by marketing administrators for use by key account managers. The workflow for funds is explained in the following paragraphs.

Administrator Procedures

When working with funds, marketing administrators or other personnel with administrative privileges complete the following procedures:
  1. Create a fund. You can automatically generate or manually create a fund. You enter a period, category or products, and a fund type, either fixed or accrual. For information on performing this procedure, see Creating a Fund.
  2. Adjust a fund. You can make positive or negative adjustments a fund to reflect changes in market conditions. For information on performing this procedure, seeAdjusting a Fund.
  3. Review a deal and the payments for a fund. You can review all deals and payments made against a fund. For information on performing this procedure, see To review fund payments.
  4. Reconcile a deal. You can reconcile deal amounts against all payments for that particular deal. For information on performing this procedure, see To reconcile a deal to the associated payments.
  5. Close a deal. You can prevent any future payments against a deal by closing the deal. For information on performing this procedure, see To close a deal.

End-User Procedures

When working with funds, key account managers complete the following procedures:

  1. Transfer money between funds. End users can transfer fund amounts between funds to reflect changes in the market conditions. For information on performing this procedure, see Transferring Fund Amounts.
  2. Approve a fund transfer. You can view and approve amounts transferred between funds. For information on performing this procedure, see To approve a fund transfer.
  3. Create a deal and request payment to pay for a promotion. End users can create deals to set aside money and request payments for promotions or promoted products. For information on performing this procedure, see Submitting Payments Against Funds.
  4. Review funds and payments. End users can review funds, deals, and payments to track estimated, committed, and actual spending. For information on performing this procedure, see Reviewing Funds, Deals, and Payments.

 Siebel Consumer Sector Guide 
 Published: 18 April 2003