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Siebel Consumer Sector Guide > Trade Funds > Administrator Procedures >
Reviewing Deals
You can review a deal for a promotion or for a promoted product, or review all the deals that have been created for a fund.
To review a deal for a promotion
- Navigate to the Promotions screen.
- In the Account Promotions list, select a promotion.
- Click the Deals view tab.
- Select the deal you want to review.
- Click the Details subview tab and review the available fields.
Table 31 lists the fields that are available for review in the Deals Details form.
Table 31. Fields in the Deals Details Form Field Comments Amount The amount of the deal. Bundle A check in this box indicates that the deal can contain bundled products. Deal Id System-generated identification number of the deal. Deduction
- Y indicates that the promotion can be paid by using a deduction.
- N indicates that the promotion cannot be paid by using a deduction. The default value for this field is N.
For more in formation on deductions, see Deductions. Est. Pay Date Estimated date of payments paid from the deal. Fund Name of the fund from which the allocation will be made. Fund Id System-generated identification number of the fund. Max. Qty The maximum quantity of the deal. Min. Qty The minimum quantity of the deal. Payments Paid The amount of payments that have been paid for the deal. Payments Pending The amount of pending payments for the deal. Payments Submitted The amount of payments that have been submitted for the deal. Price Adjustment Amount The amount of price adjustment that will be given with the deal. This field adds additional dimensions to the deal. Price Adjustment Type The type of price adjustment — for example, %Markup or Discount Amount.LOV Type: PRICER_CALCULATION_SIMPLE_TYPE Stackable Indicates that the deal is not exclusive, and can be stacked with other existing deals. In the standard product, this field does not drive any behavior in the application; further customization is necessary to do so. Type Fund type, either Accrual or Fixed.LOV Type: MDF_ALLOCATION_TYPETo review a deal for a promoted product
- Navigate to the Promoted Products screen.
- In the Promoted Products list, select a product.
- Click the Deals view tab.
- In the Deals list, select a deal.
- Click the Details subview tab.
Table 31 lists the fields that are available for review.
To review deals created for a fund
- From the application-level menu, choose View > Site Map > Data Administration > Funds, and select a fund.
- Click the Deals view tab.
The deals that have been created from the fund and the payments from the fund appear.
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Siebel Consumer Sector Guide Published: 18 April 2003 |