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Siebel Consumer Sector Guide > Trade Promotions > End User Procedures >

Creating Account Promotion Profiles

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Key account managers establish account promotion profiles to describe how their accounts manage promotions. The account promotion profile populates the start and end dates for promotion, shipment and consumption data fields. This information allows key account managers to more quickly set up promotions at their accounts.

The following example illustrates the advantages of using an account promotion profile.

A key account manager creates a promotion for the first week of the year 2004. Table 20 shows the default values that would appear if the manager did not use an account promotion profile (using the sample database).

Table 20. Default Values Applied to Sample Promotion

Field	Start Date	End Date
Promotion	January 7, 2004	January 13, 2004
Shipment	January 7, 2004	January 13, 2004
Consumption	January 7, 2004	January 13, 2004

By using an account promotion profile, a key account manager can change the default start and end dates. Table 21 shows the values that would appear if the key account manager had instead created an account promotion profile for the preceding example.

Table 21. Values Applied by Sample Account Promotion Profile

Field	Start Date	End Date
Promotion	January 7, 2004	January 13, 2004
Shipment	January 1, 2004	January 11, 2004
Consumption	January 8, 2004	January 15, 2004

When an account promotion profile has been created, the information in the profile is automatically applied to any new promotions created for the account. For example, if an account's promotion profile specifies that promotions at the account last seven days, new promotions created for the account will automatically be assigned a seven day period. These prepopulated values can be edited.

NOTE:  Key account managers can create many account promotion profiles for an account, but one profile should be designated as the primary account promotion profile. There is no system check for a primary profile designation, but for the promotion to automatically use the account promotion profile, that account promotion profile must be the primary profile.

To create an account promotion profile

Navigate to the Accounts screen.
In the Accounts list, select an account.
Click the Promotion Profile view tab.
In the Promotion Profile list, do one of these:
Click New to create a new promotion profile template.
Perform a query in the list for an existing promotion profile that you can use as a template for a new promotion profile.
Complete the necessary fields in the Promotion Profile list.

Some fields in the Promotion Profile list are described in Table 22.

Table 22. Selected Fields Found in the Promotion Profile List

Field	Comments
Consumption End Offset	The number of days from the start of the consumption to the end of the consumption.
Consumption End Offset Day	The day of the week on which consumption will end. This is automatically determined based on the Consumption End Offset.
Consumption Start Offset	The number of days from the start of the promotion to the start of consumption.
Consumption Start Offset Day	The day of the week on which consumption will start. This is automatically determined based on the Consumption Start Offset.
Primary	Designates the primary account promotion profile.
Promotion End Offset	The number of days from the start of the promotion to the end of the promotion.
Promotion End Offset Day	The day of the week on which the promotion will end. This is automatically determined based on the Promotion End Offset.
Promotion Start Offset	The default for this field is 0.
Promotion Start Offset Day	The day of the week on which the promotion will start. LOV Type: DAY_NAME
Shipment End Offset	The number of days from the start of shipments to the end of shipments.
Shipment End Offset Day	The day of the week on which the shipments will end. This is automatically determined based on the Shipment End Offset.
Shipment Start Offset	The number of days from the start of the promotion to the start of shipments. This number can be negative.
Shipment Start Offset Day	The day of the week on which the shipments will start. This is automatically determined based on the Shipment Start Offset.

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