Siebel Consumer Goods Guide > Trade Funds >

Reviewing Deals

You can review a deal for a promotion or for a promoted product, or review all the deals that have been created against a fund.

This task is a step in Process of Managing Trade Funds.

To review a deal for a promotion

1. Navigate to the Promotions screen > Promotion List view.
2. Drill down on the Promotion field hyperlink for the required promotion, and click the Deals view tab.
3. Select the deal record you want to review, review the available fields.

   NOTE:  The Deals view displays deals for the promotion and any deals for promoted products that belong to the promotion.

   Some fields are described in the following table.

   Field	Comments
   Amount	The amount of the deal.
   Bundle	A check in this box indicates that the deal can contain bundled products. In the standard product, this field does not drive any behavior in the application; further customization is necessary to do so.
   Deal ID	System-generated identification number of the deal.
   Est. Pay Date	Estimated Pay Date. Estimated date of payments paid from the deal. In the standard product, this field does not drive any behavior in the application; further customization is necessary to do so.
   Fund	Name of the fund from which the deal will be made.
   Max. Qty	The maximum quantity covered by the deal. In the standard product, this field does not drive any behavior in the application; further customization is necessary to do so.
   Min. Qty	The minimum quantity covered by the deal. In the standard product, this field does not drive any behavior in the application; further customization is necessary to do so.
   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 Adj. Amt	Price Adjustment Amount. The amount of price adjustment that will be given. This field adds additional dimensions to the deal. In the standard product, this field does not drive any behavior in the application; further customization is necessary to do so.
   Price Adj. Type	Price Adjustment Type. The type of price adjustment—for example, % Markup or Discount Amount. In the standard product, this field does not drive any behavior in the application; further customization is necessary to do so.
   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.

4. Scroll down to the Payments tab and examine payments made for this deal.
5. Click the Bundled Products view tab to examine details of the bundled products.

To review a deal for a promoted product

1. Navigate to the Promotions screen > Promotion List.
2. In the Promotion List, query for the required promotion, and click the link in the Promotion field.

   You are navigated to the Account Promotions list.

3. Scroll down to the Promoted Categories list, and select the required category.
4. Scroll down to the Promoted Products list, select the required product, and click the link in the Product field.

   You are navigated to the Promoted Products List.

5. Scroll down to the deals list, review the required deal.

To review deals created for a fund

1. Navigate to the Administration - Data screen > Funds view.
2. In the Funds list, select a fund record.
3. Click the Deals view tab.

   The deals that have been created from the fund and the payments from the fund appear.