Siebel Consumer Goods Guide > Trade Promotions >

Viewing Corporate Promotions (End User)

Key account managers can view information associated with corporate promotions, such as corporate promotions, promoted categories, products, or literature, to determine whether their accounts should take part in the corporate promotions.

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

To view corporate promotions

1. Navigate to the Corporate Promotions screen.
2. Select a corporate promotion record.

   For a description of the fields in this view, see Creating Corporate Promotions.

To view corporate promotions in a Gantt chart

1. Navigate to Corporate Promotions screen.
2. Drill down on the Promotion field hyperlink for a selected corporate promotion.
3. Click the Calendar view tab.

To view promoted categories of a corporate promotion

1. Navigate to Corporate Promotions screen.
2. Drill down on the Promotion field hyperlink for a selected corporate promotion.
3. Click the Promoted Categories view tab.

To view promoted products of a corporate promotion

1. Navigate to Corporate Promotions screen.
2. Drill down on the Promotion field hyperlink for a selected corporate promotion.
3. Click the Promoted Categories view tab.
4. Select a promoted category record.

   The promoted products associated with the selected promoted category appears in the Promoted Products list.

To view literature for a corporate promotion

1. Navigate to Corporate Promotions screen.
2. Drill down on the Promotion field hyperlink for a selected corporate promotion.
3. Click the Literature view tab.

Gantt Chart

The Gantt charts are used to graphically display the following information:

• All corporate promotions
• Promotions
• Promotions belonging to an account
• Promotions belonging to a plan

The chart is divided by a frames boundary into left and right frames. The left frame lists promotion records. The right frame shows scheduled time periods in a calendar format.

To zoom in or out on a particular time period, click the Zoom + or Zoom - buttons on the current time bar. To see a Gantt chart for a specific date, choose the date in the date field and click Go. To see a Gantt chart for the current date, click Today.

To view the promotions Gantt chart

1. Navigate to the Promotions screen > Promotion List view.
2. Drill down on the Promotion field hyperlink for a selected promotion.
3. Click the Calendar view tab.

To view the accounts Gantt chart

1. Navigate to the Accounts screen > Accounts List view.
2. Drill down on the Name field hyperlink for a selected account.
3. Click the Promotions Calendar view tab.

To view the plans Gantt chart

1. Navigate to the Plans screen.
2. Drill down on the Name field hyperlink for a selected plan.
3. Click the Calendar view tab.