Siebel Consumer Goods Guide > Trade Promotions >
Enabling Phasing for Promotions (End User)
Key account managers can set up phasing for a promotion if they want see category and product data for the promotion on a weekly basis. You can use phasing if you want to allocate the aggregate cost, volume, and payment data throughout the weeks in the shipment period for the promotion. To enable phasing for a promotion, you designate that the promotion uses phasing functionality, and then you set up the phasing pattern for the account in the promotion. This phasing pattern determines how category and product data is allocated throughout the weeks that you designate in the pattern. When you enable phasing for a promotion, you automatically enable phasing for all categories and products in that promotion. You cannot disable phasing for selected categories or products in a promotion after you enable phasing for the promotion. Also, you cannot disable phasing for a promotion and for all the categories in the promotion:
- After you phase a promoted category in the promotion.
- If the Status field changes to Paid for a payment associated with a deal for any category in the promotion. (To find the Status field, navigate to Promotion > Promotions List, drill down on the Promotion field, drill down on the Category field in the Promoted Categories list, select the deals tab, and select the Payments view tab.)
After you enable phasing for a promotion, you cannot change the shipment start date and the shipment end date if the current date is after the shipment start date. Also, you cannot change the shipment start date and the shipment end date if the promotion status is Finalized. This task is a step in Process of Managing Trade Promotions. To enable phasing for a promotion
- Navigate to the Promotions screen > Promotion List view.
- Select the promotion for which you want to enable phasing.
- Select the check box in the Phasing Enable field.
The Phasing Enable field for all categories and products in the promotion is selected.
To create a phasing pattern for an account in a promotion
- Navigate to the Administration - Pattern screen > Pattern Administration view.
- In the Pattern list, create a new record, and complete the necessary fields.
Some fields are described in the following table.
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Pattern |
Name of the pattern. |
Account Name |
Account for the pattern. This pattern is available only to promotions for this account and the subaccounts for this account. |
- In the Pattern Distribution list for the pattern, create at least one new record, and complete the necessary fields.
Some fields are described in the following table.
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Sequence |
A number that designates a week in the shipment period for the promotion. This field is automatically populated with a number when you create a record, but you can overwrite this number. Use 1 for the first week, 2 for the second week, and so on. You cannot use a pattern for phasing if you do not assign at least 1 sequence. The number of weeks in a pattern must be equal to or less than the number of weeks in the shipment period for which the periods are created. |
Pattern Distribution |
The percentage of the aggregate data that is distributed to the associated sequence week. Make sure that the pattern distribution amounts for all of the sequences in a pattern add up to 100%. You cannot use the pattern for phasing if the amounts total less than or more than 100%. |
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