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Siebel Consumer Goods Guide > Trade Promotions > Working with Promoted Categories (End User) >
Phasing a Promoted Category
Key account managers can phase a promoted category if they want to allocate the aggregate cost, volume, and payment data for the category throughout the weeks of the shipment period for the promotion. Before you can phase a promoted category, you must:
- Enable phasing for the promotion. For more information, see Enabling Phasing for Promotions (End User).
- Create periods for the weeks to which you want to allocate category data. If you want to begin data allocation on the start date of the promotion's shipments, make sure a period is created for the week that contains that start date. Also make sure the periods are created for any subsequent weeks to which you want to allocate category data. You can allocate category data to weeks that are after the end date for the promotion's shipments if periods are created for those weeks. For more information, see Creating Periods.
If the current date is before the start date for the promotion's shipments, you can phase all the promoted categories. If the current date is during or after the shipment period for the promotion, you can phase the promoted categories for which the Phasing Status field is Not Phased or blank. After you phase a promoted category, you cannot disable phasing for the category's promotion and for all categories in the promotion. To phase a promoted category
- Navigate to the Promotions screen > Promotion List view.
- Drill down on the Promotion field hyperlink for a selected promotion.
The Promoted Categories view appears.
- Select the category that you want to phase.
- Select a pattern in the Phasing Pattern field for the category.
The phasing pattern determines how category and product information is allocated during the weeks you designate in the pattern. If the phasing pattern that you want is not available for selection, you can create that pattern. To create a phasing pattern, see Enabling Phasing for Promotions (End User).
- Click Phase to phase the promoted category.
The Phasing Status field for the category changes to Phased.
- Click the Category field hyperlink for the category that you phased.
- Click the Phasing Result view tab to display the result of the phasing.
Regardless of when you phase a promoted category, the available data for the planned fields is allocated using the percentages for all of the weeks in the phasing pattern. The data allocated to nonplanned fields depends on when you phase the promoted category:
- If you phase a promoted category before the shipment start date for the promotion, the available data for nonplanned fields is allocated using the percentages for all of the weeks in the phasing pattern.
For example, if the phasing pattern is 40%, 30%, 20%, and 10%, if a nonplanned field has a value of $100, and if you phase before the first week in the shipment period, then the phasing result for the nonplanned field is allocated as follows: $40, $30, $20, $10.
- If you phase a promoted category during the shipment period for the promotion, the available data for nonplanned fields is allocated as follows:
- For any weeks in the phasing pattern prior to the week that contains the current date, the nonplanned fields are not allocated any data.
- For the week in the phasing pattern that contains the current date, the nonplanned fields are allocated data using the percentages for that week and for any prior weeks in the phasing pattern.
- For any weeks in the phasing pattern subsequent to the week that contains the current date, the nonplanned fields are allocated data using the percentages for the corresponding weeks in the phasing pattern.
For example, if the phasing pattern is 40%, 30%, 20%, and 10%, if a nonplanned field has a value of $100, and if you phase during the second week in the shipment period, then the phasing result for nonplanned field is allocated as follows: $0, $70, $20, $10.
- If you phase a promoted category after the shipment end date for the promotion, the available data for nonplanned fields is allocated as follows:
- For all weeks in the phasing pattern, the nonplanned fields are not allocated any data.
- For the week that contains the current date, the nonplanned fields are allocated all data.
For example, if the phasing pattern is 40%, 30%, 20%, and 10%, if a nonplanned field has a value of $100, and if you phase in the week after the shipment period, then the phasing result for nonplanned field is allocated as follows: $0, $0, $0, $0, $100.
NOTE: The logic detailed after Step 7 is meant to provide a general framework for phasing result calculations. In some scenarios and for some fields, this logic does not apply.
Recalculating a Category's Phasing Result
To see the current phasing result for a promoted category, key account managers must recalculate the result when the Phasing Status field for the category is Refresh Required. The Phasing Status field changes to Refresh Required if:
- You change the Est Incremental Volume field for the category's promotion.
- You change the Incremental field in the category's Promoted Product Baseline list. Changing this field changes the Est Incremental Volume field for the promoted category.
- You associate baseline data with promoted products. You click the Baseline button in the Promotion List view to make this association. Making this association changes the Est Baseline Volume field for the promoted category.
- You change the Est Distribution Update Pct fields for some weeks in the phasing result for the promoted category. Your changed amounts for all weeks must add up to 100%. When you change a percentage in this field, you supersede the percentage for the corresponding week in the phasing pattern.
- Any of the following category fields change:
- Est Total Volume
- Est Deferred Cost
- Est On-Invoice Cost
- Est Fixed Cost
- Act Ship Volume
- Act Deferred Payment
- Act On-Invoice Payment
- Act Fixed Payment
These promoted category fields are calculated fields, and you cannot enter data in them. However, these fields can change if you make changes in other records (for example, deal or deal payment records).
When you recalculate the phasing result, you do not update all of the fields in the phasing result. The following fields are not updated:
- All planned fields
- All fields for the weeks that are before the week that contains the date that you recalculate the phasing result
If the current date is before the start date for the promotion's shipments, you cannot recalculate the phasing result for all the promoted categories. However, you can change the phasing pattern for a promoted category and again phase the category. To recalculate the phasing result for a promoted category
- Navigate to the Promotions screen > Promotion List view.
- Drill down on the Promotion field hyperlink for a selected promotion.
The Promoted Categories view appears.
- Click the Category field hyperlink for the category for which you want to recalculate the phasing result.
- Click the Phasing Result view tab to display the result of the previous phasing.
- Click Recalculate to display the result of the phasing recalculation.
The Phasing Status field for the promoted category changes to Phase Updated.
Regardless of when you recalculate the phasing result for a promoted category, the planned fields for all of the weeks in the phasing pattern do not change. The change in nonplanned fields depends on when you recalculate the phasing result:
- If you recalculate the phasing result for a promoted category during the shipment period for the promotion, the available data for nonplanned fields is recalculated as follows:
- For any weeks in the phasing pattern prior to the week that contains the current date, the nonplanned fields are not recalculated.
- For the week in the phasing pattern that contains the current date, the nonplanned fields are allocated data using the percentages for that week and for any prior weeks in the phasing pattern. Then, the data in the nonplanned fields that is not recalculated for the prior weeks is subtracted from this allocation.
- For any weeks in the phasing pattern subsequent to the week that contains the current date, the nonplanned fields are recalculated using the percentages for the corresponding weeks in the phasing pattern.
For example, if the phasing pattern is 40%, 30%, 20%, and 10%, if a nonplanned field has a value of $100, and if you phase before the first week in the shipment period, then the phasing result for the nonplanned field is allocated as follows: $40, $30, $20, $10. If the nonplanned field value later changes to $200, and if you recalculate the phasing result during the second week of the shipment period, then the phasing result for the nonplanned field is allocated as follows: $40, $100, $40, $20. The phased data for the first week is not recalculated. The phased data for the second week is calculated as follows: [($200 multiplied by .70) minus $40]. The phased data for the third week is calculated as follows: ($200 multiplied by .20). The phased data for the fourth week is calculated as follows: ($200 multiplied by .10).
- If you recalculate the phasing result for a promoted category after the shipment end date for the promotion, the available data for nonplanned fields is recalculated as follows:
- For the all weeks in the phasing pattern, the nonplanned fields are not recalculated.
- For the week that contains the current date, the nonplanned fields are allocated all data. Then, the data in the nonplanned fields that is not recalculated for the prior weeks is subtracted from this allocation.
For example, if the phasing pattern is 40%, 30%, 20%, and 10%, if a nonplanned field has a value of $100, and if you phase before the first week in the shipment period, then the phasing result for the nonplanned field is allocated as follows: $40, $30, $20, $10. If the nonplanned field value later changes to $200, and if you recalculate the phasing result in the week after the shipment period, then the phasing result for the nonplanned field is allocated as follows: $40, $30, $20, $10, $100. The phased data for the first four weeks is not recalculated. The phased data for the fifth week is calculated as follows: [($200 multiplied by .100) minus $40 minus $30 minus $20 minus $10].
NOTE: The logic detailed after Step 5 is meant to provide a general framework for phasing result calculations. In some scenarios and for some fields, this logic does not apply.
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