Siebel Consumer Goods Guide > Trade Promotions > Working with Promoted Categories (End User) >

Creating a Deal for a Promoted Category

Key account managers can create and view a list of deals that fund a promoted category, and view information about each deal's planned and actual spending.

To create a deal for a promoted category

1. Navigate to the Plans screen.
2. In the Plan List view, select the plan record containing the promoted categories.
3. Drill down on the Name field hyperlink.

   The Promotions list appears.

4. In the Promotions list, drill down on the Name field hyperlink for the promotion that contains the promoted categories.

   The Promoted Categories list appears, displaying the list of categories in the promotion.

5. In the Promoted Categories list, click the Category field hyperlink of the promoted category for which you want to create a deal.

   The Deals list appears.

6. In the Deals list, create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Fields	Comments
   Deal ID	System-generated identification number of the deal.
   Status	Status of the deal.
   Type	Type of deal, such as Bill Back, Fixed Cost, or Off Invoice. Select a value from the drop-down list.
   Deal Category	Type of deal category. This field is automatically populated when you select a type of deal in the Type field: If the type of deal is Bill Back, the deal category is Deferred. If the type of deal is Off-Invoice, the deal category is On-Invoice. For a Deferred or On-Invoice deal category, you can enter data in the Volume and Cost Per Case fields in the Deals list and in the Volume and Rate fields in the Payments view tab for this deal. You cannot enter data in the Amount field in the Deals list and in the Payments view tab for this deal. If the type of deal is Fixed, the deal category is Fixed. For a Fixed deal category, you can enter data in the Amount field in the Deals list and in the Payments view tab for this deal. You cannot enter data in the Volume and Cost Per Case fields in the Deals list and in the Volume and Rate fields in the Payments view tab for this deal.
   Fund	Name of the fund from which the deal is made.
   Deal Volume	Quantity in the deal. For information about when you can enter data in this field, see the Deal Category field description.
   Cost Per Case	Cost of each case in the deal. For information about when you can enter data in this field, see the Deal Category field description.
   Amount	Amount of the deal. For information about when you can enter data in this field, see the Deal Category field description.
   Est. Pay Date	Estimated date of the 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.
   Promoted Price	Promoted price of each item in the deal.
   Retail Price	Retail price of each item in the deal.
   On-Invoice Deal Amount	Amount of the deal for the on-invoice deal category.
   Deferred Deal Amount	Amount of the deal for the deferred deal category.
   Fixed Deal Amount	Amount of the deal for the fixed deal category.
   Deal Payment Volume	Quantity that the deal payments cover.
   On-Invoice Deal Payment Volume	For the on-invoice deal category, quantity that the deal payments cover.
   On-Invoice Deal Payment	For the on-invoice deal category, the payments for the deal.
   Deferred Deal Payment	For the deferred deal category, the payments for the deal.
   Fixed Deal Payment	For the fixed deal category, the payments for the deal.
   Payment Pending	The value of the payments pending for the deal.
   Payment Submitted	The value of the payments submitted for the deal.
   Payments Paid	The value of the payments paid for the deal.
   Min. Quantity	Minimum quantity to include in the deal. The default value is 1.
   Max. Quantity	Maximum quantity to include in the deal. The default value is 1.
   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.
   Price Adj. Amount	Price Adjustment Amount. The amount of price adjustment that is given with the deal. 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.
   Stackable	Indicates that the deal is not exclusive, and it 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.
   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.
   Phasing Enable	Indicates if phasing is enabled for the promotion. You can use phasing if you want to allocate throughout the weeks of a promotion period the aggregate cost, volume, and payment information for that period.