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

Associating Baseline and Shipment Data with Promoted Products

Key account managers can associate baseline and shipment data with promoted products. Baseline and shipment data can be associated only with promoted products and cannot be directly associated with a promotion.

A baseline record or a shipment record can be associated with more than one promoted product. For example, if you add the same product to two promotions, each for the same account and each with the same promotion end dates, you create two promoted products that share the same baseline and shipment record.

Promotion Planning Controls

The promotion planning process uses controls to enhance usability for key account managers.

When you navigate to the Promotion List view (Promotions screen > Promotion List view), the following controls exist:

• Revise. Creates a copy of the active record, incrementing the value in the Revision field by 1.
• Products. Adds products as promoted products of the promotion. For more information about the products that are added, see User Properties.
• Baseline. Associates baseline records based on account, promoted product, and promotion start and end dates. Baseline data is adjusted for partial weeks. Then, a user can add incremental volume to each baseline record.
• Spread. Spreads the estimated incremental volume across the intersection baseline records, based on the following formula.

  Estimated Incremental volume multiplied by (Promotion baseline of the intersection baseline record divided by the total baseline for the promotion).

  If the number of records within a promotion hierarchy change (for example, a promoted category is deleted), you must click the Spread button again to redistribute the data across the remaining records.

  NOTE:  After an incremental volume is entered for a promotion and the volume is evenly distributed (to the nearest whole dollar) to the baseline records for promoted products, the remainder is randomly distributed to the baseline records for promoted products.

  CAUTION:  If the user prefers to use another method for spreading volume, further configuration is required.

  For information about how to configure the Spread button, see Configuring the Spread Button.

• Shipment. Associates shipment records based on account, promoted product, and shipment start and end dates. Shipment data is adjusted for partial weeks.
• Aggregate. Aggregates the values in the Incremental field in the Promoted Product Baseline list for promotions. For each product that is associated with a given account, the values in the Incremental field are summed up for all existing promotions. Then, the Incremental Qty field for the product in the Product Baseline list in Sales Volume Planning is updated with this summarized value. Then, the summarized value is aggregated up the entire category hierarchy (not up the account hierarchy) in Sales Volume Planning.

All buttons and methods for Trade Promotions Configurators are described in Table 16.

To associate baseline and shipment data with promoted products

1. Navigate to the Promotions screen > Promotion List view.
2. Select a record in the Promotion List, click Baseline, and then click Shipment.

   The system identifies all baseline records that exist during the promotion Start and End periods for that account and promoted product, and associates these records with the promoted product.

   Baseline and shipment data are adjusted for partial weeks.

   NOTE:  Use the Baseline button before the promotion. Use the Shipment button after the promotion to evaluate the promotion.

3. Drill down on the Promotion field hyperlink.

   The Promoted Categories list appears.

4. Select the category that contains the promoted product or products with which you want to associate baseline and shipment data.
5. In the Promoted Products list, select a product record.

   The Promoted Product Baseline view displays all baseline data for all periods that fall between the shipment start date and the shipment end date for the account and the selected product.

6. Drill down on the Product field hyperlink, then click the Shipments view tab.

   The Shipments view displays all shipment data for all periods that fall between the shipment start date and the shipment end date for the account and the selected product.

   Some fields are described in the following table.

   Field	Comment
   Shipment	The quantity associated with sales volume without a promotion.
   %	Promotion Shipment Percent. An adjustment made when the first or last week of a promotion is not the same duration as a full week in the corresponding shipments record.
   Promotion Shipment	The quantity derived by multiplying Shipment times percent.

7. Navigate back to the Promoted Product Baseline list and enter values in the Incremental field for each period in the promotion.

   These values are rolled up into the estimated incremental value for the promoted product, the promotion, and the plan.

   Some fields are described in the following table.

   Field	Comment
   Baseline	The quantity associated with sales volume without a promotion.
   %	Promotion Baseline Percent. An adjustment made when the first or last week of a promotion is not the same duration as a full week in the corresponding baseline.
   Promotion Baseline	The quantity derived by multiplying Baseline times percent.