Siebel Consumer Sector Guide > Trade Funds > Administrator Procedures for Consumer Sector Funds >

Reviewing Deals

You can review a deal for a promotion or for a promoted product, or review all the deals that have been created against a fund.

To review a deal for a promotion

1. Navigate to the Promotions screen > Promotion List view.
2. Drill down on the Promotion field hyperlink for a selected promotion, and click the Deals view tab.
3. Select the deal record you want to review.

   NOTE:  The Deals view displays deals for the promotion and any deals for promoted products that belong to the promotion.

4. Click the Details subview tab and review the available fields.

   Some fields are described in the following table.

   Field	Comments
   Amount	The amount of the deal.
   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.
   ID	System-generated identification number of the deal.
   Deduction Flag	Y indicates that the promotion can be paid by using a deduction. N indicates that the promotion cannot be paid by using a deduction. The default value for this field is N. In the standard product, this field does not drive any behavior in the application; further customization is necessary to do so. For more in formation on deductions, see Deductions.
   Est. Pay Date	Estimated Pay Date. Estimated date of 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.
   Fund	Name of the fund from which the deal will be made.
   Fund ID	System-generated identification number of the fund.
   Max. Qty	The maximum quantity covered by the deal. In the standard product, this field does not drive any behavior in the application; further customization is necessary to do so.
   Min. Qty	The minimum quantity covered by the deal. In the standard product, this field does not drive any behavior in the application; further customization is necessary to do so.
   Payments Paid	The amount of payments that have been paid for the deal.
   Payments Pending	The amount of pending payments for the deal.
   Payments Submitted	The amount of payments that have been submitted for the deal.
   Price Adj. Amt	Price Adjustment Amount. The amount of price adjustment that will be given. 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.
   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. LOV Type: PRICER_CALCULATION_SIMPLE_TYPE
   Stackable	Indicates that the deal is not exclusive, and 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.
   Type	Fund type, either Accrual or Fixed. LOV Type: MDF_ALLOCATION_TYPE

To review a deal for a promoted product

1. Navigate to the Promoted Products screen.
2. Drill down on the Product field hyperlink for a selected product, and click the Deals view tab.
3. In the Deals list, select a deal record.
4. Click the Details subview tab.

   Some fields are described in Step 4.

To review deals created for a fund

1. Navigate to the Administration - Data screen > Funds view.
2. In the Funds list, select a fund record.
3. Click the Deals view tab.

   The deals that have been created from the fund and the payments from the fund appear.