Siebel Consumer Sector Guide > Trade Promotions > End-User Procedures for Trade Promotions >

Creating Promotions for an Account

Key account managers can create promotions for individual accounts that are not part of plans. They add products to the promotions and create deals to cover the cost of the promotions.

Key account managers can use corporate promotions as a template to create their account promotions. The corporate promotion can be used as many times as desired.

Key account managers have the option of associating the promotion with a corporate promotion, in which case the promotion will inherit the attributes of the corporate promotion.

The ID of the template will display rather than and ID for that record. This allows users to search for linked promotions, using this ID value.

To find the ID for a copied record, use the application-level menu to choose Help > About Record.

Promotions are established and run for categories of products. Key account managers can simulate promotions using category lift factors. For information on promotion simulation, see Simulating Promotions for Promoted Products and Categories.

To create promotions for accounts

1. Navigate to the Promotions screen > Promotion List view.
2. Create a new account promotion record.
3. In the Promotion field, enter a name for the account promotion record.

   NOTE:  In the Corporate Promotion field, the user either leaves the field blank or selects a corporate promotion from the pick list. If the user selects a corporate promotion, the account promotion record inherits the corporate promotions attributes.

4. In the Account field, select an account record to associate with the promotion.
5. Complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Account	Account for which the promotion was created.
   Active	A check mark indicates that the promotion is still active.
   Category	Product category associated with the account.
   Organization	The name of the organization executing the promotion.
   Promotion	Name of the Promotion.
   Corporate Promotion	Name of an existing promotion created by brand or sales management, or by the key account manager. This field is auto-filled if the account has a primary account promotion profile. May also be a new name given to the promotion you create.
   Revision	The revision number of the promotion.
   Status	Current status of the promotion. LOV Type: PROMOTION_STATUS
   Type	Type of promotion on which the account promotion is based.
   Act. Baseline	Actual Baseline Volume. This is assumed to be equal to estimated base volume.
   Act. Incremental	Actual Incremental Volume. This field displays the actual total volume minus the actual baseline volume.
   Act. Total	Actual Total. The field displays the sum of the shipments.
   Lift	This field interacts with the Est. Baseline field. As long as either one is updated, the other is updated automatically.
   Consumption End Date	Date when consumer purchases under this promotion end. This date can be after the promotion end date.
   Consumption Start Date	Date when the products are available for purchase by consumers. If consumption information for each promotion is obtained from external databases, the start and end dates can be used to restrict the list of consumption records. This date must be within the period of the promotion.
   Est. Baseline	Estimated Baseline. This field displays the total estimated baseline volume rolled up from promoted products.
   Est. Incremental	Estimated Incremental. This field displays the total incremental volume rolled up from promoted products.
   Est. Total	Estimated Total. This sum of the estimated baseline volume and the estimated incremental volume.
   Price List	The price list associated with the promotion.
   Promotion End	Date when the promotion ends.
   Promotion Start	Date when the promotion begins.
   Shipment End Date	Date when shipments for this promotion will end. The date cannot be after the Promotion End Date.
   Shipment Start Date	Date when shipments for this promotion can begin. This date can be before the promotion start date.