Siebel Consumer Sector Guide > Deductions > End-User Procedures >

Preauthorizing Deductions

Key account managers (KAMs) can arrange with their customers to take deductions as reimbursement for promoting your company's products, and KAMs can preauthorize these deductions. Preauthorizing the use of trade funds to pay for deductions reduces the time spent resolving deductions.

To preauthorize a deduction

  1. Navigate to the Promotions screen.

    2. The Account Promotions list appears.

  2. From the Account Promotions list select the appropriate promotion name.

    3. NOTE:  If the promotion does not exist, you can create one. For more information, see Trade Promotions.

  3. Click the Deals view tab.
  4. In the Deals list, select the appropriate deal.

    5. If the deal does not yet exist, and you have privileges to do so, you can create a new deal. For information on creating deals, see Creating Deals for Promotions.

  5. In the Deals list, click in the Deductions field to place a check mark in the box.

    6. When you step off the field, the check mark will be replaced with a Y.

    NOTE:  You can also create deals at the Promoted Product level and preauthorize them for deduction in the Promotion Fund Allocations view. For more information, see Trade Promotions.

    NOTE:  Fields in the Promotions > Deal > Payment tab are populated when the deduction is resolved by payment through the Deductions > Resolution view.


 Siebel Consumer Sector Guide 
 Published: 18 April 2003