Siebel Consumer Sector Guide > Trade Funds > End-User Procedures >

Submitting Payments Against Funds

Before running promotions, key account managers can create deals against a promotion or promoted product. Once they have run the promotion, they submit payments against the deals.

To create a deal for a promotion

  1. Navigate to the Promotions screen.
  2. In the Account Promotions list, select a promotion.
  3. Click the Deals view tab.
  4. In the Deals list, add a new record.
  5. Fill in the fields.

To create a deal for a promoted product

  1. Navigate to the Promotions screen.
  2. In the Account Promotions list, select a promotion.
  3. Click the Promoted Products view tab.
  4. In the Promoted Products list, select a product.
  5. Drill down on the Product hyperlink.

    6. The Promoted Product Detail view appears.

  6. Click the Deals view tab.
  7. In the Deals list, add a new record and complete the necessary fields.

To submit payments against a deal for a promotion

  1. Navigate to the Promotions screen.
  2. In the Promotions list, select a promotion.
  3. Click the Deals view tab.
  4. In the Deals list, select a deal.
  5. Click the Payments subview tab.
  6. In the Payments list, add a new record and complete the necessary fields.

To submit payments against a deal for a promoted product

  1. Navigate to the Promotions screen.
  2. In the Account Promotions list, select a promotion.
  3. Click the Promoted Products view tab.
  4. In the Promoted Products list, select a product.
  5. Drill down on the Product hyperlink.

    6. The Promoted Product Detail view appears.

  6. Click the Deals view tab.
  7. In the Deals list, select a deal.
  8. Click the Payments subview tab.
  9. In the Payments list, add a new record and complete the necessary fields.

 Siebel Consumer Sector Guide 
 Published: 18 April 2003