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Siebel Consumer Sector Guide > Trade Funds > Administrator Procedures >

Creating a Fund

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Marketing administrators create funds for use by key account managers. Funds can be manually created by marketing administrators or automatically generated using fund groups. Fund groups are used to hold created funds and have generic information that administrators can apply when generating a fund. There are two types of funds, fixed and accrual, that can be created by marketing administrators.

Creating a Fixed Fund

Fixed funds have a predetermined amount (for example, $5,000) allocated in a lump sum that can be used over a specified period of time. Administrators can manually create or automatically generate fixed funds.

To manually create a fixed fund

From the application-level menu, choose View > Site Map > Data Administration > Funds.
In the Fund list, add a new record.
Click the Type drop-down list and select Fixed.
Fill in the fields.

To automatically generate a fixed fund

From the application-level menu, choose View > Site Map > Data Administration > Fund Groups.
In the Fund Groups list, add a new record.
Click the Type drop-down list and select Fixed.
Click the Accounts view tab.
In the Accounts list, add eligible accounts to the fund.

To be eligible, an account must have the following attributes:

The account must have the same organization as the fund group.
The account has the "Fund Eligible" flag checked.

NOTE:  To verify that the Fund Eligible flag is checked, navigate to the Accounts screen > More Info.

Fill in the percentage field for each account.

The value in the Percentage field determines how much of the associated Fund will be allocated to the account.

Click the Target Products view tab.
In the Target Products list, click Products.

All products of the target category and any sub-categories are automatically listed.

In the Funds list, click Generate.

Fixed funds are created based on the fund group and the accounts.

Creating an Accrual Fund

Accrual funds are calculated by product sales (for example, $1.50 per case x 5000 cases sold =$7,500). Once established, they can be used over a specified period of time. Administrators can manually create or automatically generate accrual funds.

To manually create an accrual fund

From the application-level menu, choose View > Site Map > Data Administration > Funds.
In the Fund list, add a new record.
Click the Type drop-down list and select Accrual.
Complete the necessary fields

Some of the fields in the Funds list are described in Table 30.

Table 30. Selected Fields in the Funds List

Fields	Comments
Account	The account that is eligible for the fund.
Source Category	The category whose associated products generate accruals.
Target Category	The category whose associated products may use the fund.
Basis	The value used to accrue funds (for example, Cases or Revenue). LOV Type: CS_FUND_BASIS
Basis Period	The period of time for which the basis is valid.

To automatically generate an accrual fund

From the application-level menu, choose View > Site Map > Data Administration > Fund Groups.
In the Fund Groups list, add a new record.
Click the Type drop-down list and select Accrual.
Click the Accounts view tab.
In the Accounts list, add eligible accounts to the fund.

To be eligible, an account must have the following attributes:

The account must have the same organization as the fund group.
The account has the "Fund Eligible" flag checked.
Click the Target Products view tab.
In the Target Products list, click Products.

All products of the target category and any subcategories are automatically listed.

Click the Source Products view tab.
In the Source Products list, click Products.

All products of the source category and any subcategories are automatically listed.

In the Funds list, click Generate.

Accrual funds are created based on the fund group and the accounts.

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