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

Creating Promotions for an Account

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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.

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

Navigate to the Promotions screen.
In the Account Promotions view, click New.
In the Promotions dialog box, add a record by using one of the following options:
Click the New button to create a new promotion
Query for an existing promotion that you can use as a template
Complete the necessary fields in the record.

Some of the fields in the Account Promotions view are described in Table 28.

Table 28. Selected Fields in the Account Promotions View

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.
Profile	The promotion profile associated with the promotion.
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.
Actual Baseline Volume	This is assumed to be equal to estimated base volume.
Actual Funds	This calculated field displays the total paid payments for the promotion.
Actual Incremental Volume	This field displays the actual total volume minus the actual baseline volume.
Actual Total Volume	The field displays the sum of the shipments.
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.
Estimated Baseline Volume	This field displays the total estimated baseline volume rolled up from promoted products.
Estimated Funds	This amount of the deals that have been allocated for the promotion.
Estimated Incremental Volume	This field displays the total incremental volume rolled up from promoted products.
Estimated Total Volume	This sum of the estimated baseline volume and the estimated incremental volume.
Price List	The price list associated with the promotion.
Promotion End Date	Date when the promotion ends.
Promotion Start Date	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.

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