Pricing Administration Guide > Creating Promotions and Deals > The Process of Creating Promotions >

Creating Payments Against Promoted Product Deals

Sales representatives can create payment records against funds, so they can reimburse accounts for running promotions.

For example, an account may run a promotion of a product as a newspaper circular. To pay for this, a sales representative writes a check to the account and then creates the payment record against the fund associated to this promoted product deal.

NOTE:  You can configure your application using Siebel Tools so that a payment record is created whenever a deal is executed on a quote. In addition, you can configure the application so deal payments are deducted from the fund the deal is associated to. Finally, you can configure the application so the fund is set to inactive when it becomes empty or at a certain level above empty. With these configurations, deals would no longer be visible to customers when the funds that pay for them are used up.

To create payments against promoted product deals

  1. From the application-level menu, choose View > Site Map > Promotions Administration > Account Promotions.

    2. The Account Promotions list appears.

  2. In the Account Promotions list, select the record that contains the promoted product deal against which you want to submit payments.
  3. Click the Promoted Products view tab.
  4. Click on a Product hyperlink in the Promoted Products list.
  5. In the Bundled Products list, from the Show drop-down list, select Deal Payments.

    6. The Deal Payments list appears.

  6. In the Deal Payments list, click New.
  7. In the new record in the Deal Payments list, enter the information described in Table 17.

    8. Table 17.  Selected Fields in the Deal Payments List
    Field
    Description
    Deal ID
    System-generated number identifying the deal.
    Status
    The status of the deal, taken from the Deal record.
    Amount
    Required. Enter the amount of the deal payment.
    Currency Code
    The currency of the deal, taken from the Deal record.
    Created
    The date the deal was created.
    Created Name
    The username of the deal creator, taken from the Deal record.
    Comments
    Optional. Enter comments about this deal payment.


 Pricing Administration Guide 
 Published: 18 April 2003