Pricing Administration Guide > Creating Promotions and Deals > The Process of Creating Promotions >
Creating a Fund
Corporate managers or account managers create funds to be used to cover the cost of promoted product deals.
Promotions are only visible if there is a valid fund associated to the promoted product. In addition, you can configure the application using Siebel Tools so that:
- Each time a customer buys a promoted product, a deal payment is created for the discounted amount, and that payment is deducted from the fund.
- Once the fund has been spent, the promotions are no longer available.
For more information about Siebel Tools, see Siebel Tools Reference.
To create funds
- From the application-level menu, choose View > Site Map > Promotions Administration > Funds.
- In the Funds list, click New.
- In the new record and the More Info form, enter the information described in Table 12.
Table 12. Fields in the Funds List
Field
|
Description
|
Fund ID
|
System-generated ID number for the new fund.
|
Created By
|
System-generated field with the login name of the person who created the fund.
|
Start Date
|
Date when the fund becomes available. Entered automatically when you enter the Period field.
|
Description
|
Enter a description of the fund.
|
Name
|
Enter a name for the fund.
|
End Date
|
Date when the fund is no longer available. Entered automatically when you enter the Period field.
|
Amount
|
Enter the total amount of money to be provided by the fund.
|
Active
|
There must be a check mark in this field to make the fund active. You can remove the check mark if you want to make the fund temporarily inactive.
|
Type
|
Select the fund type from the picklist. The available types are Fixed, Accrual, and Mixed.
You can select Accrual or Mixed, only if your Siebel administrator has defined accrual rules using Siebel Business Process Designer. For more information about Siebel Business Process Designer, see Siebel Business Process Designer Administration Guide.
|
Period
|
Click the select button, and use the Pick Period dialog box to select the period when this fund is active. The Start Date and End Date fields of the Fund record are automatically filled in with the Start Date and End Date fields of the period record that you select.
|
