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

Creating an Account Promotion

Account managers can create promotions for individual or multiple accounts. Creating these account promotions is necessary to make the promotion visible to customers at the accounts.

Account managers may use corporate promotions as templates for their account promotions.

After creating an account promotion, the account managers must add products to the promotion and create promoted product deals to cover the cost of the promotion.

NOTE:  The Status field can be used to track the account promotion as it goes through the approval process. You can configure the Status field using Siebel Business Process Designer to make the approval workflow automatic.

To create an account promotion

  1. From the application-level menu, choose View > Site Map > Promotions Administration > Account Promotions.
  2. In the Account Promotions list, click New.
  3. In the new record, click the select button in the Promotion field.

    4. The Promotions dialog box appears.

  4. In the Promotions dialog box:
    1. If you want to base the new account promotion on an existing promotion, select the existing promotion and click OK.
    2. If you do not want to base the new account promotion on an existing promotion, click New to add a new record to the Promotions dialog box, enter information about the new account promotion in this record as described in Table 14, and click OK.

      3. The new record in the Account Promotions list is filled in with information from the Promotions dialog box and with other defaults.

  5. In the new record of the Account Promotions list and in the More Info dialog box, change the defaults as necessary, by entering the information described in Table 14.

    6. Table 14.  Fields in the Account Promotion List
    Field
    Description
    Name
    Enter a name for the account promotion.
    Promotion
    Optionally, select a promotion to be used as the basis or template for the account promotion.
    Status
    Select the status of the promotion. Typical statuses are New, Pending Approval, Approved 1, Approved 2.
    Active
    Check this box to make the promotion active.
    All Accounts
    Check this box to make the promotion available to all accounts.
    Account
    Select one or more accounts that the promotion will be available to.
    Period
    Select the time period during which the promotion is valid.
    Type
    Enter the type of promotion.
    Revision
    This system-generated field displays the number of times this promotion record has been revised.
    Category
    Select the product category of the promoted product.


 Pricing Administration Guide 
 Published: 18 April 2003