Setting Up PeopleSoft Promotions Management

This chapter provides an overview of the setup for Promotions Management and discusses how to:

• Define customer classes.

• Define customer product lists.

• Establish customer trees.

• Establish product trees.

• Copy trees.

• Delete trees.

• Define fund usage.

• Define sales calendars.

• Define promotion periods.

• Define merchandising types.

• Define merchandising subtypes.

Understanding the Setup for PeopleSoft Promotions Management

Before you can use Promotions Management for the first time, do the following:

• Define application security in the environment.

• Install Promotions Management in the environment.

• Define PeopleSoft general options (user preferences and automatic numbering) in the environment.

  Use the Auto Numbering page to define the prefixes for promotion funds, claim numbers, voucher IDs, customer groups, product groups, price rules, price lists, and promotion codes if you plan to use automatic numbering when you create these entities in Promotions Management.

  Note. The automatic numbering feature for voucher ID, customer group, and product group is for use with Promotions Management only and is not to be used for manual entry into the pages. For example, NEXT functionality is not available when adding new customer groups.

  Note. The automatic numbering feature is optional for promotion funds, claim numbers, and promotion codes. You can always manually enter the entity. The automatic numbering feature is required for voucher ID if Payables is installed, and it's required for customer group, product group, price list, and price rule if Enterprise Pricer is installed.

• Define the inventory environment (items, locations, and inventory business units) if you use Inventory.

• Define the order management environment (products, customers, and Order Management business units) if you use Order Management.

• Define the enterprise pricer environment (arbitration plans) if you use Enterprise Pricer.

• Define the billing environment (Billing business units, bill types, bill source IDs, invoice formats, and invoice numbering IDs) if you use Billing.

• Define the accounts receivable and deduction environment if you use Receivables.

• Define the accounts payable environment (vendors, voucher origin and accounts payable business units) if you use Payables.

• Define the general ledger environment (accounting entry definitions, and journal templates) if you use General Ledger.

• Define Promotions Management business units and options.

• Define Promotions Management setup information.

See Also

Defining User Preferences

Enterprise PeopleTools 8.48 PeopleBook: Security Administration

Defining Customer Classes

To define customer classes, use the Customer Classes component (TD_CUST_TYPE). Before you can use Promotions Management, define customer classes.

Typically, a promotion environment comprises several different classes of customers, each with different handling requirements. Configure Promotions Management to emulate the different classes of customers by creating customer classes. Only customers with an active customer status are associated with the predefined customer classes. These classes are also used to determine which customers appear when you define Promotions Management customer trees.

PeopleSoft Promotions Management delivers the following predefined customer classes:

Page Used to Define Customer Classes

Defining Customer Classes

Access the Customer Class page.

Image Name	Select the object for the customer class. The image object is a Graphic Interchange Format (GIF) file that is used to graphically depict the customer class. This icon appears next to the customer when you add this type of customer to a customer tree.
Edit Table	Select the PeopleSoft table to associate with the customer class. It determines which customers appear for the selected customer class when you add customers to a customer tree.
Allow Child Nodes	Select if you want this class of customer to have children underneath them on the customer tree. For example, you might have a wholesale customer class with multiple indirect customers.

Defining Customer Product Lists

To define customer product lists, use the Customer Product List component (TD_ACCT_ITEM). Defining a customer product list is optional in Promotions Management.

Page Used to Define Customer Product Lists

Defining Customer Product Lists

Access the Customer Product List page.

Currency Code

Select the currency in which the customer normally does business.

Product Details

See Also

Maintaining General Customer Information

Establishing Customer Trees

To establish customer trees, use the Customer Tree component (TD_CUST_TREE_MAN).

To update tree statistics, use the Update Tree Statistics component (TD_GAPTREE_RQST).

This section provides an overview of using customer trees and discusses how to:

• Define general customer tree information.

• Define the customer tree structure.

Using Customer Trees

To define customer trees, use the Customer Tree component (TD_CUST_TREE_MAN). In Promotions Management, customer trees are used to represent the current sales organization and to assign security access to create and maintain promotions for specific customers. This example illustrates a customer tree:

Customer tree

Customer trees are separated into branches to speed overall performance. You can create several branches as part of a larger tree. You can only create a new branch from the root section of the tree and with a node type of Node. To create a new branch, use the Customer Tree page to create a new node and then select the branch link. When you create a new branch, the system saves the branch so that you can immediately work on the new branch. You can also collapse a branch of the tree back into the root tree by selecting that branch in the root tree and selecting the Unbranch link.

You can quickly manipulate customer data using trees within different components. These components include:

• Maintain Funds

• Create National Allowance

• Create Customer Specific Promo

• Create Multiple Customer Promo

Customer trees displayed in these components do not visually display the customer IDs that have been selected for the page, instead a grid below the tree contains the list of customers that have been selected, or the customer ID is populated in a field on the page. In the tree, the customer nodes are represented by the icons defined for the customer class.

While working with a customer tree within one of these components, you can select a single customer or all customers belonging to a particular node. You can add and remove customers from the associated grid by selecting the Add All or Remove All icon next to each node on the tree.

This example shows how a customer tree might appear:

Use this page to define valid customers for a fund code. You can also view the list of customers defined for the fund and control the list of valid customers for the fund.

Pages Used to Establish Customer Trees

Defining General Customer Tree Information

Access the Customer Tree - General Info page.

Defining a customer tree begins with entering general information about the tree. To define a tree:

1. Enter general information (effective date, description, and comments) about the customer tree.

2. Select the Allow Duplicate Customers check box if you want to allow the tree to contain duplicate customers.

3. Indicate how you want to update the tree.

   The system uses the Update Tree Statistics (TD_GAPTREE_RQST) process to update the tree structure after changes are made on the Customer Tree page. Options for updating the tree include:

   • Automatically Run Process: Select to automatically run the update process when the tree is saved. When you select the option, the Run Control ID field appears with the default run process. When you save the tree, and this option is selected, the system submits the batch process to the Process Scheduler. The system then returns to the Customer Tree search page.

   • Manually Run Process: Select to run the update process manually. When you select this option, the system displays the Update Tree button and the Run Control ID field. You can change the value in the Run Control ID field. You can also select to run the Update Tree Statistics process by clicking the Update Tree button, or by submitting a request from the Update Tree Statistics component.

   • Online Update: Select this option to run the Update Tree Statistics process automatically online, without any further action by you.

Defining the Customer Tree Structure

Access the Customer Tree - Customer Tree page.

This section discusses how to:

• Define a customer tree.

• Maintain a customer tree.

Defining Customer Trees

To define a customer tree:

1. Access the Customer Tree page and click the All link.

   When you open this page for the first time, the system displays All as the only node. The Node Details and Security regions of the page are available only after you click the All node link.

   

   Initial view of tree

2. Change the high-level node information (node type and description).

3. Define other nodes for the customer tree.

   1. Click the Add Child link to add a child to the tree.

   2. Click the Add Sibling link to add a sibling.

      After you click either of these links, the system displays (Blank) in the customer tree in the appropriate position for either the sibling or child that you are adding.

4. Enter the node details for the child or sibling.

   Node ID	The system displays and maintains the node ID (an internally generated number that is used to identify a node within the tree).
   Node Type	Select a type. Values are: Node and Customer. If you select Node, enter a description for the node. If you select Customer, select the class of customer and the customer ID.

   Promotions Management provides several useful functions to assist in the creation of customer trees. You can cut and paste entire sections of trees from one level to another, and you can easily delete nodes. You can also make it easier to maintain large trees by adding branches to the tree. Branches make it easy to collapse entire sections of the tree and to maintain smaller sections of the tree one at a time.

   To cut and paste an entire section from one level of the tree to another, select the node that you want to cut, then click the Cut link. Place the cursor on the node where you want the information to be placed, and click either the Paste Child, Paste Sibling, or Cancel Cut links.

   To delete a node, select the node and click the Delete link. The system displays a message giving you the details of the node that you selected for deletion. You can then proceed to delete the node or cancel the deletion.

   To add a branch to the tree, select the node that you want to branch, then click the Branch link. To unbranch a section of the tree, select the node that you want to unbranch, then click the Unbranch link

5. Define the security level for the node.

   1. Select how to maintain the level of security for this node (whether it is a node or a customer node). Values are: Role or User ID.

   2. Select the activities that this user ID or role can approve throughout the rest of the Promotions Management application.

      Options are: Promotions, National Allow. (national allowances), Payments, Claims, and Funds.

   3. Indicate whether this user ID or role can change the promotion status to customer approved.

      Select Promotion Customer Status if this user ID or role can change the promotion status for all promotions that are created for customers at or below this node in the customer tree.

      Note. If you assign a user or role to a high-level node, then that user or role has access to everything below that node in the customer tree. You do not need to attach the user or role to every node on the tree. Also, for security purposes, if no user or role exists on a lower-level node, the system examines each higher-level node of the customer tree until it finds a level that has a role or user specified.

   4. View the users or roles that have access to a particular level of the tree.

      Select a node, and then click the View All Access link. The Authorized Users & Roles page appears. Use the Authorized Users & Roles page to view every user and role that has access to that node on the tree.

Maintaining Customer Trees

To maintain a customer tree:

1. Display the customer tree.

   If you place the cursor over the customer image, the system displays the customer ID.

2. Modify the customer tree.

   If the customer tree status is inactive, you can:

   • Change the node details or security for the existing levels of the tree.

   • Add new levels to the tree.

   • Branch and unbranch nodes on the tree.

   • Delete levels of the tree.

3. If the customer tree status is active, you can:

   • Change the node details or security for the existing levels of the tree.

   • Add new levels to the tree.

   • Branch and unbranch nodes on the tree.

   • Delete any new levels of the tree that you are currently adding.

You cannot delete any of the existing levels of the tree if the customer tree status is active.

See Also

Defining Customer Classes

Establishing Product Trees

To establish product trees, use the Product Tree component (TD_PROD_TREE_MAN).

This section provides an overview of using product trees and discusses how to:

• Define general product tree information.

• Define the product tree structure.

Using Product Trees

To define product trees, use the Product Tree component (TD_PROD_TREE_MAN). Use the Product Tree component to establish Promotions Management product trees, which represent products and how you want to promote them. You can also define a promotional group when defining a product tree. Products and promotional groups can be at the same level on the tree. This example illustrates a product tree:

Product tree

Product trees are separated into branches to speed overall performance. You can create several branches as part of a larger tree. You can only create a new branch from the root section of the tree and with a node type of Node. To create a new branch, use the Product Tree page to create a new node and then select the branch link. When you create a new branch, the system saves the branch so that you can immediately work on the new branch. You can also collapse a branch of the tree back into the root tree by selecting that branch in the root tree and selecting the Unbranch link.

You can quickly manipulate product data using trees within different components. These components include:

• Maintain Funds

• Create National Allowance

• Create Customer Specific Promo

• Create Multiple Customer Promo

The product trees displayed in these components do not visually display the products or promotion groups that have been selected for the page, instead a grid below the tree contains the list of products and promotion groups that have been selected, or the product ID is populated in a field on the page. In the tree, the product and promotion group nodes are represented by icons.

While working with a product tree within one of these components, you can select a single product or promotion group or all products and promotion groups belonging to a particular node. You can add and remove products and promotion groups from the associated grid by selecting the add all or remove all icon next to each node on the tree.

This example shows how a product tree might appear:

Use this page to define valid products and promotion groups for a fund code. You can also view the list of products and promotion groups defined for the fund and control the list of valid products and promotion groups for the fund.

Pages Used to Establish Product Trees

Defining General Product Tree Information

Access the Product Tree - General Info page.

Defining a product tree begins with entering general information about the tree. To define a tree:

1. Enter general information (effective date, description, and comments) about the product tree.

2. Indicate how you want to update the tree.

   The system uses the Update Tree Statistics (TD_GAPTREE_RQST) process to update the tree structure after changes are made on the Product Tree page. Options for updating the tree include:

   • Automatically Run Process: Select to automatically run the update process. When you select the option, the Run Control ID field appears with the default run process. When you save the tree and this option is selected, the system submits the batch process to the Process Scheduler. The system then returns to the Product Tree search page.

   • Manually Run Process: Select to run the update process manually. When you select this option, the system displays the Update Tree button and the Run Control ID field. You can change the value in the Run Control ID field. You can also select to run the Update Tree Statistics process by clicking the Update Tree button, or by submitting a request from the Update Tree Statistics component.

   • Online Update: Select this option to run the Update Tree Statistics process automatically online, without any further action by you.

Defining the Product Tree Structure

Access the Product Tree - Product Tree page.

This section discusses how to:

• Define product trees.

• Maintain product trees.

Defining Product Trees

To define a product tree:

1. Access the Product Tree page, and click the All link.

   When you open this page for the first time, the system displays All as the only node. The node details and security regions of the page are available only after you click the All node link.

   

   Initial view of tree

2. Change the high-level node information (node type and description).

3. Define other nodes for the product tree.

   1. Click the Add Child link to add a child to the tree.

   2. Click the Add Sibling link to add a sibling.

      After you click either of these links, the system displays (Blank) in the product tree in the appropriate position for either the sibling or child that you are adding.

4. Enter the node details for the child or sibling.

   Node ID

   The system displays and maintains the node ID (an internally generated number that is used to identify a node within the tree).

   Node Type

   Select a type. Values are: Node, Product, and Promotion Group. If you select a node type of Product, select the product ID. If you select a node type of Promotion Group, enter a group ID and description for the promotion group. Then select the product ID to associate with the group. You can select more than one product ID. Enter the weighting for each product in the promotion group in the Weighting field. Use this field to define how much you sell of one particular product in the promotion group in relationship to the other products in the group. For example, a weighting of 2.00 for Product A and of 1.00 for Product B means you sell twice the amount of Product A as Product B. Note. PeopleSoft Promotions Management uses the Weighting field in its profitability calculations for customer promotions that are defined for a promotion group.

   Promotions Management provides several functions to assist in the creation of product trees. You can cut and paste entire sections of a tree from one level to another, and you can easily delete a node. You can also make it easier to maintain large trees by adding branches to the tree. Branches make it easy to collapse entire sections of the tree and to maintain smaller sections of the tree one at a time.

   To cut and paste an entire section from one level of the tree to another, select the node that you want to cut, then click the Cut link. Place the cursor on the node where you want the information to be placed and click either the Paste Child, Paste Sibling, or Cancel Cut links.

   To delete a node, select the node and click the Delete link. The system displays a message giving you the details of the node that you selected for deletion. You can then proceed to delete the node or cancel the deletion.

   To add a branch to the tree, select the node that you want to branch, then click the Branch link. To unbranch a section of the tree, select the node that you want to unbranch, then click the Unbranch link

5. Define the security level for this node.

   1. Select how you want to maintain the level of security for this node, whether it is a node, a product node, or a promotional group node. Options include: Role or User ID.

      Note. If you assign a user or role to a high-level node, then that user or role has access to everything below that node in the product tree. You do not need to attach the user or role to every node on the tree. Also, for security purposes, if no user or role exists on a lower-level node, the system examines each higher-level node of the product tree until it finds a level that has a role or user specified.

   2. View the users or roles that have access to that particular level of the tree.

      Select a node and click the View All Access link. The Authorized Users & Roles page appears. Use the Authorized Users & Roles page to view every user and role that has access to that node on the tree.

Maintaining Product Trees

To maintain a product tree

1. Display the product tree.

   If you place the cursor over the product image, the system displays the product ID.

2. Modify the product tree.

   If the product tree status is inactive, you can:

   • Change the node details or security for existing levels of the tree.

   • Add new levels to the tree.

   • Branch and unbranch nodes on the tree.

   • Delete levels of the tree.

3. If the product tree status is active, you can:

   • Change the node details or security for existing levels of the tree.

   • Add new levels to the tree.

   • Branch and unbranch nodes on the tree.

   • Delete any new levels of the tree that you are currently adding.

You cannot delete any of the existing levels of the tree if the product tree status is Active.

Note. To maintain the products under a promotion group, you must select the promotion group from the product tree and not the individual products that exist under the promotion group.

Copying Trees

The Copy Promotions Mgmt Tree (copy promotions management tree) application engine process (TD_COPY_TREE) copies a customer or product tree to another customer or product tree.

Note. The default status of the new tree is inactive. You must change the tree to an active status before you can use it in the system.

See Also

Enterprise PeopleTools 8.48 PeopleBook: PeopleSoft Process Scheduler

Page Used to Copy Trees

Deleting Trees

The Delete Promotions Mgmt Tree (delete promotions management tree) application engine process (TD_DEL_TREE) deletes a customer or product tree with a status of inactive or active.

Note. Be sure that the tree that you are deleting is not being used in the system. The system does not prevent you from deleting a tree that is defined as an active customer tree, active product tree, or active approval tree on the Promotions Options - General Options page.

See Also

Enterprise PeopleTools 8.48 PeopleBook: PeopleSoft Process Scheduler

Page Used to Delete Trees

Defining Fund Usage

To define fund usage, use the Fund Usage component (TD_FUND_USAGE).

This section discusses how to define fund usage.

Page Used to Define Fund Usage

Defining Sales Calendars

To define sales calendars, use the Sales Calendar component (CALENDAR_BLDR_TD).

This section discusses how to define sales calendars.

Note. Before you can use Promotions Management, you must define a sales calendar.

Page Used to Define Sales Calendars

Defining Sales Calendars

Access the Sales Calendar page.

To define a sales calendar:

1. Select a begin date and end date for the sales calendar.

2. Select a type of calendar period.

   Calendar Period	Select the type of period. Options are: Monthly, Bi-Monthly, Quarterly, Semi-Annual, or Yearly.
   Monthly Allocation Type	If you use a monthly calendar period, select a monthly allocation type: 12 period Calendar: monthly. 13 period Calendar: 13 periods of 4 weeks each. 12 non-monthly periods, divided into four sets of three periods each, with the three periods in each set made up, respectively, of either four, four, and five weeks (445 Calendar); or four, five, and four weeks (454 Calendar); or five, four, and four weeks (544 Calendar).
   Periods in a Year	This field is directly related to the type of period selection. For example, if you select Monthly as the period type, the system displays 12 in the Periods in a Year field.

3. Click the Generate button to generate the periods in the sales calendar.

4. Verify the sales periods and make changes to the sales period, begin date, end date, and period names as required.

   The system displays a row for each period in the range that you indicated, with the information automatically inserted in the Sales Period, Begin Date, End Date, and Period Name fields. You can then change any of these fields for each period.

Defining Promotion Periods

To define promotion periods, use the Promotion Periods component (TD_PROMO_PERIOD).

When you enter a promotion period during the creation of a customer promotion or national allowance, the system displays by default the dates (first order date, last order date, first scheduled ship date, last scheduled ship date, first requested arrival date, last requested arrival date, first performance date, and last performance date) for this period. You can override the dates.

Page Used to Define Promotion Periods

Defining Merchandising Types

To define merchandising activities, use the Merchandising Types component (TD_MERCH_TYPE).

This section discusses how to define merchandising types.

Page Used to Define Merchandising Types

Defining Merchandising Types

Access the Merchandising Types page.

When you create a customer promotion, you specify discounts for specific merchandising types. Merchandising types define the different types of merchandising activities that exist in your promotional environment. Using this page, you can define default values that the system applies to a customer promotion or multiple customer promotions when you enter the merchandising type on the promotion.

Note. Depending on the values you select, the content of this page can change.

Purchasing Defaults

Use this group box to define merchandising type default values for purchasing merchandising activities. The group box is available when you select Purchasing in the Merch Activity field.

If you specify an Adjustment Type of Bill Back or Off-Invoice, you can define default values for the maximum quantity, price type, price action type, and whether to cascade or sum discounts when multiple discounts are applied for the promotion. You can also specify default values for promotional limitations that include for example, whether you want customers to receive promotional discounts based on their period-to-date totals, to allow the promotional discount to be applied to a list price, or to allow the promotional discount to be applied to a buying agreement price.

See Defining Products and Product Discounts for the National Allowance.

If you select the Tiered Pricing check box, the Increment field becomes available for you to enter the increments for pricing. Tiered pricing is only available for promotional activities when Discount is selected as the price action type, and Quantity is selected as the price type.

If you select an Adjustment Type of Lump Sum, you can define a default value for the Lump Sum Cost.

Consumption Defaults

Use this group box to define merchandising type default values for consumption merchandising activities. The group box is available when you select Consumption in the Merch Activity field.

Defining Merchandising Subtypes

To define merchandising subtypes, use the Merchandising Subtypes component (TD_MERCH_SUBTYPE).

Use the Merchandising Subtypes page to define subtypes for the merchandising activities.

Page Used to Define Merchandising Subtypes