Siebel Consumer Goods Guide > Trade Funds >

Reviewing Deals

You can review a deal for an account promotion, a promoted category, and a promoted product, or you can review the deals for a fund.

This task is a step in Process of Managing Trade Funds.

To review a deal for an account promotion

1. Navigate to the Promotions screen, then the Account Promotions List view.
2. Drill down on the Promotion field hyperlink for the account promotion, and click the Deals view tab. For details about the fields in the Deals view, see Creating Deals for Account Promotions.
3. Select a deal and scroll down to the Payments view to examine payments for this deal.

   The records in this view are created when you submit payments against funds. For more information, see Submitting Payments for Funds (End User).

4. Click the Bundled Products view tab to examine details of the bundled products for this deal.

Use the following procedure to review a deal for a promoted category.

To review a deal for a promoted category

1. Navigate to the Promotions screen, then the Account Promotions List view.
2. Drill down on the Promotion field hyperlink for an account promotion.
3. Scroll down to the Promoted Categories list, and drill down on the Category field hyperlink.

   Details about deals for the promoted category appear in the Deals view. For details about the fields in this view, see Creating Deals for Promoted Categories.

4. Select a deal and scroll down to the Payments view to examine payments for this deal.

   The records in this view are created when you submit payments against funds. For more information, see Submitting Payments for Funds (End User).

5. Click the Bundled Products view tab to examine details of the bundled products for this deal.

Use the following procedure to review a deal for a promoted product.

To review a deal for a promoted product

1. Navigate to the Promotions screen, then the Account Promotions List.
2. Drill down on the Promotion field hyperlink for an account promotion.
3. Scroll down to the Promoted Categories list, and select a category.
4. Scroll down to the Promoted Products list, and drill down on the Product field hyperlink.

   Details about deals for the promoted product appear in the Deals view. For details about the fields in this view, see Creating Deals for Promoted Categories.

5. Select a deal and scroll down to the Payments view to examine payments for this deal.

   The records in this view are created when you submit payments against funds. For more information, see Submitting Payments for Funds (End User).

6. Click the Bundled Products view tab to examine details of the bundled products for this deal.

Use the following procedure to review deals for a fund.

To review the deals for a fund

1. Navigate to the Administration - Data screen, then the Funds view.
2. In the Funds list, select a fund record.
3. Click the Deals view tab.

   The deals for the fund and the payments from the fund appear.