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Creating Fixed Funds

Fixed funds have a predetermined amount of money allocated in a lump sum that you use over a specified period of time. Administrators can manually create or automatically generate fixed funds. They usually automatically generate fixed funds for accounts from the same organization, and they manually create fixed funds for single accounts.

To manually create a fixed fund

1. Navigate to the Administration - Data screen, then the Funds view.
2. In the Funds list, create a new fund record, and complete the necessary fields.

   The following table describes some fields.

   Field	Comments
   Account	The account that is eligible for the fund.
   Fund	The name of the fund.
   Type	Select Fixed in this field.
   Amount	The amount of money in this fund.
   Target Category	The category that contains the target products for this fund. The target products are the products that your company wants to promote in this account promotion.
   Period	The period of time in which you can use this fund.
   Organization	The umbrella organization for the account for this fund. For more information about organizations and accounts, see Managing Accounts and Siebel Applications Administration Guide.

Use the following procedure to automatically generate a fixed fund.

To automatically generate a fixed fund

1. Navigate to the Administration - Data screen, then the Fund Groups view.
2. In the Fund Groups list, create a new record, and complete the necessary fields.

   The following table describes some fields.

   Field	Comments
   Name	The name of the fund group.
   Type	Select Fixed in this field.
   Period	The period of time in which you can use this fund group.
   Basis	The value (for example, Cases or Revenue) used to accrue funds. You do not need to complete this field for fixed funds.
   Basis Period	The period of time for which the basis is valid. You do not need to complete this field for fixed funds.
   Source Category	The category with products that are used to calculate accruals. You do not need to complete this field for fixed funds. It acts as the parent source category. If it exists, only sub-categories of the selected category appear in the categories pick applet at the source category level.
   Target Category	The category that contains the target products for this fund. The target products are the products that your company wants to promote in this account promotion. It acts as the parent target category. If it exists, only sub-categories of the selected category appear in the categories pick applet at the target category level.
   Amount	The amount of money in this fund group. This amount is divided between different accounts based on the percentage for each account.
   Organization	The umbrella organization for the accounts for this fund group. The accounts that you can select for this fund group depend on this organization. For more information about organizations and accounts, see Managing Accounts and Siebel Applications Administration Guide.

3. In the Accounts list, and click Apply to add eligible accounts to the fund.
4. In the Pick Account dialog box, select the account records to add, or click Select All to add all eligible account records.

   To be eligible, an account must have:

   • The same organization as the fund group.
   • A check in the Fund Eligible field.

     NOTE:  To verify that the Fund Eligible field is checked, navigate to the Accounts screen, then the Accounts List view.

5. Enter a value in the Percentage field for each account record.

   The value in the Percentage field determines how much of the Amount field for the fund group is allocated to the account.

6. Click the Target Products view tab, and in the Target Products list, click Products.

   All products of the target category and any subcategories are listed. The target products are the products that your company wants to promote in this account promotion.

7. Click the Accounts view tab, and in the Funds list, click Generate.

   Fixed funds are created based on the fund group and the accounts.