Siebel Consumer Goods Guide > Trade Promotions > Process of Managing Corporate Promotions (End User) >

Creating Account Promotions from Corporate Promotions

To create an account promotion from a corporate promotion, you associate the target account with the corporate promotion. The target accounts that you can associate with a corporate promotion are restricted to the organizations to which you are associated.

Each of the account promotions that you create from a corporate promotion includes data from the corporate promotion, such as field values, attachments, literature, applicable categories, and applicable products. For more information about the applicable categories and products, see Authorized Category and Authorized Product.

This task is a step in Process of Managing Corporate Promotions (End User).

To create account promotions from a corporate promotion

1. Navigate to the Promotions screen, then the Corporate Promotions List view.
2. Drill down on the Promotion field hyperlink for a corporate promotion record.
3. Click the Target Accounts view tab, and display the accounts for which you want to create account promotions:
   • To display all available accounts, select Target Accounts from the visibility filter.
   • To display the child accounts for the parent account of the corporate promotion, select Target Child Accounts in the visibility filter.

     If the Parent Account field for the corporate promotion has no value, no accounts appear when you select Target Child Account.

4. Select one or more accounts in the Target Accounts list, and click Create Account Promotions.
   • If the Consumer Goods application is operating on a server:
     • The SRM Request ID field and the Status field for the corporate promotion are automatically populated with data.
     • A Finished value in the Status field for the corporate promotion denotes successfully completed processing.
     • An Error value in the Status field for the corporate promotion denotes unsuccessfully completed processing.
   • If the Consumer Goods application is not operating on a server, you are able to navigate in the application again when processing is complete.
   • When processing is successfully completed, the selected target accounts appear in the Accounts list that is below the Target Accounts list, these accounts are associated with the corporate promotion, and an account promotion is created for each of these accounts.
5. In a corporate promotion, enter a value in the Multibuy Qty field and target a set of accounts.

   The Multibuy Qty field is a Tactic Field and refers to the number of units that consumers need to buy to qualify for a deal. For example, the deal could be to buy one, get one free; buy three, get the fourth free, and so on.

6. Click the Apply Updates button.

   The value in the Multibuy Qty field is reflected in all individual accounts in the account promotion lists.