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

Creating Account Promotions

After account managers create a plan, they can add account promotions to that plan. Alternatively, they can create account promotions that are not associated with a plan.

To expedite account promotion creation, you can select a corporate promotion for the account promotion. Some data in the corporate promotion, such as such as field values, attachments, literature, promoted categories, and promoted products is copied to the account promotion. You can select a corporate promotion for an account promotion if the Active field for the corporate promotion is selected, and if any of the following conditions apply:

• The account for the account promotion is the same as the parent account for the corporate promotion.
• The parent account of the account for the account promotion is the same as the parent account for the corporate promotion.
• The corporate promotion has no parent account.

By default, the visibility filter in the Account Promotions List view filters account promotions based on the team members for the accounts in account promotions. You can change this default so that this visibility filter filters account promotions based on the team members in account promotions. For more information see, Changing the Visibility Filter for Team Members.

Account managers can also simulate the results of an account promotion. For more information, see Simulating the Results for Account Promotions.

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

To create an account promotion

1. Navigate to the Promotions screen, then the Account Promotions List view.
2. If you want to expedite account promotion creation, select an account for the account promotion, and then select a corporate promotion in the Corporate Promotion field.

   Some data in the corporate promotion, such as such as field values, attachments, literature, promoted categories, and promoted products is copied to the account promotion.

3. Revise the account promotion record that you create in the previous step, or create a new account promotion record, and then enter a name in the Promotion field.
4. Complete the other necessary fields.

   Some fields are described in the tables in About Some Fields for Promotions and in the following table.

   Field	Comments
   Plan	If you want to associate the account promotion with a plan, click the select button, select the plan, and click OK. The plans that are available for selection satisfy all of the following criteria: The plans have the same account as the account promotion. The plans have the same category as the account promotion or a category in the category hierarchy that is one level higher than the category for the account promotion. The plans have time periods that include the time period for the account promotion. Promotion start and end dates define the time period for the account promotion. For more information about configuring the selection criteria that determines the plans that are available for selection, see Configuring Available Plans for Account Promotions. Alternatively, to associate an account promotion with a plan, you can navigate to the Plans screen, then the Plan List view, drill down on the Name field hyperlink for the plan, and create the account promotion in the Promotions view.
   Category	Click the select button, select a parent category in the Category dialog box, and click OK. The promoted categories that you can add to the account promotion are restricted to the child categories for this parent category. If the Plan field for the account promotion has a value, only the category for the plan is available for selection in this field. If the category for the plan has no value, or if the Plan field has no value, plans do not further restrict the categories that are available for selection.
   Promotion Start Date	The recommended start date for the account promotion. This date must be in the time period for the account promotion.
   Promotion End Date	The recommended end date for the account promotion.
   Promotion Team	The team members for the account promotion. By default, the user who creates the account promotion is designated as the primary team member, and you cannot change this designation. Also, by default, the other team members are users who are associated with the account for the account promotion. You can change these other team members.
   Sell-In Override Lift %	Calculated based on Sell-In Est Incremental Volume and Sell-In Est Baseline Volume.
   Sell-Out Override Lift %	Calculated based on Sell-Out Incremental Volume and Sell-Out Est Baseline Volume. This field is visible in the Promotion, Category, and Product, and Baseline levels.
   Predict Lift %	Populated by clicking the Predict Lift % button. This field cannot be updated manually. This field is visible in the Promotion, Category, and Product, and Baseline levels.
   Consumption Start Date	The date when a promotional tactic is in effect. This date must be in the time period of the corporate promotion. Retail execution teams can use consumption dates to verify promotion execution. You can compare consumption dates to electronic Point of Sale (ePOS) dates to verify sale amounts during a promotion.
   Consumption End Date	The date when a promotional tactic is no longer in effect.
   Shipment Start Date	The recommended date when the shipments for this account promotion can begin. This date can be before the account promotion start date.
   Shipment End Date	The recommended date when the shipments for this account promotion end. This date might be after the account promotion end date when you allow your customers to replenish their safety stock at promotion prices after the promotion is over.
   Authorized Category	This flag limits the categories that are available for selection in the Add Categories dialog box when you add promoted categories to an account promotion and in the Categories dialog box when you click the select button in the Category field for a promoted category in an account promotion: If you do not select this check box, the categories that are available for selection are not restricted further. If you select this check box, the categories that are available for selection are restricted to those categories that are associated with the account on the account promotion.
   Authorized Product	This flag limits the products that are available for selection in the Add Products dialog box when you add promoted products to an account promotion and in the Pick Product dialog box when you click the select button in the Product field for a promoted product in an account promotion: If you do not select this check box, the list price products that are associated with the selected promoted category are available for selection. If you select this check box, the list price products that are associated with the selected promoted category are available for selection if those products are on the authorized distribution list for the account in the account promotion and if the Promotable field is selected for those products on that authorized distribution list. This flag limits the products that appear in the Promoted Products list when you click the Products button to automatically add multiple products to an account promotion: If you do not select this check box, the products that are associated with all promoted categories and subcategories in the account promotion appear in the Promoted Products list. If you select this check box, the products that are associated with all promoted categories and subcategories in the account promotion appear in the Promoted Products list if those products are on the authorized distribution list for the account in the account promotion and if the Promotable field is selected for those products on that authorized distribution list.
   Predict Lift %	Populates the lift factor for the Promoted Product Baseline records based on account, category, product, tactics, and period criteria. If Sell-In Override or Sell-Out Override is Null, then Predict Lift % is populated by clicking the Predict Lift button. If Sell-In Override or Sell-Out Override is Not Null, then Predict Lift % is not populated by clicking the Predict Lift button.
   Sell-Out Override Lift %	The percentage increase in product sold to consumers (over baseline volume) due to a promotional activity.
   Sell-In Override Lift %	The amount of additional product (as compared to baseline) that is expected due to a promotional activity.
   Volume Planning Type	Enables account managers to designate the data type: For a direct retailer, this can be ePOS/consumption (sell-out) data, ex-factory/shipment (sell-in) data. For a wholesaler or distributor, this can be wholesaler to retailer, also known as spin (sell-out) data or ex-factory/shipment (sell-in) data. For an indirect retailer it can be ePOS/consumption (sell-out) data or wholesaler to retailer, (spin sell-in) data. It allows account managers to plan data volumes using the best data sets available to them. Consumption-based volume planning is the most ideal, but ePOS and wholesaler sell-out data are not available for all accounts. Creating a new record automatically adds the account team as the plan or promotion team. The creator then becomes the primary in the plan or promotion team.