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

Adding Products to Account Promotions


To add products to account promotions, you associate the products with the promoted categories in the account promotion. You can associate a product with a promoted category in a manual or automated fashion.

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

To add products to an account promotion

  1. Navigate to the Promotions screen, then the Account Promotions List view.
  2. Drill down on the Promotion field hyperlink for an account promotion record.
  3. If you want to automatically add all applicable products for all categories in the account promotion, click Products.
    • SRM Request ID and execution status are also applicable to the Products button.
    • The products that are associated with all promoted categories and subcategories in the account promotion appear in the Promoted Products list.
    • If the Authorized Product field for the account promotion is selected, the products that appear in the Promoted Products list are further restricted to those products that are on the authorized distribution list for the account on the account promotion and for which the Promotable field is selected on that authorized distribution list.
  4. If you want to manually add individual products, select a category in the Promoted Categories list, click Add in the Promoted Products list to create a new record, select the products in the Add Products dialog box, and click OK.
    • The list price products that are associated with the selected promoted category are available for selection.
    • If the Authorized Product field for the account promotion is selected, the products that are available for selection are further restricted to those list price products that are on the authorized distribution list for the account on the account promotion and for which the Promotable field is selected on that authorized distribution list.
  5. 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

    Start Date

    The start date for the promoted product.

    End Date

    The end date for the promoted product.

    Shipment Start Date

    The recommended date when the shipments for this product in the 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 product in the 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.

    Phasing Enable

    Indicates if phasing is enabled for the promoted product. You can use phasing if you want to allocate the aggregate cost, volume, and payment information throughout the weeks of a time period for an account promotion. For more information about phasing, see Process of Managing Phasing for Account Promotions (End User).

    Est Incremental COGS

    The cost of goods sold or the cost to manufacture the promoted product. This field is a rate for the promoted product and not a value applicable to the volume of the promoted product.

    Promoted Price

    The value is rolled up from promoted product baseline.

    List Price minus Bill Back Rate minus Off Invoice Rate minus (List Price multiplied by [Bill Back Pct divided by 100]) minus (List Price multiplied by [Off Invoice Pct divided by 100]). For more information about the fields in this calculation, see Table 16.

    Average Cost

    Est Incremental COGS divided Est Incremental Cases.

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