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

Allocating Field Values in Account Promotions

You can enter a value in the Est Incremental Volume field for an account promotion, and then click the Spread button to allocate this source field value to the corresponding target field in records for promoted categories, promoted products, and promoted product baselines.

You can enter a value in the Fixed Slot Fee field and the Other Fixed Spend fields for an account promotion, a promoted category, or a promoted product, and then click the Spread button to allocate this source field value to the corresponding target field in the lower levels of the account promotion hierarchy.

The target field value for each promoted category and promoted product record is calculated as follows:

Source field value multiplied by (Est Baseline Volume field value for the target field in promoted categories or promoted products divided by Est Baseline Volume for the source field)

The target field value for each promoted product baseline record is calculated as follows:

Source field value multiplied by (Promotion Baseline field value for the target field in promoted product baselines divided by Est Baseline Volume for the source field)

Edits can be made at the Promotion, Category, or Promoted Product levels. If you change the value for a source field in a lower level, that changed value automatically rolls up to the higher levels of the account promotion hierarchy. You cannot change the value in the Fixed Slot Fee and Other Fixed Spend fields for records for promoted product baselines.

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

To allocate field values in an account promotion

1. Navigate to the Promotions screen, then the Account Promotions List view.
2. Select an account promotion record, and change the value in at least one of the following source fields:
   • Est Incremental Volume
   • Fixed Slot Fee
   • Other Fixed Spend

     A value is spread as soon as you change the value and step off the record or save the record (by using the keyboard command Ctrl and S).

     The value for the source field in the account promotion is allocated to the corresponding target field in records for promoted categories, promoted products, and promoted product baselines.

     NOTE:  For information about configuring the Spread button to allocate other source fields using different allocation methods, see Configuring the Spread Button.