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

Creating Deals for Promoted Categories


Account managers can create and view a list of deals that fund a promoted category and view information about each deal's planned and actual spending.

NOTE:  A deal for a promoted category rolls up to an account promotion only when you create the deal for a category that is associated with the account promotion. If you add a deal to a category that is not associated with the account promotion, the deal does not roll up to the account promotion if the category is later associated with the account promotion.

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

To create a deal for a promoted category

  1. Navigate to the Promotions screen, then the Account Promotions List view.
  2. Drill down on the Promotion field hyperlink for the account promotion that contains the promoted categories for which you want to create a deal.
  3. In the Promoted Categories list, click the Category field hyperlink of the promoted category for which you want to create a deal.
  4. In the Deals list, create a new record, and complete the necessary fields.

    Some fields are described in Table 17.

Siebel Consumer Goods Guide Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices.