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

Phasing Promoted Categories

Account managers can phase a promoted category if they want to allocate the aggregate cost, volume, and payment data for the category throughout the weeks of the shipment time period for the account promotion.

Before you can phase a promoted category, you must:

• Enable phasing for the account promotion. For more information about enabling phasing, see Enabling Phasing for Account Promotions.
• Create time periods for the weeks to which you want to allocate category data. If you want to begin data allocation on the start date of the account promotion's shipments, make sure a time period is created for the week that contains that start date. Also make sure the time periods are created for any subsequent weeks to which you want to allocate category data. You can allocate category data to weeks that are after the end date for the account promotion's shipments if time periods are created for those weeks. For more information about creating time periods, see Creating Periods.

If the current date is before the start date for the account promotion's shipments, you can phase all the promoted categories. If the current date is during or after the shipment time period for the account promotion, you can phase the promoted categories for which the Phasing Status field is Not Phased or blank.

After you phase a promoted category, you cannot disable phasing for the category's account promotion and for all categories in the account promotion. For more information about the phasing results, see About Phasing Results for Promoted Categories.

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

To phase a promoted category

1. Navigate to the Promotions screen, then the Account Promotions List view.
2. Drill down on the Promotion field hyperlink for an account promotion.
3. In the Promoted Categories list, select the category that you want to phase.
4. Select a pattern in the Phasing Pattern field for the category.

   The phasing pattern determines how category and product information is allocated during the weeks you designate in the pattern. If the phasing pattern that you want is not available for selection, you can create that pattern. To create a phasing pattern, see Enabling Phasing for Account Promotions.

5. Click Phase to phase the promoted category.

   The Phasing Status field for the category changes to Phased.

6. Click the Category field hyperlink for the category that you phased.
7. Click the Phasing Result view tab to display the result of the phasing.