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

Finalizing Account Promotions

Account managers can finalize account promotions if they use phasing functionality. After the shipment time period for an account promotion and after applicable payments are associated with the account promotion, you can finalize the phasing result for the account promotion. In general, you finalize the phasing result after the shipment time period, not before or during the shipment time period.

When you finalize the phasing result for an account promotion, promoted categories and promoted products are phased if they were not previously phased. Also, promoted categories and promoted products are recalculated if data that affects the phasing result has changed since the last phasing. After you finalize the phasing result, no one can recalculate that result even if the data that affects it changes.

To finalize the phasing result for all the categories and products in an account promotion, you change the Status field for the account promotion to Finalized. If you later decide to update the phasing result with data that changes after finalization, you can change the account promotion Status field to Re-opened, and then recalculate the phasing result.

Regardless of the value in the Phasing Enable field for an account promotion, if you change the account promotion's Status field to Finalized or Re-opened, the Status field for all categories and products in the account promotion automatically changes to Finalized or Re-opened. If the Phasing Enable field is selected and you change the account promotion's Status field to Finalized, you cannot add to or delete from the account promotion any categories, products, deals, or payments. The Phase and Recalculate buttons are disabled, and the following account promotion buttons are disabled: Revise, Products, Baseline, Spread, Shipment, and Aggregate.

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

To finalize an account promotion

1. Navigate to the Promotions screen, then the Account Promotions List view.
2. Select the account promotion that you want to finalize.
3. Change the Status field to Finalized.