Account

The account for the plan, high-level promotion, account promotion, promoted category, or promoted product. An account is sometimes referred to as a planning account. A planning account is the lowest level of your account hierarchy for which you make promotional decisions.

Period

The time period, such as a fiscal year, for which the plan, high-level promotion, account promotion, promoted category, or promoted product is in effect. The start and end dates for promotion, shipment, and consumption in an account promotion default to the start and end dates for this time period. The start and end dates for a high-level promotion default to the start and end dates for this time period. The start and end dates as well as the period for a promoted category default to the corresponding fields for an account promotion. The start and end dates as well as the period for a promoted product default to the corresponding fields for a promoted category. You can change these default values.

Tactics

The promotional tactic or tactics for the high-level promotion, account promotion, promoted category, or promoted product. It is a method of promoting products to the consumer, and includes three main categories:

• Price, including percentages of TPR (Temporary Price Reduction)
• Display, including shelf, end-of-aisle (end cap), and check-out
• Feature, including flyers and newspaper advertisements

Options are available that combine these categories.

This field is not available for plans. For information about additional fields for tactics, see Table 14.

Other Media Tactics

Advertising features. Options include: Flyer, Newspaper, TV, Radio, Direct Mail, and Internet.

Organization

The name of the organization that implements the plan, high-level promotion, account promotion, promoted category, or promoted product. An organization frequently denotes a country or market in a Consumer Goods implementation.

Status

The status of the plan, account promotion, promoted category, and promoted product. An account manager who creates a plan or account promotion can select Pending Approval in this field to submit the plan or account promotion for approval. Then, the approver can change this field to Approved - Pending Review, More Information Needed, or Rejected. The approver's selection determines the field values that are subsequently available for selection. When the approver selects Accepted in the Status field in a plan or account promotion, the Status field in the associated promoted categories and promoted products automatically changes to Accepted. Also, the Status field in deals for the account promotion and associated promoted categories and promoted products changes to Committed. This field is not available for high-level promotions.

When the Status is Accepted, Status field options include Finalized and Reopen.