Only Corporate Promotions

Apply Updates

ApplyCorpUpdates

Copies revised data in a corporate promotion to account promotions. This is supported by way of Service Request Manager if the application is running on a server, and by Object Manager if the application is not running on a server.

Bus Comp and Bus Service Layer

Create Account Promotions

CommitAccnt
(on BC layer)

ApplyCorp
Promotion

ApplyCorp
PromotionSvrReq

Creates account promotions for the target accounts from a corporate promotion and copies the data in the corporate promotion to the account promotions.

ApplyCorp Promotion is on the BS layer through Object Manager if the application is not running on a server, and through Server Request Manager if it is running on a server.

ApplyCorpPromotionSvrReq is on the BS layer through Object Manager if the application is not running on a server, and through Server Request Manager if it is running on a server.

Bus Comp Layer and Bus Service Layer

Only Account Promotions

Calculate Lift %

CalculateLiftPct

Automatically estimates promotional lift percentage from the Lift Factor table.

Bus Comp and Bus Service layer

Refresh Pricing

UpdatePromoPrice
Cost (BC and BS layer)

UpdatePromoPrice
CostSvrReq (BS layer by Server Request Manager)

Refreshes the Promotion Revenue, COGS, and ROI calculations. Use the button on the Promotion applet to invoke this business service.

Add High-Level Categories

ShowPopup

Opens a dialog box from which the user can select a high-level category to add to an account promotion. When the user adds a category from a high-level promotion, the values in various fields in the high-level promotion are copied to the corresponding fields for the promoted category.

Applet Layer

Aggregate

CatAggregate
DoCatAggregate

For all account promotions, creates a separate total for each product and account combination that is associated with the values in the Incremental fields in the Promoted Product Baseline list. Then, updates the Promotion Incremental Qty field in the Product Baseline list in sales volume planning with these totals.

Bus Comp Layer

Baseline

OnBaselineData

OnMovementData (BS layer)

OnMovementData
SvrReq (BS Layer by Server Request Manager)

Updates the Promoted Product Baseline view with product baseline data from sales volume plans based on the account as well as the shipment start and end dates for the promoted products. This hard-coded method functions only if these required fields contain data.

The volumes roll up from this view to promoted products, promoted categories, and account promotions, but not to plans. Then, a user can add incremental volume to each baseline record.

This method is supported by Service Request Manager if the application is running on a server, and by Object Manager if the application is not running on a server.

Bus Comp Layer and Bus Service Layer

Phase (Promoted Categories)

CreatePhaseData
ForCategory

Calculates and displays the phasing results for a promoted category.

Bus Comp Layer

Phase (Promoted Products)

CreatePhaseData
ForProduct

Calculates and displays the phasing results for a promoted product.

Bus Comp Layer

Recalculate (Promoted Categories)

RecalcPhaseData
ForCategory

Recalculates and displays phasing results for a promoted category.

Bus Comp Layer

Recalculate (Promoted Products)

RecalcPhaseData
ForProduct

Recalculates and displays phasing results for a promoted product.

Bus Comp Layer

Shipment

OnShipmentData

OnMovementData (on BS layer)

OnMovementData
SvrReq (on BS Layer by way of Server Request Manager)

Updates the Shipments view with product shipment data from sales volume plans based on the account as well as the shipment start and end dates for the promoted products.

The estimated shipment volumes roll up from this view to promoted products, promoted categories, account promotions, and plans.

This method is supported by Service Request Manager if the application is running on a server, and by Object Manager if the application is not running on a server.

Bus Comp Layer and Bus Service Layer

Both Corporate and Account Promotions

Products

OnCatalogProduct
(on BC layer)

AddCatagory
Products
(on BS layer)

AddCategory
ProductSvrReq (on BS layer)

Finds the products that are associated with all promoted categories in a corporate promotion or an account promotion and adds them as promoted products in the promoted categories of the corporate promotion or account promotion.

The Products button invokes the CPG Plan Account Promotion Product business component.

Bus Comp Layer and Bus Service Layer

Spread

OnSpread

Allocates (to the nearest whole dollar) the values in source fields for incremental volume, fixed slotting fees, and other fixed expenditures, from higher levels to corresponding target fields in lower levels of the account promotion hierarchy. Any remaining value that is not allocated is randomly distributed to the lower-level records.

Allocates the values in the Est Off Invoice Spend and Est Bill Back Spend fields in an account promotion from promoted products to promoted product baselines.

Copies the values in the Off Invoice Rate, Off Invoice Pct, Bill Back Rate, and Bill Back Pct fields in a corporate promotion or account promotion from promoted categories to promoted products.

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

Bus Comp Layer

Both Account Promotions and Plans

Only Plans

Update

UpdateAccntPlan
(on BC and BS layer)

Updates the Est Baseline Volume, PY Baseline Volume, Target Baseline Volume, PY Baseline Revenue, and Target Baseline Revenue fields in a plan with data from sales volume plans.

For information about configuring the Update button to update other fields, see Configuring the Update Button.

Bus Comp Layer and Bus Service Layer

Only High-Level Promotions

Forecast

GetCatBaseline
Data

Updates the Est Baseline Volume field and the Est Baseline Revenue field in a high-level promotion with data from sales volume plans.

For information about configuring the Forecast button to update other fields, see Configuring the Forecast Button.

Bus Comp Layer

Simulate (High-Level Promotions)

SimulateCategory

Obtains the category lift factor for a high-level promotion and then uses the lift factor and other parameters that the user designates to calculate and display the estimated incremental volume for the high-level promotion.

Bus Comp Layer