Siebel Consumer Goods Guide > Trade Promotions > Configuring Trade Promotions >

Configuring Available Plans for Account Promotions

You can associate a plan with an account promotion by selecting the plan in the Plan field in the Account Promotions List view. The plans that are available for selection in the Plan field satisfy all of the following criteria:

• The plans have the same account as the account promotion.
• The plans have the same category as the account promotion or a category in the category hierarchy that is one level higher than the category for the account promotion.
• The plans have time periods that include the time period for the account promotion. Promotion start and end dates define the time period for the account promotion.

You can configure the selection criteria that determines the plans that are available for selection.

To configure the available plans for an account promotion

1. Log in to Siebel Tools.
2. In Object Explorer, select the Business Component object, and in the Object List Editor, query for the following business component: CPG Plan Account Promotion.
3. If you want to eliminate the selection criteria that relates to matching accounts:
   1. In the Object Explorer, select the Field child object, and then select the Plan Name field.
   2. In the Object Explorer, select the Pick Map child object, and remove the check from the Constrain column for the Account Id field.
4. If you want to eliminate the selection criteria that relates to time periods:
   1. In the Object Explorer, select the Field child object, and then select the Plan Name field.
   2. In the Object Explorer, select the Field User Prop child object, and enter a value of N in the Value column for the Period Constrain user property.
5. If you want to eliminate the selection criteria that relates to categories:
   1. In the Object Explorer, select the Field child object, and then select the Category Name field.
   2. In the Object Explorer, select the Field User Prop child object, and enter a value of N in the Value column for the Plan Category Constrain user property.