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

Configuring the Spread Button

The Spread button allocates 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. Also, this button 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. Additionally, this button 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.

You can configure the Spread button to allocate other source fields using different allocation methods. The following guidelines are applicable to configuring the Spread button:

• The target business component must be a child business component of the business object that is linked to the current business component through a one-to-many link.
• Only the RollUp user properties that you modify in Step 5 and Step 6 participate in a rollup that the Spread button triggers.
• The target field must be column-based.
• If you use the Allocate method, the source and target fields must be numeric.
• If you use the Copy method, the source and target fields do not need to be numeric.

For instructions about modifying links and business components, see Configuring Siebel Business Applications. In the preconfigured application, the Spread button is configured for business components that relate to corporate promotions, account promotions, promoted categories, promoted products, and promoted product baselines. However, you can configure the Spread button for any business component that is based on the CSSBCCSBase class and its subclasses.

To configure the Spread button for a business component in the trade promotion hierarchy

1. Log in to Siebel Tools.
2. In Object Explorer, select the Business Component object, and in the Object List Editor, query for the source business component.
3. In the Object Explorer, select the Business Component User Prop child object.
4. Create new user properties:
   1. Create a new user property with the following name: CS Spread Target: BO Name

      where: BO Name is the name of the business object. For example, CS Spread Target: CPG Plan

   2. Enter the following value in this new user property: Target Business Component.

      where: Target Business Component is the name of the target business component. For example, CS CG Plan Account Promotion Category.

   3. Create another new user property with the following name: CS Spread Fields: BO Name N

      where:

      • BO Name is the name of the business object.
      • N is a number.

        For example, CS Spread Fields:CPG Plan 1

   4. Enter the following value in this new user property: "Source Field", "Target Field", "Method", "Field Name".

      where:

      • Source Field is the name of the source field from which to spread.
      • Target Field is the name of the target field to which to spread.
      • Method is the method applicable to the spread. Values include Allocate and Copy.
      • Field Name is the field that is used to calculate the allocation percentage. Field Name is required only if you select an Allocate method.

        For example, "Est Incremental Volume", "Est Incremental Volume", "Allocate", "Est Baseline Volume"

5. Change the user property with the following name: CS RollUp Fields: BO Name N

   where:

   • BO Name is the name of the business object.
   • N is a number.

     For example, CS RollUp Fields:CPG Plan 3

6. Enter the following value in this user property: "Source Field", "Target Field", Spread.

   where:

   • Source Field is the name of the source field from which to roll up.
   • Target Field is the name of the target field to which to roll up.
   • Spread is required only if you want to spread the data after rollup.

     For example, "Est Incremental Revenue", "Est Incremental Revenue", Spread.

You can also configure the Spread button for a nonroot business component. In this case, the Spread button is invoked from the root business component.

To configure the Spread button for a nonroot business component

1. Log in to Siebel Tools.
2. In Object Explorer, select the Business Component object, and in the Object List Editor, query for the nonroot business component.
3. In the Object Explorer, select the Business Component User Prop child object.
4. Create a new user property with the following name: CS Spd Rt: BO Name/Root BC

   where:

   • BO Name is the name of the business object.
   • Root BC is the name of the root business component.

     For example, CS Spd Rt:CPG Plan/CPG Plan Account Promotion

5. Enter the following value in this new user property: Link Field.

   where: Link Field is the name of the field that links this business component to the root business component. For example, Plan Account Promotion Id.