PeopleSoft Enterprise Promotions Management 9.1 PeopleBook

Navigating in PeopleSoft Promotions Management

This chapter discusses how to navigate in Promotions Management.

Navigating in Promotions Management

PeopleSoft Promotions Management provides custom navigation pages that contain groupings of folders that support a specific business process, task, or user role.

Note. In addition to the PeopleSoft Promotions Management custom navigation pages, PeopleSoft provides menu navigation and standard navigation pages.

Pages Used to Navigate in PeopleSoft Promotions Management

This table lists the custom navigation pages that are used to navigate in Promotions Management:

Page Name	Navigation	Usage
Promotions Management Center	Promotions, Promotions Management Center	Contains a grouping of folders to set up, manage, and analyze trade promotions. All promotions management business processes can be managed from this page.
Analyze Promotional Spending	Click the Analyze Promotional Spending link from the Promotions Management Center page.	Track a promotion throughout its entire life cycle. Track fund spending and actual promotion performance.
Define Promotion Data	Click the Define Promotion Data link from the Promotions Management Center page.	Promotions Management provides a set of business rules that enable you to setup and configure the system to match the way you do business.
Execute Promotions	Click the Execute Promotions link from the Promotions Management Center page.	For promotions based on sales orders, orders are placed. For promotions based on retailer activity, proof of performance is recorded.
Manage Funds	Click the Manage Funds link from the Promotions Management Center page.	Create, allocate, and analyze the performance of trade spending. Create budgets, secure, allocate, and re-allocate funds.
Manage Payments and Deductions	Click the Manage Payments and Deductions link from the Promotions Management Center page.	Authorize payments, create claims, and integrate with Financials (Payables, Billing, and Receivables).
Plan and Approve Promotions	Click the Plan and Approve Promotions link from the Promotions Management Center page.	Plan promotions (customer-specific or national allowances) by targeting accounts and products to be promoted, determining merchandising activities and discount methods, and allocating funding.
Create and Maintain Promotions	Click the Create and Maintain Promotions link from the Plan and Approve Promotions page.	Create and maintain national allowances and customer-specific promotions.
Reports	Click the Reports link from the Plan and Approve Promotions Page.	Request reports for promotion planning.
Review Promotion Information	Click the Review Promotion Information link from the Plan and Approve Promotions page.	Review promotion details and activity summary.