PeopleSoft Enterprise Promotions Management 9.1 PeopleBook

Defining Promotions

This chapter provides an overview of the different types of promotions supported by Promotions Management, an overview of the customer promotion structure, and discusses how to:

Maintain consumption data.
Maintain national allowances.
Maintain customer promotions.
Copy customer promotions.
Perform mass maintenance on promotions.
View the promotion calendar.
Compare planned and actual promotion values.
Maintain consumption actuals.
Generate the Promotion Forecast report.

Understanding the Different Types of Promotions Supported by PeopleSoft Promotions Management

PeopleSoft Promotions Management supports:

National allowance promotions.
Customer-specific promotions.

National Allowance Promotions

These promotions are usually funded by the manufacturer's national marketing organization, where the parameters of the associated deals, in terms of discounts, dates, and funding, are the same for all customers or a group of customers. This type of discount usually requires that the customer order products during a specified time frame; no future performance is required. These allowances are not related to a specific merchandising activity and are usually charged against non-discretionary funds. Discount types are:

Off-invoice
Bill back

These discount types are rate-based (by unit) deals.

Customer-Specific Promotions

These are promotions that the field sales organization funds and the local sales representatives (account managers), who understand the local requirements, give to the customer. This type of promotional activity is specific to a customer and funded from discretionary funds provided by the manufacturer to encourage customers to buy certain products within a specified time frame. A customer-specific promotion requires that the customer perform some type of merchandising activity for example, features or end-aisle displays, to qualify for payment of funds. Discount types are:

Off-invoice
Bill back
Lump sum

Off-invoice and bill back discount types are rate-based (by unit) deals, while lump sum is a flat-amount deal.

Understanding the Customer Promotion Structure

Using the Create Customer-Specific Promo (create customer-specific promotions) component, you can define promotions targeted for a specific customer. If you want to define a promotion for multiple customers, perform the initial definition of the promotion using the Create Multiple Customer Promo (create multiple customer promotions) component, and then return to the Create Customer-Specific Promo component to make the individual changes that are necessary for each customer.

How you define a customer-specific or multiple-customer promotion in Promotions Management depends on the setting for the Level to Fund Promotions and the Level to Promote Products fields on the Promotions Options - General Options page. These field settings determine which pages appear and how pages are rendered when defining a customer-specific or multiple-customer promotion.

Level to Fund Promotions

In this section, the structure of the Create Customer-Specific Promo component is discussed with the different settings for the Level to Fund Promotions field. The same page structure occurs for the Create Multiple Customer Promo component as that of the Create Customer-Specific Promo component.

If you select Merch (merchandising activity) as the level to fund promotions, then you define the funding for the promotion at the merchandising activity level only. The Fund Code, Description, and Amount fields are available on the Create Customer-Specific Promo - Merchandising Activities page. Enter the funds and fund amounts for the promotion using the Create Customer-Specific Promo - Merchandising Activities page. If you select Merch as the level to fund promotions, then each merchandising activity defined for a promotion can be funded from a different fund code.

If you select Promo (promotion) as the level to fund promotions, then you define the funding for the promotion at the promotion level only. The Create Customer-Specific Promo - Funds page appears, but the fund fields do not appear on the Create Customer-Specific Promo - Merchandising Activities page. Enter the funds and fund amounts for the promotion using the Create Customer-Specific Promo - Funds page. If you select Promo as the level to fund promotions, all merchandising activities defined for a promotion will be funded from the same fund code.

If you select Both (merchandising activity and promotion) as the level to fund promotions, then you can define funds at both the promotion level and the merchandising activity level. The Create Customer-Specific Promo - Funds page appears and the fund fields appear on the Create Customer-Specific Promo - Merchandising Activities page. The fund information that you enter at the promotion level will automatically default to the merchandising activity level. You can change the fund information or add additional fund information at the merchandising activity level. The fund information that you enter at the promotion level is only used for defaulting the information to the merchandising activity level. The system always retrieves the fund information from the merchandising activity level.

Level to Promote Products

In this section, the structure of the Create Customer-Specific Promo component is discussed with the different settings for the Level to Promote Products field. The same page structure occurs for the Create Multiple Customer Promo component as that of the Create Customer-Specific Promo component.

If you select Merch (merchandising activity) as the level to promote products, then you define the products for the promotion at the merchandising activity level only. The Promotion Type and Promotion Group/Product fields are available on the Create Customer-Specific Promo - Merchandising Activities page. Enter the product or promotion group for the promotion using the Create Customer-Specific Promo - Merchandising Activities page. If you select Merch as the level to promote products, then you can define a different product for each merchandising activity defined for a promotion.

If you select Promo (promotion) as the level to promote products, then you define the products for the promotion at the promotion level only. The Create Customer-Specific Promo - Products page appears, but the product fields do not appear on the Create Customer-Specific Promo - Merchandising Activities page. Enter the product or promotion group for the promotion using the Create Customer-Specific Promo - Products page. If you select Promo as the level to promote products, then you can only define one product for all merchandising activities defined for a promotion.

If you select Both (merchandising activity and promotion) as the level to promote products, then you can define products at both the promotion level and the merchandising activity level. The Create Customer-Specific Promo - Products page appears and the products fields appear on the Create Customer-Specific Promo - Merchandising Activities page. The product or promotion group that you enter at the promotion level will automatically default to the merchandising activity level. You can change the product or promotion group at the merchandising activity level. The product information that you enter at the promotion level is only used for defaulting the information to the merchandising activity level. The system always retrieves the product information from the merchandising activity level.

Even though you can define a different product or promotion group for each merchandising activity on a customer promotion, when you specify the product information, for example, base quantity, planned ship quantity, and price, you are actually defining the data for the entire promotion. For instance, the planned ship quantity that you define for the product is the quantity that you plan to ship for the entire promotion, not just for the merchandising activity that you are maintaining.

Common Elements Used in This Chapter

Reference	Enter reference information. Reference information is free-form text and can be up to 30 alphanumeric characters.
Currency	Select the currency code for the user ID that appears as the default on the promotion pages. If you do not select an operator currency, then the base currency that you defined in the Promotions Options component appears.
Distribution Code	Select the distribution code for the national allowance or customer promotion. The distribution code determines the expense account and chartfields that will be passed to Billing or Payables when making promotional payments.
Calendar	The default sales calendar ID that you defined in the Promotions Options component appears.
Calendar	Click this link to access the Promotion Calendar inquiry page and view a list of customer promotions and national allowances that are available for a specific customer in a graphical calendar format.
GL Unit (general ledger unit)	The default GL unit that you defined in the Promotions Options component appears. This is where Promotions Management posts its accrual transactions and expenses.
Contact ID	Select the contact ID that is associated with the user ID (for the individual creating the national allowance or customer promotion). The contact ID is the broker or sales person responsible for the promotion. The contact name is printed on the Promotion Contract report.
Grace Days	Enter the number of days to extend the validity of the national allowance or customer promotion. The number of days that you enter here determines valid promotions when manual price overrides are performed during sales order entry in Order Management. For example, suppose that a promotion runs January 15 through January 31, you allow three grace days, and the current date is February 2. Through normal pricing, the customer does not receive a promotional discount because it's only effective through January 31. However, because you have the option of manually applying price changes to the order line for a specific promotion, you can select the promotion where the current date is within the promotion dates, plus or minus the grace days.
Promotion Period	Select the promotion period for the national allowance or customer promotion. The system populates all the shipment dates and performance dates with the dates that you specified for the promotion period.
Payment Method	Select the payment method for the promotional discount. The payment method will default to the promotional claim for payment, but can be overridden when creating the claim. Methods are: Check: Select if you plan to create an accounts payable check for payment to the customer. This method of payment goes through Payables as a scheduled payment. Credit Memo: Select if you plan to create a credit invoice for payment to the customer. This method of payment goes through Billing; use it when you do not expect the customer to take a deduction against the invoiced amounts for this promotion. Deduction: Select if you plan to create a credit invoice for payment to the customer. This method of payment goes through Billing; use it when you expect the customer to take a deduction against the invoiced amounts for this promotion. Field Draft: Select if you plan to write a manual check for payment to the customer. This method of payment goes through Payables as a recorded payment. Off-Invoice: Select if you plan to take the amount off of the customer invoice for payment to the customer. This payment method is only valid for an adjustment type of off-invoice and is not paid through the promotional payment process.

Defining Promotions Management Options

Defining Promotion Periods

Setting Up Distribution Codes

Modifying Pricing Information

Modifying Pricing Information for the Order Schedule

Maintaining Consumption Data

To maintain consumption data, use the Maintain Consumption Data component (TD_CNSMPTN_DATA).

This section discusses how to maintain consumption data.

Page Used to Maintain Consumption Data

Page Name	Definition Name	Navigation	Usage
Consumption Data	TD_CNSMPTN_DATA	Promotions, Manage Promotions, Maintain Consumption Data, Consumption Data	(Optional) Maintain consumption data or syndicated data that you receive from different sources, such as A. C. Nielsen and Information Resources, Inc. (IRI).

Maintaining Consumption Data

Access the Consumption Data page (Promotions, Manage Promotions, Maintain Consumption Data, Consumption Data).

Base Units

Enter the number of units of this product sold to this customer during the specified time period without the promotion.

Base Lift

Enter the actual lift in units above the base units that the customer actually consumed during the specified time period.

Converted Units

Enter the base units value, converted to the equivalent unit of measure (UOM) that you entered on the Promotions Options - General Options page.

Converted Lift

Enter the base lift value, converted to the equivalent UOM that you entered on the Promotions Options - General Options page.

Price

Enter the shelf price that the end consumer would normally see on the customer's shelf for this product.

Promo Price (promotion price)

Enter the discounted price for the product received from the promotion.

Display % (display percent)

Enter the percentage of sales generated in the presence of a display type of merchandising activity only.

Feature % (feature percent)

Enter the percentage of sales generated in the presence of a feature type of merchandising activity only.

TPR % (total price reduction percent)

Enter the percentage of sales generated in the presence of a total price reduction merchandising activity only.

Feature & Display % (feature and display percent)

Enter the percentage of sales generated in the presence of both a feature and a display merchandising activity.

Freq Shopper % (frequent shopper percent)

Enter the percentage of sales generated in the presence of a frequent shopper incentive price.

Increased Lift % (increased lift percentage)

Enter the percentage increase in sales from the promotion during the specified time period.

See Also

Defining Promotions Management Options

Maintaining National Allowances

This section discusses how to:

Define general overall information for the national allowance.
Define customers for the national allowance.
Define products and product discounts for the national allowance.
View promotion group details.

Pages Used to Maintain National Allowances

Page Name	Definition Name	Navigation	Usage
Create National Allowance - Details	TD_PROMO_MAIN	Promotions, Manage Promotions, Create National Allowance, Details	Define the general overall information to associate with the national allowance.
Create National Allowance - Customers	TD_NATIONAL_CUST	Promotions, Manage Promotions, Create National Allowance, Customers	Select the customers to associate with the national allowance.
Create National Allowance - Product Discounts	TD_NATIONAL_PROD	Promotions, Manage Promotions, Create National Allowance, Product Discounts	Define the products and the product discounts to associate with the national allowance.
Promotion Group Details	TD_PROMO_PROD_HIDE	Click the Details link next to the promotion group on the Create National Allowance - Product Discounts page. The link is available when you using a group promotion type.	View the products in the promotion group. Note. This page is available if Group is the value of the Promotion Type field.
National Allowances - Details	TD_PROMO_MAIN	Promotions, Manage Promotions, Review Promotion Information, National Allowances, Details	View the general overall information associated with a specific national allowance.
National Allowances - Customers	TD_NATIONAL_CUST	Promotions, Manage Promotions, Review Promotion Information, National Allowances, Customers	View the customers associated with a specific national allowance.
National Allowances - Product Discounts	TD_NATIONAL_PROD	Promotions, Manage Promotions, Review Promotion Information, National Allowances, Product Discounts	View the product information and product discounts associated with a specific national allowance.
Promotions Group Details	TD_PROMO_PROD_HIDE	Click the Details link next to the promotion group on the National Allowances - Product Discounts page. The link is available when you using a group promotion type.	View the products in the promotion group associated with a specific national allowance. Note. This page is available if Group is the value of the Promotion Type field.

Defining General Overall Information for the National Allowance

Access the Create National Allowance - Details page (Promotions, Manage Promotions, Create National Allowance, Details).

Allowance Status

Change the allowance status of the national allowance as it progresses through the environment. Only the users who have the option set on the active customer tree to approve national allowances can change the status to Approved. The active customer tree is defined on the Promotions Options - General Options page. Before you can apply a national allowance discount to a sales order, the status must be Approved.

Stop Applying Discounts

Select this check box to have the Pricing Load process set the Stop Processing Here flag on the price rule that it creates. This flag is an indicator to stop applying discounts for the customer and product.

When you use Order Management to take a sales order it stops applying further price adjustments as soon as the system finds a match with this price rule. This gives you the ability to prevent multiple price adjustments (related to multiple promotions) on a sales order.

For example, you may run two types of promotions for a particular time frame. The Stop Applying Discounts option gives you the ability to ensure that only one of the promotional discounts is applied to the sales order.

Promotion Dates, Shipment Dates, and Performance Dates

Note. If you do not select the option to span sales periods using the Promotions Options component, then all the dates that you enter in the Shipment Dates group box must fall within one sales calendar period.

See Also

Establishing Customer Trees

Defining Customers for the National Allowance

Access the Create National Allowance - Customers page (Promotions, Manage Promotions, Create National Allowance, Customers).

Selecting Customers

The customer tree that you defined as the active customer tree on the Promotions Options - Tree Options page appears on the page.

To select customers to associate with the national allowance, click the Add All button next to the customers or nodes in the customer tree, or manually enter the applicable customer IDs in the Customers group box at the bottom of the page. If you select a node, the system automatically selects everything under that node.

To remove customers from the Customer group box, click the Remove All button next to the customers or nodes in the customer tree, or manually delete the customer IDs from the Customers group box at the bottom of the page.

See Also

Defining Promotions Management Options

Defining Products and Product Discounts for the National Allowance

Access the Create National Allowance - Product Discounts page (Promotions, Manage Promotions, Create National Allowance, Product Discounts).

Product Tree

The product tree that you defined as the active product tree on the Promotions Options - Tree Options page appears in the upper portion of the page if you selected Display Promo Trees by Default on that component. Click the Hide Tree or Display Tree buttons to manage the display of the product tree.

The Actual National Allowance Cost field displays the actual cost of this national allowance, including all amounts paid to the customer through claims and all off-invoice discounts given to the customer. This amount can assist you in determining the correct fund amount for the national allowance, and to recover unspent funds when you are ready to close the allowance. The system does not automatically set the fund amount to equal the actual national allowance cost, but you can manually change the amount to meet organizational needs.

See Defining Promotions Management Options.

Selecting a Product or Promotion Group

There are two ways to select a product or promotion group to associate with a national allowance:

Click the product or promotion group in the actual product tree that appears in the upper region of the page.

When you click the product or promotion group in the product tree, the system populates the Promotion Type and Promotion Group/Product fields in the Products group box.
Select the promotion type and enter the promotion group or product in the Products group box.

Products

Promotion Type	Select the type. Values are Group and Product.
Promotion Group/Product	If you select a promotion type of Product, then select the product in this field. The equivalent UOM that you defined on the Promotions Options - General Options page appears in the UOM field. If you select a promotion type of Group, then select the promotion group in this field. The equivalent UOM that you defined on the Promotions Options - General Options page appears in the UOM field. In addition, the Details link also appears next to the Promotion Group/Product field. Note. The system verifies that the product and pricing UOM is valid on the Product Discount page, or an error message will display. In addition, if the UOM is updated on the Product Discount page, this change will update the UOM on additional pages of the promotion. Note. The system also validates that the products selected for a national allowance do not have a Pricing Option of NDP (no discount product) or KVI (known value item) on the Product Attributes by UOM page. You cannot apply discounts to these types of products, so they are not valid for national allowances.
Details	Click this link to access the Promotion Group Details page where you can view the products in the promotion group.
Planned Ship Qty (planned ship quantity)	The total quantity of the product or promotion group you plan to ship to all customers defined for the national allowance. This field is for informational purposes only.

Discounts

Use the following link to view additional information about this section.

See Common Elements Used in This Chapter.

Adjustment Type	Select an adjustment type for the promotional discount. Values are: Bill Back: This value doesn't directly affect the invoice amount. This discount is paid to the customer by entering a claim through Promotions Management. The system passes a discount with a bill back adjustment type to Order Management and stores it on a price rule for informational purposes only. Off-Invoice: This value directly affects the invoice amount. The discount is taken off the sales price and you can view the discount taken off the invoice amount. Note. You can associate both adjustment types with a national allowance at the same time, but you can only define one bill back and one off-invoice adjustment type for a given national allowance.
Backout Returns?	Select this check box to indicate that the system should back out returns of promotional products for this national allowance. Backing out returns provides you a method to more accurately account for promotional items that were returned. This field is available if you select the Backout Returns? check box on the Promotions Options - General Options page.
Max Quantity (maximum quantity)	Enter the maximum quantity for which the customer can receive the promotional discount. The customer sales order quantity cannot exceed the maximum quantity for the promotional discount based on the parameters of the price rules. For example, you may want to promote a new product at a discount price, but you want to limit the quantity of the products in the discount program.
Price Type	When this page initially appears, the option that you defined on the Promotions Options - Pricing Options page appears by default in this group box. The option that you select in this group box affects which fields appear in the Price Formulas group box. If you select Quantity, the fields in the Price Formulas group box appear as quantities. If you select Extended Price, the fields in the Price Formulas group box appear as amounts.
Price Action Type	Select the type of price action that you want for the product. The selection for this field affects which fields appear in the Price Formulas group box. Select Discount to offer a discount for the product. Select Product Add to offer a product as a giveaway or a discounted giveaway. If you select Discount, enter the discount amount or percentage in the Price Formulas group box. If you select Product Add, enter the product and the product add information in the Price Formulas group box.
Cascading/Summed	These options only appear if you selected Discount as the price action type. The system uses this field in conjunction with the price action type to determine the correct method for applying the discount for this product on this promotion.
Allowance Limitations	Define limitations to the use of the promotional discount when applied to a sales order. These limitations will default to the price rule created for the promotional discount in the Pricing Load process. Options are: Period-to-Date: Select this check box if you want customers to receive promotional discounts based on their period-to-date totals from their sales orders for a national allowance. If you select period-to-date on a national allowance, the system processes the price rule as By Rule. Enabling this option results in the system calculating price adjustments based on purchases within a determined time frame, rather than individual transactions. For example, suppose that you are offering a promotional discount of 10.00 USD if a customer orders a quantity of 1 through 500 of product A and you have selected three customers (1000, 1002 and 1004) on the national allowance. Customer 1000 places the first order for a quantity of 200. This order gets the promotional discount. Customer 1002 places the second order for a quantity of 200, and that order also gets the promotional discount. If customer 1004 places the next order for a quantity of 300, then that order does not get the promotional discount if the Period-to-Date check box was selected, because the accumulated quantity ordered for product A for this price rule is over 500. This last order would apply the promotional discount if the Period-to-Date check box was not selected because each customer ordered less than 500 units on the sales order. One-Time Only: Select this check box if you want to create a one time only price rule that can only apply by customer for a promotional activity. For example, you can create a price rule that would offer a 10 percent discount in the month of February, if customer 1005 agrees to order 1000.00 USD or more of a product. This rule would apply to customer 1005 on the first order only. Mutually Exclusive: Select this check box if you want to support mutually exclusive price rules for a promotional activity. This price rule would apply to a sales order and no additional discounts or surcharges would apply to the order line. For example, if the customer agrees to spend over 5000.00 USD then you will receive 20 percent off of the order line. No other discounts will apply. Applicable to List Price: Select this check box if you want to allow the promotional discount to be applied to a list price. The value for this check box will default from the Promotions Options - Pricing Options page for the promotional activity. Applicable to Cost Base: Select this check box if you want to allow the promotional discount to be applied to a unit cost. The value for this check box will default from the Promotions Options - Pricing Options page for the promotional activity. Applicable to Alter Cost Base (applicable to alternate cost base): Select this check box if you want to allow the promotional discount to be applied to an alternate unit cost. The value for this check box will default from the Promotions Options - Pricing Options page for the promotional activity. Applicable to Buying Agreement: Select this check box if you want to allow the promotional discount to be applied to a buying agreement price. The value for this check box will default from the Promotions Options - Pricing Options page for the promotional activity. For example, you may have an annual buying agreement with customer 1002 that states for the year 2005, they can purchase product 2234 for 12.00 USD each. You can create a price rule for a promotion that would offer product 2234 for 10.00 USD during the month of March. This rule would apply as an adjustment to the buying agreement price for one month only and then would return to the original buying agreement price after the promotional period. Tiered Pricing: Select this check box if you want to support tiered pricing requirements. In addition, the field Tiered Increment will be enabled to store the value required to support tiered pricing. Note. Tiered pricing is only available for promotional activities when Discount is selected for the Price Action Type, and Quantity is selected for the Price Type. For example, you can set up a price formula that gives a customer a 5.00 USD discount if they order 1 to 25 of Product A, and another price formula that gives a customer a 10.00 USD discount if they order more than 25 of Product A. Assume the list price for Product A is 30.00 USD. If the customer orders 35 units of Product A, the first 25 will be priced at 25.00 USD while the remaining 10 units will be priced at 20.00 USD each.
Tiered Increment	Enter the increment value when you select to use tiered pricing.

Price Formulas

Adjustment Flag	This field will display different options based on if you select Discount or Product Add in the price action type field. If you select Discount, you must decide how you want to enter the discount for the product on the allowance, whether it will be based on Amount or Percentage. If you select Product Add, select the factor and quantity range by which you will give away a product. The Product Add tab will display with different fields based on the value that you select in the Adjustment Flag field. Values are: BOGO Factor (buy-one-get-one): Specify how the Enterprise Pricer will calculate the quantity of a giveaway product by summing the quantities from the order schedules that match the price rule and dividing them by the BOGO factor. BOGO with Price: Specify the BOGO factor to calculate the product add quantity based on a calculated price or cost adjustment. Quantity: Specify the quantity to give away for a given order quantity. Note. If you select the price action type of Product Add, the Adjustment Flag will default to Quantity. Quantity with Price: Specify the parameters that you will use to determine the product and quantity to give away for the allowance. This is based on a calculated price or cost adjustment.
Low Quantity and Upper Quantity	These fields appear if you select Quantity as the price type. Select the lower and upper quantity that must be met on a sales order to receive the discount.
Discount	This field appears if you select Discount as the price action type. Enter the amount per unit or the percentage discount.
Low Amount and Upper Amount	These fields appear if you select Extended Price as the price type. Select the lower amount and upper amount that must be met on a sales order to receive the discount.
Product Add and Quantity/BOGO Factor	These fields appear if you select Product Add as the price action type. If you select Quantity or Quantity with Price as the adjustment type, then select the product and quantity that you plan to give away on a sales order for the allowance. If you select BOGO Factor or BOGO with Price as the adjustment type, then select the product and the value to use as a factor for calculating the number of products to give away on a sales order for the allowance.
Product Add Type	This field appears if you select Product Add as the price action type and Quantity with Price or BOGO with Price for the adjustment flag field. Select the value of List Price or Product Cost to determine the basis for calculating the product adjustment.
Pct/Amt (percent or amount)	This field appears if you select Product Add as the price action type and Quantity with Price or BOGO with Price for the adjustment flag field. Select the value of % (percent) or Amt (amount) to determine if an amount per unit or percentage will be used to calculate the product adjustment.
Product Add Adjustment	This field appears if you select Product Add as the price action type and Quantity with Price or BOGO with Price for the adjustment flag field. Select the value to be used in the adjustment calculation to determine the product add price on the order line based on the Product Add Type selection. If you select product cost, this value represents the amount or percent that is added to the product cost to determine the price on the order line. If you select list price, this value represents the amount or percent that is subtracted from the list price to determine the price on the order line.

Funds

Fund Code	Select the fund used to cover the costs of the national allowance. The system calculates incurred and actual values for the national allowance if you enter a fund code for the discount.
Amount	Enter the amount, in the transaction currency, to apply to each fund. This amount is an estimate of the promotional cost for the discount that appears. This amount is consumed by the fund when you run the promotion. Note. Defining funds is optional for national allowances. However, if you do not define a fund, the system will not calculate incurred and actual checkbook values for the adjustment, and the accrued liability calculations for general ledger will be affected.
Percentage	Percentage of the total funded amount. If there is only one fund, the percentage is 100. If there are two or more funds, the system divides the amount by the total funded amount, multiplies the total by 100, and then displays the result. Checkbook processing uses this percentage to distribute the discount expenses by fund when multiple funds are defined for the discount.
Original Amount	The original amount is derived from the Amount field for the fund each time the amount changes while the promotion is in a planning stage. You can edit the original amount field, but it is meant to keep track of the fund amount that was originally added to the fund for analysis purposes. After you approve the allowance, the system no longer automatically updates the Original Amount field to be equal to the Amount field. This prevents the system from overriding the Original Amount field when you adjust the funded amount as you prepare to close the promotion. To release unused funds from the allowance, change the allowance status to Planned. Then, adjust the funded amount to equal the amount that is expected to be spent or is actually spent on the allowance. Set the allowance status back to either Planned or Closed after you adjust the funded amount.

See Also

Defining Promotions

Viewing Promotion Group Details

Access the Promotion Group Details page (click the Details link next to the promotion group on the Create National Allowance - Product Discounts page).

Use this page to view the products in the promotion group or to delete a product from the promotion group.

You cannot add a product to the promotion group using this page. To add a product to the promotion group, access the Product Tree component, where you define the product tree and update the products that belong to the promotion group.

See Also

Establishing Product Trees

Maintaining Customer Promotions

This section discusses how to:

Define promotion details for the customer promotion.
Define the products for the customer promotion.
Define product prices for the customer promotion.
Define merchandising activities for the customer promotion.
Define product details at the merchandising activity level for the customer promotion.
Define the funds for the customer promotion.
View metrics associated with the customer promotion.
Set up and run the Promotion Contract report.

Pages Used to Maintain Customer Promotions

Page Name	Definition Name	Navigation	Usage
Create Customer-Specific Promo - Promotion Details	TD_PROMO_CUST_DTL	Promotions, Manage Promotions, Create Customer-Specific Promo, Promotion Details	Define the general overall information to associate with the customer promotion. (Optional) Click the Submit button to initiate the workflow approval process for customer promotions. (Optional) Click the Approve button to review and approve the customer promotion. (Optional) Click the Deny button to reject the customer promotion and notify the originator. (Optional) Click the Pushback button to return the customer promotion to the previous approver on the workflow approval list. See Approving Customer Promotions.
Promotion Copy	TD_PRM_CPY2	Click the Copy link on the Create Customer-Specific Promo - Promotion Details page.	Copy customer-specific promotion information from an existing customer promotion to a new customer promotion. This option is available only in Add mode. See Copying Customer-Specific Promotion Information in Real-Time Mode.
Create Customer-Specific Promo - Products	TD_PROMO_PROD_CUST	Promotions, Manage Promotions, Create Customer-Specific Promo, Products	Define the product or promotion group to associate with the customer promotion. Note. This page is available if Promo or Both are the values in the Level to Promote Products field. See Defining Promotions Management Options.
Create Customer-Specific Promo - Product Prices	TD_PROMO_PROD_PRIC	Promotions, Manage Promotions, Create Customer-Specific Promo, Product Details Click the Price Details link next to the Promotion Group/Product field on the Create Customer-Specific Promo - Products page.	Maintain the product prices for the products on the customer promotion. Note. This page is available if Promo is the value of the Level to Promote Products field.
Create Customer-Specific Promo - Merchandising Activities	TD_PROMO_MERCH_CUS	Promotions, Manage Promotions, Create Customer-Specific Promo, Merchandising Activities	Define purchasing and consumption merchandising activities for the customer promotion. Purchasing merchandising activities are those in which the manufacturer's customer typically benefits from the discount or promotional activity. The end consumer may or may not benefit from the discount for purchasing merchandising activities (for example, an end-aisle display). Consumption merchandising activities are those in which the end consumer typically benefits from the promotional activity (for example, a coupon).
Create Customer-Specific Promo - Product Tree	TD_PROMO_TREE	Click the Product Tree link on the Create Customer-Specific Promo - Merchandising Activities page.	Select a product or promotion group to associate with a customer-specific promotion. Note. This link is available if Promo or Both are the values of the Level to Promote Products field. See Defining Promotions Management Options.
Create Customer-Specific Promo - Product Details	TD_PROMO_PROD_CUST	Click the Product Details link on the Create Customer-Specific Promo - Merchandising Activities page in the Customers group box.	Define the product or promotion group details, such as retailer information, price information, and ship-quantity calculations to associate with the customer promotion. See Defining Promotions Management Options.
Create Customer-Specific Promo - Simulator	EOEP_TEST	Click the Simulate Pricing link on the Create Customer-Specific Promo - Product Details page. Click the Simulate Pricing link on the Create Customer-Specific Promo - Product Prices page. Promotions, Manage Promotions, Simulate Pricing, Simulator	Calculate or review the price of a product and use as input to the product price that you define for the customer promotion. See Working With the Pricing Simulator.
Create Customer-Specific Promo - Customer Product Price Inquiry	TD_CUS_PROD_PRCINQ	Click the Price by IBU link next to a product on the Create Customer-Specific Promo - Product Details page in the Promotion Group Product group box. Click the Price by IBU link below the price field on the Create Customer-Specific Promo - Product Details page in the Product Details group box. Click the Price by IBU link next to a product on the Create Customer-Specific Promo - Product Prices page.	View the price of a product according to Inventory business units and use as input to the product price that you define for the customer promotion.
Create Customer-Specific Promo - Funds	TD_PROMO_FUND_CUS	Promotions, Manage Promotions, Create Customer-Specific Promo, Funds	Define the funds to use for the promotion costs associated with a customer promotion. Note. This page is available if Promo or Both are the values for the Level to Fund Promotions field. See Defining Promotions Management Options.
Create Customer-Specific Promo - Metrics	TD_PROMO_MFG_PERF	Promotions, Manage Promotions, Create Customer-Specific Promo, Metrics	Analyze the profitability and cost of a customer promotion.
Create Customer-Specific Promo - Planned vs. Actual	TD_PROMO_PLN_ACT	Click the Planned vs. Actual link next in the Customer Metrics group box on the Create Customer-Specific Promo - Metrics page.	Analyze the planned, actual shipped, and actual consumed data of a customer promotion. View the graphical representation for a Quantity Comparisons Chart, Planned vs. Actual Lift% Chart, and Analytic Comparisons Chart.
Promotion Contract	RUN_TD_FORM	Promotions, Manage Promotions, Reports, Promotion Contract	Set up control parameters and run the Promotion Contract Crystal report (TDC1000) for customer promotions to obtain signed acknowledgement and acceptance of the promotional offer from your customer.
Customer Promotions - Promotion Details	TD_PROMO_CUST_DTL	Promotions, Manage Promotions, Review Promotion Information, Customer Promotions, Promotion Details	Review the general overall information associated with a customer promotion.
Customer Promotions - Products	TD_PROMO_PROD_CUST	Promotions, Manage Promotions, Review Promotion Information, Customer Promotions, Products	View the product information associated with a specific customer promotion. Note. This page is available if Promo or Both are the field values for the Level to Promote Products field. See Defining Promotions Management Options.
Customer Promotions - Product Prices	TD_PROMO_PROD_PRC	Click the Price Details link next to the Promotion Group/Product field on the Customer Promotions - Products inquiry page.	View the product prices for the products on the customer promotion. Note. This page is available if Promo is the value for the Level to Promote Products field. See Defining Promotions Management Options.
Customer Promotions - Merchandising Activities	TD_PROMO_MERCH_CUS	Promotions, Manage Promotions, Review Promotion Information, Customer Promotions, Merchandising Activities	View the merchandising activity information associated with a specific customer promotion.
Customer Promotions - Product Details	TD_PROMO_PROD_DETL	Click the Product Details link on the Customer Promotions - Merchandising Activities page.	View the product detail information associated with a specific customer promotion.
Customer Promotions - Funds	TD_PROMO_FUND_CUS	Promotions, Manage Promotions, Review Promotion Information, Customer Promotions, Funds	View the fund information associated with a specific customer promotion. Note. This page is available if Promo or Both are the field values for the Level to Fund Promotions field. See Defining Promotions Management Options.
Customer Promotions - Metrics	TD_PROMO_MFG_PERF	Promotions, Manage Promotions, Review Promotion Information, Customer Promotions, Metrics	View the profitability and cost information associated with a specific customer promotion.
Customer Promotions - Planned vs. Actual	TD_PROMO_PLN_ACT	Click the Planned vs. Actual link next in the Customer Metrics group box on the Customer Promotions - Metrics inquiry page.	Analyze the planned, actual shipped, and actual consumed data of a customer promotion. View the graphical representation for a Quantity Comparisons Chart, Planned vs. Actual Lift% Chart, and Analytic Comparisons Chart.

Defining Promotion Details for the Customer Promotion

Access the Create Customer-Specific Promo - Promotion Details page (Promotions, Manage Promotions, Create Customer-Specific Promo, Promotion Details).

Promotion Status

Change the status of the customer promotion as it progresses through the environment. If workflow is not activated through the PeopleSoft Approval Framework for customer promotions on the Promotions Options - General Options page, only the users who have the option set on the active customer tree to approve customer promotions can change the status to Management Approved. Users who have the option set on the active customer tree to change promotion customer status, can then change the status from Management Approved to Customer Approved.

Before you can apply a customer promotion discount to a sales order, the status must be Customer Approved.

Protect Promotion	Select this check box if you do not want changes that are made through the Create Multiple Customer Promo component to affect this promotion. When you set the promotion status to Management Approved or Customer Approved, the system selects this check box and you cannot change the field.
Submit	(Optional) Click the Submit button to initiate the workflow approval process for the customer promotion. If you select submit, the first approvers on the workflow approval list will be notified. Note. This button is only available if you activate the For Customer Promotions option on the Promotions Options - General Options page.
Approve, Deny, and Pushback	(Optional) Click the Approve, Deny, or Pushback button to route workflow transactions to the next approver, the previous approver, or to the initiator to take action on the workflow notification message. Note. These buttons will only display if you select the Submit button to activate the workflow approval process and activate the For Customer Promotions option on the Promotions Options - General Options page.
Copy	Click the Copy link to access the Promotion Copy page. Use the Promotion Copy page to copy a specific customer's customer promotion information to the current customer promotion. This link is available only in Add mode.
Stop Applying Discounts	Select this check box if you want the Pricing Load process to set the Stop Processing Here flag on the price rule that it creates indicating that additional discounts for the customer and product should not be applied. Then when a sales order is being taken in Order Management, as soon as the system finds a match with this price rule, it stops applying further price adjustments. This gives you the ability to prevent multiple price adjustments (related to multiple promotions) to a sales order all at one time. For example, suppose that you run two types of promotions for a particular time frame. The Stop Applying Discounts check box gives you the ability to ensure that only one of the promotional discounts is applied to the sales order.
Promotion Dates, Shipment Dates, and Performance Dates	Note. If you don't select the option to span sales periods using the Promotions Options component, then all the dates that you enter on this page must fall within one sales calendar period.

See Also

Defining General Options

Approving Customer Promotions

Establishing Customer Trees

Copying Customer Promotions

Defining the Products for the Customer Promotion

Access the Create Customer-Specific Promo - Products page (Promotions, Manage Promotions, Create Customer-Specific Promo, Promotion Details).

Note. This page is only available if you have the Level to Promote Products field set to Both or Promo.

Product Tree

The product tree that you defined as the active product tree in the Promotions Options component appears in the upper portion of the page if you have selected the Display Promo Trees by Default option on that component. Click the Hide Tree or Display Tree buttons to manage the display of the product tree.

See Defining Promotions Management Options.

Selecting a Product or Promotion Group

There are two ways to select a product or promotional group to associate with this customer promotion:

Click the product or promotion group in the product tree that appears in the upper region of the page.

When you click the product or promotion group in the product tree, the system populates the Promotion Type and Promotion Group/Product fields in the Product Promotion Information group box.
Select the promotion type and enter the promotion group or product in the Product Promotion Information group box.

Product Promotion Information

Promotion Type

Select the type. Values are Group or Product.

Promotion Group/Product

If you select a promotion type of Product, then select the product in this field.

If you select a promotion type of Group, then select the promotion group in this field.

Price Details

Click this link to display the Create Customer-Specific Promo - Product Details page, where you can view the product and its price or the products that are in the promotion group, along with their prices.

Note. The Price Details link only appears if you have the level to promote products set to Promo. Otherwise, you define the product prices using the Create Customer-Specific Promo - Product Details page.

Note. The system will verify the product and pricing UOM is valid on the Product Discount page, or an error message will display. In addition, if the UOM is updated on the Product Discount page, this change will update the UOM on additional pages of the promotion.

Note. The system also validates that products selected for a promotion do not have a Pricing Option of NDP (no discount product) or KVI (known value item) on the Product Attributes by UOM page. You cannot apply discounts to these types of products, so they are not valid for customer promotions.

See Defining Product Details at the Merchandising Activity Level for the Customer Promotion.

Retailer Information

Shelf Price

Enter the price that a consumer would normally pay to purchase the product from the retailer. The system displays the currency that you defined in the Create Customer-Specific Promo - Promotion Details page.

Note. If you previously defined a shelf price for a customer using the Customer Product List component, the system displays that shelf price on this page. The shelf price that appears for a promotion group is the weighted average of the shelf prices defined on the Customer Product List page for each individual product and the specified customer. The weights are defined for each product when you create the promotion group using the Product Tree component.

See Defining Customer Product Lists.

Promo Price (promotion price)

Enter the price a consumer normally pays to purchase the product from the retailer with the promotional discount applied.

Discount % (discount percent)

Enter the consumer's discount percent for the product or promotion group.

Note. The Shelf Price, Promo Price, and Discount % fields work together. For example, when you enter a shelf price and a promotion price, the system calculates and displays the discount percent. When you enter a shelf price and discount percent, the system calculates and displays the promotion price.

Ship Quantity Calculations

Base Units	Enter the number of units of this product or the promotion group that this customer would typically order in the specified time period without the customer promotion. The system displays the equivalent UOM that you defined on the Promotions Options - General Options page. You can change this to the UOM in which you sell the product to the customer. This UOM is referred to as the promotion UOM.
Incr Lift Pct (incremental lift percentage)	Enter the percentage increase over the base units that you expect to sell during the customer promotion.
Participation % (participation percentage)	Enter the percentage of the customer's stores or locations that are to participate in this customer promotion.
Calc. Ship Qty (calculated ship quantity)	Displays the calculated ship quantity using the base units, incremental lift percent, and participation percent.
Plan Ship Qty (plan ship quantity)	Enter the quantity that you plan to ship for this promotion. If you do not enter a value, the system populates the field with the calculated ship quantity value.

Calculating the Calculated Ship Quantity

The system uses base units, incremental lift percent, and participation percent to calculate the calculated ship quantity.

Consider the following example:

Base units = 100
Incremental lift percent = 10 percent
Participation percent = 100 percent

The calculated ship quantity is 110.

Also, for example:

Base units = 100
Incremental lift percent = 10 percent
Participation percent = 50 percent

The calculated ship quantity is 105.

In these examples, the participation percent affects only incremental lift quantity.

In the second example, a 10 percent incremental lift on 100 base units equals 10 units. A 50 percent participation percent on 10 units equals 5 incremental units. So, 100 base units plus 5 incremental units equals a calculated ship quantity of 105.

Establishing Product Trees

Defining Product Prices for the Customer Promotion

Access the Create Customer-Specific Promo - Product Prices page (Promotions, Manage Promotions, Create Customer-Specific Promo, Promotion Details).

Note. This page in only available if you have the Level to Promote Products field set to Promo. Otherwise, define product prices using the Create Customer-Specific Promo - Product Details page.

If you access this page for a promotion group, Group appears in the Promotion Group/Product field. If you access this page for a product, Product appears in this field.

On this page, you can:

Delete a product from the promotion group.
Change the price of a product.

Note. If the Pricing Default Type is set to Lowest Price List Price on the Promotions Options - Pricing Options page and more than one price list is set up for the product ID and customer being maintained, the minimum price appears by default in the Price field on this page.
Perform price simulation for a product.

Simulate Pricing	Click this link to access the Simulator page. Use the Simulator page to calculate and review the price of a product. You can then use the calculated price to populate the Price field on the Product Price page.
Price by IBU (price by Inventory business unit)	Click this link to access the Customer Product Price Inquiry page. Use this page to view the price of a product by Inventory business unit. You can then select one of the prices that appear and populate the Price field on the Product Price page.
Send Price	Select this check box if you want the Pricing Load process to create a price list with these products and prices and then associate that price list with the price rule that it creates. When you use Order Management to take a sales order for that product and customer, this is one of the product prices that could be used to determine the base price for the sales order. If you do not select this check box, then no price list is created and Order Management prices the product using an existing price list or other standard pricing logic.
	Click the Select All button to mark the Send Price field for all products in the Products group box.
	Click the Clear All button to clear the Send Price field for all products that were previously selected.

Note. You cannot add a product to the promotion group using this page. To add a product to the promotion group, access the Product Tree component, where you define the product tree, and make the changes to the promotion group there.

See Also

Pricing Promotions

Establishing Product Trees

Working With the Pricing Simulator

Defining Merchandising Activities for the Customer Promotion

Access the Create Customer-Specific Promo - Merchandising Activities page (Promotions, Manage Promotions, Create Customer-Specific Promo, Promotion Details).

Click the Calendar link to access the Promotion Calendar page. Click the Maintain Multiple Cust Prom link (maintain multiple customer promotions) to access the Create Multiple Customer Promo - Details page where you can maintain data for multiple customers.

The Actual Promotion Cost field displays the total actual cost of the promotion to date, including all amounts paid to the customer through claims, and all off-invoice discounts given to the customer. This amount can assist you in determining the correct merchandising costs and fund amounts for the promotion, and to recover unspent funds once you are ready to close the promotion. The system does not automatically set the merchandising cost and fund amount to equal the actual promotion cost, but you can manually change the amounts to meet organizational needs.

This section discusses how to:

Define a purchasing merchandising activity.
Define a consumption merchandising activity.

Note. The system automatically populates default values stored on the merchandising type to the merchandising activity after you enter values for the Merch Type (merchandising type) and Promotion Group/Product fields. The system also defaults values to the merchandising activity for both purchasing and consumption merchandising activities.

Defining a Purchasing Merchandising Activity

To define a purchasing merchandising activity:

Select a merchandising type related to a purchasing merchandising activity.

When you select a merchandising type related to a purchasing merchandising activity, the fields in the Retailer Discounts group box become available.
(Optional) Select a merchandising subtype.
Select the product or product group that you want to associate with the merchandising activity.

If Both is the value for the Level to Promote Products field on the Promotions Options - General Options page, and you defined a product or promotion group at the promotion level, then that product or promotion group appears by default for the merchandising activity.

If Both or Merch are the values for the Level to Promote Products field on the Promotions Options - General Options page, select the promotion type and select the promotion group or product that you want to assign to the merchandising activity for the promotion by either using these fields individually or by navigating the product tree using the Product Tree link.
Click the Product Details link and enter the product details for the product or promotion group.

When you click this link the Product Details page appears. Enter the product detail information or review the product detail information for the product or promotion group that was previously defined at the promotion level or for another merchandising activity.
Review the planned ship quantity on the Create Customer-Specific Promo - Merchandising Activities page.

The system displays the planned ship quantity in the UOM that you defined on the Create Customer-Specific Promo - Product Details page.
Enter a distribution code if one has not already been defaulted from the Create Customer-Specific Promo - Promotion Details page, or from the selected merchandising type. The distribution code is required on the merchandising activity.
Select the Payment Method for the promotion. The payment method that you enter here appears by default on all claims that you create for this merchandising activity.
(Optional) Select Alt Pay To Customer (alternate pay to customer) for the merchandising activity, if you selected Check or Field Draft as the payment method.

The alternate pay to customer functionality gives you the ability to pay different customers (vendors) for each of the different costs incurred for the promotion. For example, you might set up a promotion with the customer who is a distributor to have an end aisle display put up at their customer site Jack and Jill's store. When Jack and Jill's store puts up the end aisle display with the product, you need to pay Jack and Jill's store instead of the distributor.
Enter the overhead cost for this merchandising activity, if required.

Overhead costs are used to track a cost element against the customer promotion but are not paid to the customer on a promotional payment.
Select the adjustment type for this merchandising activity.

Note. If you select a lump sum adjustment type, you plan to pay the customer a set amount for performing the specified merchandising activity. In this case, there is no condition to purchase anything to qualify for the promotion discount. Enter the lump sum cost.
(Optional) Select Backout Returns? if you want to back out returns from the promotional activity for this merchandising activity.

Backing out returns provides you with a method to more accurately account for promotional items that were returned. This field is available if you select the Backout Returns? check box on the Promotions Options - General Options page.

Note. The Backout Returns? option is only available for bill back and off-invoice adjustment types. This option is not available for lump-sum adjustment types.
Review the options in the Quantity Limitations, Promotion Limitations, Price Type, Price Action Type, and Cascading/Summed group boxes and make necessary changes.

The system displays the settings for the Price Type, Price Action Type, Cascading/Summed, Applicable to List Price, Applicable to Cost Base, Applicable to Alter Cost Base, and Applicable to Buying Agreement fields that you defined on the Promotions Options - Pricing Options page.

See Defining Promotions Management Options.

Enter the discount or the product add information for this merchandising activity using the fields in the Price Formulas group box, if you select an Off-Invoice, or Bill Back adjustment type.

Use For Metrics	Select this check box next to the discount information that you want the system to use when calculating the metrics information that appears on the Create Customer-Specific Promo - Metrics page.
Adjustment Flag	Select Amount or Percentage if the Price Action Type is Discount to establish how you want to enter the product discount for the merchandising activity. Select BOGO Factor, BOGO with Price, Quantity, or Quantity with Price if the Price Action Type is Product Add to define how you want to give away products for the merchandising activity. Note. The Number of Orders field is used to estimate the number of orders that you expect to be created for the promotion. The field appears when you select a Price Action Type of Product Add and an Adjustment Flag of Quantity or Quantity with Price. The number of orders defaults to 1, but you can change the value to be anything greater than zero. The field enables you to estimate how many orders will be coming in for a promotion so the number of free products can be properly calculated to determine the merchandising cost.
Low Quantity and Upper Quantity	These fields appear if you select Quantity as the price type. Select the lower and upper quantity that must be met on a sales order to receive the promotional discount.
Low Amount and Upper Amount	These fields appear if you select Extended Price as the price type. Select the lower amount and upper amount that must be met on a sales order to receive the promotional discount.
Discount	This field appears if you select Discount as the price action type. Enter the amount or the percentage discount per unit.
Product Add, Product Add Type, Quantity/BOGO Factor, Pct/Amt (Percent/Amount), Product Add Adjustment, and Product Add Price/Cost	These fields appear if you select Product Add as the price action type. Select the product, product add type, quantity/BOGO factor, percent/amount, product add adjustment, and the price/cost for the product that you plan to give away for the promotion. Note. The Product Add Type, Pct/Amt, and Product Add Adjustment fields only appear if the Adjustment Flag is equal to BOGO with Price or Quantity with Price. Note. If the Product Add Type equals List Price, the value in the Product Add Adjustment field represents the amount or percentage that is subtracted from the product's list price to determine the price on the order line. If the Product Add Type equals Product Cost, the value in the Product Add Adjustment field represents the amount or percentage that is added to the product's unit cost to determine the price on the order line.

Review the merchandising cost for this purchasing merchandising activity.

Note. Refer to the following section discussing Reviewing Merchandising Cost Calculations.

Select the fund information for this merchandising activity.

If Both is the value in the Level to Fund Promotions field on the Promotions Options - General Options page, and you defined fund information at the promotion level, then that fund information appears by default for the merchandising activity.

If Both or Merch are values in the Level to Fund Promotion field on the Promotions Options - General Options page, select the fund code and the amount that you want to assign to the merchandising activity for the promotion.

If Promo is the value in the Level to Fund Promotions field on the Promotions Options - General Options page, select the fund code and amount that you want to assign to the merchandising activity for the promotion on the funds page.

Fund Code	Select the fund used to cover the costs of the merchandising activity. The system calculates planned, incurred and actual values for the fund code you select for the merchandising activity.
Amount	Enter the amount, in the transaction currency, to apply to each fund. This amount is consumed by the fund when you run the promotion.
Percentage	Percentage of the total funded amount. If there is only one fund, the percentage is 100. If there are two or more funds, the system divides the amount by the total funded amount, multiplies the total by 100, and then displays the result. Checkbook processing uses this percentage to distribute the expenses by fund when multiple funds are defined for the merchandising activity.
Original Amount	The original amount is derived from the Amount field for the fund each time the amount changes while the promotion is in a planning stage. You can always edit the Original Amount field, but it is meant to keep track of the fund amount that was originally added to the fund for analysis purposes. After the customer approves the promotion, the system no longer automatically updates the Original Amount field to be equal to the Amount field. This prevents the system from overriding the Original Amount field when you adjust the funded amount as you prepare to close the promotion. To release unused funds from the promotion, change the promotion status to Planned. Then, adjust the Funded Amount to equal the amount that is expected to be spent or is actually spent on the merchandising activity. Set the promotion status back to either Planned or Closed after adjusting the Funded Amount.

Note. The total of all fund amounts for a merchandising activity must equal the merchandising cost that appears on the Create Customer-Specific Promo - Merchandising Activities page.

Reviewing Merchandising Cost Calculations

You can review the merchandising cost for a purchasing merchandising activity using the Create Customer-Specific Promo - Merchandising Activities page. The following table illustrates the calculations for a purchasing merchandising activity based on the Adjustment Type value selected:

Note. The merchandising cost is calculated based on the Price Formula for off-invoice and bill back adjustment types. The Use for Metrics check box is selected and incorporated into the merchandising cost calculations, unless otherwise noted:

Adjustment Type selection for Off-Invoice and Bill Back:

Price Action Type	Adjustment Flag	Calculation
Discount	Amount	Merchandising Cost = (Planned Ship Qty * Discount Amount) + Overhead Cost
	Percentage	Merchandising Cost = (Planned Ship Qty * (Price * Discount %)) + Overhead Cost
Product Add	BOGO Factor	Merchandising Cost = ((Planned Ship Qty / Quantity/BOGO Factor) * Product Add Price/Cost) + Overhead Cost
	BOGO Factor with Price	If Product Add Typeis equal to List Price: %/Amt = % (percent/amount = percent): Merchandising Cost = ((Planned Ship Qty / Quantity/BOGO Factor) * (Product Add Price/Cost * (Product Add Adjustment / 100))) + Overhead Cost %/Amt = Amt (percent/amount = amount): Merchandising Cost = ((Planned Ship Qty / Quantity/BOGO Factor) * (Product Add Price/Cost - Product Add Adjustment)) + Overhead Cost If Product Add Typeis equal to Product Cost: %/Amt = % (percent/amount = percent): Merchandising Cost = ((Planned Ship Qty / Quantity/BOGO Factor) * (Product Add Price/Cost * (1 + (Product Add Adjustment / 100)))) + Overhead Cost %/Amt = Amt (percent/amount = amount): Merchandising Cost = ((Planned Ship Qty / Quantity/BOGO Factor) * (Product Add Price/Cost + Product Add Adjustment)) + Overhead Cost
	Quantity	Merchandising Cost = ((Quantity/BOGO Factor * Product Add Price/Cost) * # of Orders) + Overhead Cost
	Quantity with Price	If Product Add Type is equal to List Price: %/Amt = %: Merchandising Cost = ((Quantity/BOGO Factor * (Product Add Price/Cost * (Product Add Adjustment / 100))) * # of Orders) + Overhead Cost %/Amt = Amt: Merchandising Cost = ((Quantity/BOGO Factor * (Product Add Price/Cost – Product Add Adjustment)) * # of Orders) + Overhead Cost If Product Add Type is equal to Product Cost: %/Amt = %: Merchandising Cost = ((Quantity/BOGO Factor * (Product Add Price/Cost * ((1 + Product Add Adjustment) / 100))) * # of Orders) + Overhead Cost %/Amt = Amt: Merchandising Cost = ((Quantity/BOGO Factor * (Product Add Price/Cost + Product Add Adjustment)) * # of Orders) + Overhead Cost

Note. If a Max Quantity (maximum quantity) is defined for the merchandising activity, and it is less than the Planned Ship Qty (planned ship quantity), the system will use the Max Quantity instead of the Planned Ship Qty in the merchandising cost calculations.

Note. If you select the Period-to-Date check box on the merchandising activity and the Tiered Pricing check box is not selected, then the Discount associated with the price formula, matching the Planned Ship Qty (or Max Quantity if applicable), is used to calculate the merchandising cost.

Note. If you select the Tiered Pricing check box, the system sums the merchandising cost from all Price Formulas until the Planned Ship Qty (or Max Quantity if applicable) is consumed. The Use for Metrics check box will be hidden when you select the Tiered Pricing check box since multiple rows are required for the calculation. For example, assume the Planned Ship Qty (planned ship quantity) is equal to 100 and you have the following Price Formulas set up:

Low Quantity	Upper Quantity	Discount
1	25	1 USD
26	50	2 USD
51	999999	3 USD

The system would calculate the total merchandising cost as (25 * 1 USD) + (25 + 2 USD) + (50 * 3 USD) = 225 USD

Adjustment Type selection for Lump Sum:

Merchandising Cost = Lump Sum Cost + Overhead Cost

Defining a Consumption Merchandising Activity

To define a consumption merchandising activity:

Note. Values that appear by default in fields discussed in this procedure are values that you entered on the Promotion Details page, unless otherwise noted.

Select a merchandising type related to a consumption merchandising activity.

When you select a merchandising type related to a consumption merchandising activity, the fields in the Forecasted Consumption Costs group box become available.
(Optional) Select a merchandising subtype.
Select the product or product group that you want to associate with the merchandising activity.

If Both is the value in the Level to Promote Products field on the Promotions Options - General Options page, and you defined a product or promotion group at the promotion level, then that product or promotion group appears by default for the merchandising activity.

If Both or Merch is the value in the Level to Promote Products field on the Promotions Options - General Options page, select the promotion type and enter the promotion group or product that you want to assign to the merchandising activity for the promotion by either using these fields individually or by using the Product Tree link.

If Promo is the value in the Level to Promote field on the Promotions Options - General Options page, then the product and promotion group fields are not available.
Click the Product Details link, and enter the product details for the product or promotion group.

When you click this link, the Product Details page appears. Enter the product detail information or review the product detail information for the product or promotion group that was previously defined at the promotion level or for another merchandising activity.
Review the planned ship quantity on the Create Customer-Specific Promo - Merchandising Activities page.

The system displays the planned ship quantity in the UOM that you defined on the Create Customer-Specific Promo - Product Details page.
Enter a Distribution Code if one has not already been defaulted from the Create Customer-Specific Promo - Promotion Details page or from the selected merchandising type. The distribution code is required on the merchandising activity.
Select the payment method for the promotion. The payment method that you enter here appears by default on all claims that you create for this merchandising activity.
(Optional) Select Alt Pay To Customer (alternate pay to customer) for the merchandising activity, if you have selected Check or Field Draft as the payment method.

The alternate pay to customer functionality gives you the ability to pay different customers (vendors) for each of the different costs incurred for the promotion. For example, you might create a consumption merchandising activity for a coupon that includes a unit handling and unit value amount. You must pay the customer for the unit value amounts that accumulate for this promotion and merchandising activity, but you may need to pay a coupon clearinghouse, instead of the customer, for the unit handling charges that are accumulated for this same promotion.
Enter the overhead cost for this merchandising activity, if required.

Overhead costs are used to track a cost element against the customer promotion, but are not paid to the customer on a promotional payment.
Enter the value of the offer in Unit Value.

For example, the unit value would be the value of the coupon discount, if you selected a coupon merchandising activity.
Enter either the redemption percent or the number of units redeemed.

The system displays a redemption percentage of 100 and units redeemed are equal to the plan ship quantity, until you enter a value in one of the fields. Then the system calculates and displays the field that you do not enter.

The redemption fields should reflect the anticipated number of coupons redeemed during the promotion. The system displays the per unit UOM that you defined on the Promotions Options component.
Enter the per unit cost of running this merchandising activity in the Unit Handling Cost field.

For example, the manufacturer might pay a per unit charge to a coupon clearinghouse for running a particular coupon.
Enter the coupon code, if applicable.
Enter the start date for this consumption merchandising activity.
Enter the number of weeks in Perform Weeks field that the activity is to run.
Review the variable costs.

The system calculates and displays the variable costs for the merchandising activity, as follows:

Variable Cost = (Unit Value * Units Redeemed) + (Unit Handling Cost * Units Redeemed)
Enter any additional charges for the merchandising activity in the Insertion Costs field.

For example, this might be the manufacturer's cost for installing a coupon holder in the retailer's store.
Review the merchandising cost for this consumption merchandising activity:

Merchandising Cost = (Unit Value * Units Redeemed) + (Unit Handling Cost * Units Redeemed) + Insertion Costs + Overhead Cost

Select the fund information for this merchandising activity.

If Both or Merch is the value in the Level to Fund Promotion field on the Promotions Options - General Options page, select the fund code and amount that you want to assign to the merchandising activity for the promotion.

Fund Code	Select the fund used to cover the costs of the merchandising activity. The system calculates planned, incurred and actual values for the fund code that you select for the merchandising activity.
Amount	Enter the amount, in the transaction currency, to apply to each fund. This amount is consumed by the fund when you run the promotion.
Percentage	Displays the percentage of the total funded amount. If there is only one fund, the percentage is 100. If there are two or more funds, the system divides the amount by the total funded amount, multiplies the total by 100, and then displays the result. Checkbook processing uses this percentage to distribute the expenses by fund when multiple funds are defined for the merchandising activity.
Original Amount	The original amount is derived from the Amount field for the fund each time the amount changes while the promotion is in a planning stage. You can always edit the Original Amount field, but it is meant to keep track of the fund amount that was originally added to the fund for analysis purposes. After the customer approves the promotion, the system no longer automatically updates the Original Amount field to be equal to the Amount field. This prevents the system from overriding the Original Amount field when you adjust the funded amount as you prepare to close the promotion. To release unused funds from the promotion, change the promotion status to Planned. Then, adjust the Funded Amount to equal the amount that is expected to be spent or is actually spent on the merchandising activity. Set the promotion status back to either Planned or Closed after adjusting the funded amount.

Note. The total of all fund amounts for a merchandising activity must equal the merchandising cost that appears on the Create Customer-Specific Promo - Merchandising Activities page.

See Also

Defining Promotions Management Options

Defining Merchandising Types

Defining Merchandising Subtypes

Defining Product Details at the Merchandising Activity Level for the Customer Promotion

Access the Create Customer-Specific Promo - Product Details page (Promotions, Manage Promotions, Create Customer-Specific Promo, Promotion Details).

This page functions basically the same as the Create Customer-Specific - Products and Create Customer-Specific Product Prices page.

When this page initially appears, either the Product Details or Promotion Group Details group box expands, depending on whether there is a product or promotion group associated with the merchandising activity from which you transferred. For example, if you define a merchandising activity associated with a promotion group, when you transfer to this page the Promotion Group Details group box expands (showing you all the products in the promotion group) and the Product Details group box is collapsed. Expand both the Product Details and Promotion Group Details group boxes to view all the product detail information for the promotion.

To make it easier to define retailer information and ship quantity calculations for a promotion group, you can define these values in the Promotion Group Details group box. The system distributes the promotion group values among each of the individual products that make up the promotion group based on the product's weighting value. The details for each of the individual products are updated in the Product Details group box. Any maintenance of the products that belong to a promotion group can be performed in either the Product Details or Promotion Group Details group box.

Note. If a product is defined on a promotion and the same product is defined as part of a promotion group for the same promotion, you must evaluate the overall impact of defining multiple merchandising activities on the retailer information and ship quantity calculations for that specific product. The system always uses the calculations defined in the Product Details group box to analyze the promotion; make sure that the information is defined correctly for the product in that group box. The information that you define in the Promotion Group Details group box is only used as a basis to calculate the information for the individual products that make up the promotion group and is used to update the information in the Product Details group box.

Protect Product Details	Select this check box if you do not want the product detail information to change on this page if you modify the product information on the Create Customer-Specific Promo - Products or Product Prices pages or if you do not want modifications made to the promotion group on this page to affect the individual product details on this page.
Weighting	The weighting information for a product appears by default from the product tree, but you can change this information. The Weighting field defines how much you sell of one particular product in the promotion group in relation to the other products in the group.

Defining Product Prices for the Customer Promotion

Defining the Funds for the Customer Promotion

Access the Create Customer-Specific Promo - Funds page (Promotions, Manage Promotions, Create Customer-Specific Promo, Promotion Details).

Note. This page in only available if you have the Level to Fund Promotion field set to Both or Promo on the Promotions Options - General Options page.

You must select a fund code and amount to determine which funds cover the promotional costs for all of the merchandising activities.

If Both is the value in the Level to Fund Promotions field in the Promotions Options - General Options page, and you defined fund information on this page, then the fund information appears by default for each merchandising activity that you define for the promotion.

The system displays the base currency that you defined in the Promotions Options component and calculates the percentage of the merchandising costs allocated to the selected fund code. If you select one fund, the percentage is 100. If you select two or more funds, the system divides the amount by the total funded amount, multiplies the total by 100, and then displays the result. Checkbook processing uses this percentage to distribute the discount expenses to each fund that you select.

The system automatically populates the Original Amount field with the fund amount until the promotion status is changed to Customer Approved. After the promotion is approved, the system no longer populates the field; however, you can manually change the field while the promotion's status is Planned.

Note. The total fund amounts and the total promotion costs must be equal.

See Also

Defining Promotions Management Options

Viewing Metrics Associated With the Customer Promotion

Access the Create Customer-Specific Promo - Metrics page (Promotions, Manage Promotions, Create Customer-Specific Promo, Promotion Details).

Customer Metrics

The system calculates and displays all the fields on this page from other information that is associated with the customer promotion. This includes:

Using the values that you defined in the Create Customer-Specific Promo - Merchandising Activities and Product Details pages to calculate the values that appear in the Variable Costs and Fixed Costs group boxes.
Displaying the quantities associated with the customer promotion that you defined on the Create Customer-Specific Promo - Product Details page in the Forecasted Consumption group box.

The promotion quantities are converted to the equivalent UOM and then to the per unit UOM. The customer promotion defines the promotion UOM, and the Promotions Options component determines the equivalent UOM and per unit UOM.

Currency Code

Displays the promotion currency for the values that appear on this page.

Planned vs. Actual

Click this link to review planned, actual shipped, and actual consumed data for the customer promotion.

Forecasted Consumption

Base Qty (Promotion) (base quantity [promotion])	Displays the total base units for the customer promotion in the customer promotion UOM. This is the number of units that you typically ship to the customer without a promotion.
Base Qty (Equivalent) (base quantity [equivalent])	Displays the total base units for the customer promotion in the equivalent UOM that you defined in the Promotions Options component.
Base Qty (Per Unit) (base quantity [per unit])	Displays the total base units for the customer promotion in the per unit UOM that you defined in the Promotions Options component.
Incremental Qty (Promotion) (incremental quantity [promotion])	Displays the total incremental quantity for the customer promotion in the customer promotion UOM. This is the additional quantity that you expect to ship to the customer during the promotion.
Incremental Qty (Equivalent) (incremental quantity [equivalent])	Displays the total incremental quantity for the customer promotion in the equivalent UOM that you defined in the Promotions Options component.
Incremental Qty (Per Unit) (incremental quantity [per unit])	Displays the total incremental quantity for the customer promotion in the per unit UOM that you defined in the Promotions Options component.
Consumption Qty (Promotion) (consumption quantity [promotion])	Displays the consumption quantity (Calc. Ship Qty field on the Product Details page) for the customer promotion in the customer promotion UOM. This is the total quantity that you expect to ship to the customer during the promotion.
Consumption Qty (Equivalent) (consumption quantity [equivalent])	Displays the consumption quantity for the customer promotion in the equivalent UOM that you defined in the Promotions Options component.
Consumption Qty (Per Unit) (consumption quantity [per unit])	Displays the consumption quantity for the customer promotion in the per unit UOM that you defined in the Promotions Options component.
Shipped Qty (Promotion) (shipped quantity [promotion])	Displays the shipped quantity (Plan Ship Qty field on the Product Details page) for the customer promotion in the customer promotion UOM.
Shipped Qty (Equivalent) (shipped quantity [equivalent])	Displays the shipped quantity for the customer promotion in the equivalent UOM that you defined in the Promotions Options component.
Shipped Qty (Per Unit) (shipped quantity [per unit])	Displays the shipped quantity for the customer promotion in the per unit UOM that you defined in the Promotions Options component.

Variable Costs - Product Costs

Product(s) Cost (Unit Price)

Displays the weighted average unit cost of all products associated with the customer promotion defined in the promotion unit of measure.

Product(s) Cost (Extended Price)

Displays the extended unit cost for the customer promotion.

Product(s) Costs (Unit Price) * Shipped Qty (Promotion)

Note. The product cost fields will only be displayed if the View Product Cost? option is checked on the User Preferences - Promotions Management page.

Variable Costs - Consumption Costs

Redemption Costs

Displays the total redemption cost for all the consumption merchandising activities for the customer promotion.

Unit Value * Units Redeemed

Handling Costs

Displays the total handling cost for all the consumption merchandising activities for the customer promotion.

Unit Handling Cost * Units Redeemed

Total Cost

Displays the total of all the consumption costs for the customer promotion.

Redemption Costs + Handling Costs

Variable Costs - Pricing Discounts

List Price (Unit Price)	Displays the weighted average unit price of all product prices associated with the customer promotion defined in the promotion unit of measure.
List Price (Extended Price)	Displays the extended list price for the customer promotion. List Price (Unit Price) * Shipped Qty (Promotion)
Off-Invoice (Unit Price)	Displays the sum of all off-invoice discounts for the customer promotion.
Off-Invoice (Extended Price)	Displays the extended off-invoice price for the customer promotion. Off Invoice (Unit Price) * Shipped Qty (Promotion)
Bill Back (Unit Price)	Displays the sum of all bill back discounts associated with the customer promotion.
Bill Back (Extended Price)	Displays the extended bill back price for the customer promotion. Bill Back (Unit Price) * Shipped Qty (Promotion)
Total Discount (Unit Price)	Displays the sum of all the discounts for the customer promotion. Off-Invoice (Unit Price) + Bill Back (Unit Price)
Total Discount (Extended Price)	Displays the extended total discount for the customer promotion. Off-Invoice (Extended Price) + Bill Back (Extended Price)
Net Price (Unit Price)	Displays the net price for all products associated with the customer promotion. List Price (Unit Price) –(minus) Total Discount (Unit Price)
Net Price (Extended Price)	Displays the extended net price for the customer promotion. List Price (Extended Price) –(minus) Total Discount (Extended Price)

Product Add Costs

Product Add Price/Cost (Unit Price)

Displays the weighted average unit price for all product add products associated with the customer promotion.

Product Add Price/Cost (Extended Price)

Displays the extended product add price for the customer promotion.

Product Add Price (Unit Price) * Planned Ship Qty for the Product Add Product

Note. The Planned Ship Qty for the Product Add Product is based on the Adjustment Flag defined for the price formula.

If the Adjustment Flag equals BOGO Factor or BOGO with Price, then the planned ship quantity for the product add product equals:

Shipped Qty (Promotion) / BOGO Factor

If the Adjustment Flag equals Quantity or Quantity with Price, then the planned ship quantity for the product add product equals the Quantity/BOGO Factor multiplied by the # of Orders (number of orders) defined for the price formula.

Variable Costs

Total Variable Cost

Displays the total of all variable costs for the customer promotion.

Total Discount (Extended Price) + Total (consumption) Cost + Product Add Price/Cost (Extended Price)

Fixed Costs

Insertion Costs	Displays the sum of all insertion costs associated with consumption merchandising activities for the customer promotion.
Lump Sum Costs	Displays the sum of all lump sum costs associated with purchasing merchandising activities for the customer promotion.
Overhead Costs	Displays the sum of all overhead costs associated with the merchandising activities for the customer promotion.
Total Fixed Costs	Displays the total fixed costs associated with the merchandising activities for the customer promotion. Insertion Costs + Lump Sum Costs + Overhead Costs

Promotion Totals

Sales	Displays the total gross sales for the customer promotion. This value equals the value for list price (extended price). List Price (Unit Price) * Shipped Qty (Promotion)
Incremental Sales	Displays the total of incremental gross sales for the customer promotion. List Price (Unit Price) * Incremental Qty (Promotion)
Promotion Costs	Displays the total promotion costs for the customer promotion. Total Variable Cost + Total Fixed Costs
Cost Per Shipped Qty (cost per shipped quantity)	Displays the unit cost for the shipped quantity. Promotion Costs / Shipped Qty (Promotion)
Cost Per Incr. Ship Qty (cost per incremental shipped quantity)	Displays the unit cost for the shipped incremental quantity. Promotion Costs / Incremental Qty (Promotion)
Contribution	Displays the planned net sales for running the customer promotion. Sales – (minus) Promotion Costs
Contrib with Product Cost (contribution with product cost)	Displays the planned net sales for running the customer promotion, including product cost. Contribution – (minus) Product(s) Cost (Extended Price)
Incr. Contribution (incremental contribution)	Displays the additional planned net sales that results from running the promotion, based on incremental sales. Incremental Sales – (minus) Promotion Costs
Incr Contrib with Prod Cost (incremental contribution with product cost)	Displays the additional planned net sales for running the customer promotion based on incremental sales and including product cost. Incr. Contribution – (minus) [Product(s) Cost (Unit Price) * Incremental Qty (Promotion) ]
Margin	Displays the profit margin that the manufacturer makes from the customer promotion, based on promotional costs only. (Contribution / Sales) * 100
Incremental Margin	Displays the profit margin that the manufacturer makes on the additional sales as a result of the promotion, based on promotional costs only. (Incr. Contribution / Incremental Sales) * 100

Note. The Contrib with Product Cost and Incr Contrib with Prod Cost fields will only be displayed if the View Product Cost? option is checked on the User Preferences - Promotions Management page.

Setting Up and Running the Promotion Contract Report

Access the Promotion Contract report page (Promotions, Manage Promotions, Reports, Promotion Contract).

See TDC1000 - Promotion Contract Report.

Copying Customer Promotions

This section discusses how to:

Copy a customer promotion in batch mode.
Copy customer-specific promotion information in real-time mode.

Pages Used to Copy Customer Promotions

Page Name	Definition Name	Navigation	Usage
Copy Promotions	TD_PRM_COPY	Promotions, Manage Promotions, Copy Customer Promotions, Copy Promotions	Copy one or more existing customer promotions to create the new customer promotion. Use this page to run the Copy Customer Promotions Application Engine process (TD_CPY_PROMO).
Copy From	TD_COPYFROM_POP	Click the Copy From Promotion link on the Copy Promotions page.	Specify an existing customer promotion and the type of promotion information that you want to copy.
Promotion Copy	TD_PRM_COPY2	Click the Copy link on the Create Customer-Specific Promo - Promotion Details page.	Copy customer-specific promotion information from an existing customer promotion to a new customer promotion in a real-time mode. This option is available only in Add mode.

Copying a Customer Promotion in Batch Mode

Access the Copy Promotions page (Promotions, Manage Promotions, Copy Customer Promotions, Copy Promotions).

To copy one or more existing customer promotions to a new customer promotion in batch mode:

Select the setID, and enter the promotion code and promotion description in the New Promotion group box for the new promotion that you are creating.
Identify whether you are creating a single customer or multiple customer promotion.

Select the Create Multiple Customer Promo check box if you are going to associate multiple customers with one promotion. This check box appears selected by default. In addition, the Use For Multiple Defaults column appears in the Copy Request group box when you select this option.

Clear the Create Multiple Customer Promo check box if you are going to associate a single customer with this new promotion.
Select the existing single or multiple customer promotion that you want to copy.

There are two methods for selecting the existing promotion:
- Click the Copy From Promotion link in the New Promotion group box. When you click this link, the Copy From page appears. Select the existing customer promotion and the type of data (details, funds, merchandising activities, and products) that you want to copy, and then click the OK button. After you click the OK button, the system automatically populates the fields in the Copy Request group box on the Copy Promotions page.
- Select the existing customer promotion and associated information directly in the Copy Request group box on the Copy Promotions page.
Select the type of promotion information that you would like to copy.

You can copy promotion details, fund information, merchandising activities, and products from the existing promotion information or just a subset of that information.

When you select these check boxes using the Copy From page, the system automatically selects those check boxes next to each customer in the Copy Request group box on the Copy Promotions page. You can clear or select these check boxes for each set of copy information that you request.

Note. The system does not copy product prices from one customer promotion to another because they need to be relevant to the customer and the current effective date. The Copy Customer Promotions process determines a price for each product defined on the new customer promotion based on the Pricing Default Type defined on the Promotions Options - Pricing Options page.
Select the Use for Multiple Defaults check box in the Copy Request group box to determine what set of data is to be defined for all customers on the new multiple customer promotion.

Select only one set of copy information for the multiple customer default information.
Verify that the copy information is correct, and then click the Run button to run the Copy Customer Promotions Application Engine process (TD_CPY_PROMO).
Define the rest of the customer promotion information or modify the copied information using the Create Customer-Specific Promo component or the Create Multiple Customer Promo component.

See Also

Maintaining Customer Promotions

Copying Customer-Specific Promotion Information in Real-Time Mode

Access the Promotion Copy page (click the Copy link on the Create Customer-Specific Promo - Promotion Details page).

To copy an existing promotion:

Access the Create Customer-Specific Promo - Promotion Details page in Add mode.
Click the Copy link next to the customer on the Create Customer-Specific Promo - Promotion Details page.

The Promotion Copy page appears. The new customer promotion information appears by default in the Copy To group box.
In the Promotion Code field in the Copy From group box, select the existing customer promotion from which you want to copy the information.
In the From Customer ID field, select the customer from which you want to copy the information.
Select the promotion information that you want to copy from the customer that you specified.

You can copy promotion details, products, merchandising activities, and fund information from the existing customer promotion.

Note. The system doesn't copy product prices from an existing customer promotion, because they must be relevant to the customer and the current effective date. However, it will default a price to each product defined on the new customer promotion based on the Pricing Default Type defined on the Promotions Options - Pricing Options page.
Verify the copy information, and then click the OK button to perform the copy.

The Create Customer-Specific Promo - Promotion Details page appears with the copied information.
Define the rest of the customer promotion information or modify the copied information using the Create Customer- Specific Promo component.

See Also

Maintaining Customer Promotions

Performing Mass Maintenance on Promotions

This section provides an overview of mass maintenance and discusses how to:

Define the details for the customer promotion.
Define the products for the customer promotion.
Define the customers offered the promotion.
Define the merchandising activities for the customer promotion.
Define the product details for the customer promotion.
Define the funds for the customer promotion.
View promotion group details.

See Also

Maintaining Customer Promotions

Understanding Mass Maintenance

Use the Create Multiple Customer Promo (create multiple customer promotion) component to define a promotion that you want to associate with multiple customers at once. Using the Create Multiple Customer Promo component, you define the same overall information associated with a customer promotion to multiple customers. Then, change specific details for the promotion associated with a particular customer by using the Create Customer-Specific Promo component.

In addition, information that you view on the Create Customer-Specific Promo pages reflects changes that you make using the Create Multiple Customer Promo pages. There is an option to set (protect promotion) on the Create Customer-Specific Promo - Promotion Details page that prevents changes that you make using the Create Multiple Customer Promo pages to affect a specific customer's promotion information.

Pages Used to Perform Mass Maintenance on Promotions

Page Name	Definition Name	Navigation	Usage
Create Multiple Customer Promo - Details	TD_PROMO_MAIN	Promotions, Manage Promotions, Create Multiple Customer Promo, Details	Define the general overall information to associate with the customer promotion.
Create Multiple Customer Promo - Products	TD_PROMO_PROD	Promotions, Manage Promotions, Create Multiple Customer Promo, Products	Define the product or promotion group to associate with the customer promotion. Note. This page is available if the value of the Level to Promote Products field is Promo or Both.
Create Multiple Customer Promo - Customers	TD_PROMO_CUST	Promotions, Manage Promotions, Create Multiple Customer Promo, Customers	Select the customers to associate with this customer promotion.
Create Multiple Customer Promo - Merchandising Activities	TD_PROMO_MERCH	Promotions, Manage Promotions, Create Multiple Customer Promo, Merchandising Activities	Define purchasing and consumption merchandising activities to associate with the customer promotion.
Create Multiple Customer Promo - Product Details	TD_PROMO_PROD_MDTL	Click the Product Details link on the Create Multiple Customer Promo - Merchandising Activities page.	Define the product details for each product defined for the customer promotion.
Create Multiple Customer Promo - Funds	TD_PROMO_FUND	Promotions, Manage Promotions, Create Multiple Customer Promo, Funds	Define the funds to use for the promotion costs associated with the customer promotion. Note. This page is available if the value of the Level to Fund Promotions field is Promo or Both.
Create Multiple Customer Promo - Promotion Group Details	TD_PROMO_GP_OVRIDE	Click the Details link next to the promotion group on the Create Multiple Customer Promo - Products page.	View the products that are in the promotion group. Note. This page is available if the value of the Level to Promote Products field is Promo or Both and the Promotion Type is Group.

Defining the Details for the Customer Promotion

Access the Create Multiple Customer Promo - Details page (Promotions, Manage Promotions, Create Multiple Customer Promo, Details).

This page functions in the same way as the Create Customer-Specific Promo - Promotion Details page. The only difference is that the customer ID and the customer description fields are not on this page.

Defining the Products for the Customer Promotion

Access the Create Multiple Customer Promo - Products page (Promotions, Manage Promotions, Create Multiple Customer Promo, Products).

This page functions the same way as the Create Customer-Specific Promo - Products page. The only difference is that the customer ID and the customer description fields are not on this page.

Defining the Customers Offered the Promotion

Access the Create Multiple Customer Promo - Customers page (Promotions, Manage Promotions, Create Multiple Customer Promo, Customers).

Selecting Customers

To select a customer to associate with the customer promotion, you can:

Click the Add All button next to a customer or node in the customer tree.

When you click the Add All button next to a node, the system automatically selects everything under that node, and the customers that you select appear in the Customers group box.

Click the Remove All button next to a customer or node in the customer tree if you want to remove some or all customers from the Customers group box.
Select the customers that you want to associate with the multiple customer promotion by manually entering the Customer ID in the Customers group box at the bottom of the page.

Customers

Action

Select an action for the customer. When you select an action, the system takes you to the Create Customer-Specific Promo component where you can maintain the data specific to the customer next to the action field. The value that you select determines the page that appears next. Values are:

Funds: Displays the Create Customer-Specific Promo - Funds page. This action is only available if the Level to Fund Promotions option on the Promotions Options - General Options page is Both or Promo.
Merchandising Activities: Displays the Create Customer-Specific Promo - Merchandising Activities page.
Metrics: Displays the Create Customer-Specific Promo - Metrics page.
Products: Displays the Create Customer-Specific Promo - Products page. This action is only available if the Level to Promote Products option on the Promotions Options - General Options page is Both or Promo.
Promotion Details: Displays the Create Customer-Specific Promo - Promotion Details page.

See Also

Maintaining Customer Promotions

Defining Merchandising Activities for the Customer Promotion

Access the Create Multiple Customer Promo - Merchandising Activities page (Promotions, Manage Promotions, Create Multiple Customer Promo, Merchandising Activities).

This page functions the same way as the Create Customer-Specific Promo - Merchandising Activities page. The only difference is that the customer ID and description fields are not on this page.

Defining the Product Details for the Customer Promotion

Access the Create Multiple Customer Promo - Product Details page (click the Product Details link on the Create Multiple Customer Promo - Merchandising Activities page).

This page functions the same way as the Create Customer-Specific Promo - Product Details page. The only difference is that the customer ID and description fields are not on this page.

Defining the Funds for the Customer Promotion

Access the Create Multiple Customer Promo - Funds page.

This page functions the same way as the Create Customer-Specific Promo - Funds page. The only difference is that the customer ID and description fields are not on this page.

Viewing Promotion Group Details

Access the Create Multiple Customer Promo - Promotion Group Details page (click the Details link next to the promotion group on the Create Multiple Customer Promo - Products page).

This page functions the same way as the Create Customer-Specific Promo - Product Prices page. The differences are the customer ID and description fields are not on this page and you cannot enter product prices.

Viewing the Promotion Calendar

This section discusses how to view the promotion calendar.

Page Used to View the Promotion Calendar

Page Name	Definition Name	Navigation	Usage
Promotion Calendar (inquiry)	TD_PROMO_CALENDAR	Promotions, Manage Promotions, Review Promotion Information, Promotion Calendar Click the Calendar link on the Create Customer-Specific Promo component, Create Multiple Customer Promo component, or Create National Allowance component.	View all customer promotions and national allowances for a specific customer and time frame.

Page Name

Definition Name

Navigation

Usage

Promotion Calendar (inquiry)

TD_PROMO_CALENDAR

Promotions, Manage Promotions, Review Promotion Information, Promotion Calendar

Click the Calendar link on the Create Customer-Specific Promo component, Create Multiple Customer Promo component, or Create National Allowance component.

View all customer promotions and national allowances for a specific customer and time frame.

Viewing the Promotion Calendar

Access the Promotion Calendar inquiry page (Promotions, Manage Promotions, Review Promotion Information, Promotion Calendar).

Search Criteria

Search

Click this link to view the national allowances and customer promotions associated with the selection criteria that you entered.

Promotions

The system lists all the promotions that meet the selection criteria and assigns a color bar to each customer promotion and two vertical bars for each national allowance.

Description

When you click the Promotion Description link either the National Allowances inquiry component or the Customer Promotions inquiry component appears depending on the type of promotion.

Using either of these components, you can view the details for the specific promotion.

Calendar

This section displays information about customer promotions and national allowances using a calendar format. The system marks the time frame for the promotion with either the colored bars or colored vertical bars it assigned. The bars start with the first order date for the promotion and end with the last performance date for the promotion.

Comparing Planned and Actual Promotion Values

This section discusses how to:

Review planned, actual, and consumed promotion values.
View charts for planned and actual values.

Understanding Planned and Actual Promotion Values

The Planned vs. Actual component is used to compare planned, actual shipped, and actual consumed values on a single analytic page. Using the Planned vs. Actual component, you have the ability to compare the actual performance of a customer promotion against the planned metrics and consumed analytic information. If a similar or prior year promotion contains analytic history, the planned, actual shipped, and actual consumed metrics can be analyzed in order to create, copy, or adjust new customer promotions. In addition to promotion costs, you can also consider product cost when reviewing promotional data if the user is authorized to view this secure information. After you approve and execute the promotion, you have the capability to monitor progress against the promotion on an ongoing basis.

If consumer information is available, the promotion can be analyzed by comparing planned, actual shipped, and now consumed metrics to determine the promotion profitability.

Customer promotion metric charts can be viewed from the Planned vs. Actual page representing a graphical format of selected promotion quantity, lift, and sales/cost information.

Pages Used to View Planned vs. Actuals

Page Name	Definition Name	Navigation	Usage
Planned vs. Actuals	TD_PROMO_PLN_ACT	Promotions, Analysis, Planned vs. Actual, Planned vs. Actual Click the Planned vs. Actual link from the Create Customer Specific-Promo - Metrics page. Click the Planned vs. Actual link from the Customer Promotion -Metrics page.	View Planned, Actual Shipped, and Actual Consumed Data and comparison charts for a promotion. View Quantity Comparison Chart by selecting the arrow to expand the section. View Planned vs. Actual Lift % Chart by selecting the arrow to expand the section. View Analytic Comparisons Chart by selecting the arrow to expand the section.

Page Name

Definition Name

Navigation

Usage

Planned vs. Actuals

TD_PROMO_PLN_ACT

Promotions, Analysis, Planned vs. Actual, Planned vs. Actual

Click the Planned vs. Actual link from the Create Customer Specific-Promo - Metrics page.

Click the Planned vs. Actual link from the Customer Promotion -Metrics page.

View Planned, Actual Shipped, and Actual Consumed Data and comparison charts for a promotion.

View Quantity Comparison Chart by selecting the arrow to expand the section.

View Planned vs. Actual Lift % Chart by selecting the arrow to expand the section.

View Analytic Comparisons Chart by selecting the arrow to expand the section.

Reviewing Planned and Actual Values

Access the Planned vs. Actual page (Promotions, Analysis, Planned vs. Actual, Planned vs. Actual).

Customer Metrics

The system calculates and displays the fields on this page from other information that is associated with the customer promotion, including returns data taken into account when the Backout Returns? check box is selected for any of the merchandising activities for the promotion. The calculations displayed in the:

Planned column on the Planned, Actual Shipped & Actual Consumed Data group box are based on the planned ship quantities for all merchandising activities on the customer promotion. Most of these same values are also displayed in the forecasted consumption and the promotion totals values on the Metrics page.
Actual Shipped column on the Planned, Actual Shipped & Actual Consumed Data group box are based on the actual shipped quantities, returned amounts, if applicable, invoiced amounts, credit amounts and paid amounts for all merchandising activities on the customer promotion.
Actual Consumed column on the Planned, Actual Shipped & Actual Consumed Data group box are based on the actual consumption data entered on the Maintain Consumption Data page. The system retrieves data for the Consumption Data Source entered and defaults the values to the Scanned Point of Sale Qty field. The consumption data is summarized for dates between the First Performance Date and Last Performance Date to calculate the scanned point of sale quantity:

Scanned Point of Sale Qty = Converted Units + Converted Lift.

Scanned Point of Sale Qty (scanned point of sale quantity)	Displays a total of the consumption data records for a specific customer/product and performance dates depending on the consumption data source selected on the Planned vs. Actual page. You can also manually enter a numeric value in the Scanned Point of Sale Qty field and then click the Calculate button to update the Actual Consumed column.
Consumption Data Source	Displays the consumption data source selected on the Promotions Options - Generation Options page. This field determines what data source is used to retrieve data for the Actual Consumed column. Note. You can change the Consumption Data Source field on the Planned vs. Actuals page, and then click the Calculate button to recalculate the values in the Actual Consumed column.
Inventory Business Unit	Displays the default inventory business unit selected on the Promotions Options - General Options page. This field determines the business unit from which the system will retrieve the product cost. You can change the Inventory Business Unit field on the Planned vs. Actual page, and then click the Calculate button to recalculate the value in the Promotion Product(s) Cost field. Note. This field will only display if the View Product Cost? option is selected in the user preferences to allow you access to view product cost information.
Promotion Product(s) Cost	Displays the average of all product costs for the customer promotion calculated from the default inventory business unit selected on the Promotions Options - General Options page. You can change the Promotion Product(s) Cost field on the Planned vs. Actuals page, and then click the Calculate button to recalculate the values in the Planned, Actual Shipped & Actual Consumed Data group box. Note. This field will only display if the View Product Cost? option is selected in the user preferences to allow you access to view product cost information.

Planned, Actual Shipped & Actual Consumed Data

The Planned, Actual Shipped & Actual Consumed Data group box displays metrics from these three columns shown in the table below:

Columns	Description
Planned	Displays what you predict will be sold for a promotion.
Actual Shipped	Displays what was actually shipped, returned, and paid for a promotion.
Actual Consumed	Displays what was actually sold to end consumers.

Ship Quantity	Displays the product quantity you expect to ship/shipped in the customer promotion UOM.
Incremental Lift Percentage	Displays the percentage increase over the base units that you expect to sell/sold during the customer promotion. (Ship Qty/Base Qty – 1) * 100
Sales	Displays the total gross sales across all merchandising activities for the customer promotion. Ship Qty * Average Price of all Products on the Promotion
Incremental Sales	Displays the total for incremental gross sales across all merchandising activities for the customer promotion. (Ship Qty - Base Qty) * Average Price of all Products on the Promotion
Promotion Costs	Displays the total promotion costs for all merchandising activities for the customer promotion. Total Variable Costs + Total Fixed Costs Note. Variable costs include all unit costs such as off-invoice, bill back, product add and consumption costs. Fixed costs include insertion, lump sum and overhead costs. See Viewing Metrics Associated With the Customer Promotion.
Product Costs	Displays the average product cost of all products defined on the customer promotion in the customer UOM. Average Product Cost * Ship Qty Note. This field will only display if the View Product Cost? option is selected in the user preferences to allow a user security access to view product cost information.
Contribution	Displays the net sales for running the customer promotion. Sales - Promotion Costs
Contribution with Product Costs	Displays the net sales for running the customer promotion including the product cost. Sales - Promotion Costs - Product Costs Note. This field will only display if the View Product Cost? option is selected in the user preferences to allow a user security access to view product cost information.
Incremental Contribution	Displays the additional net sales that result from running the promotion, based on incremental sales. Incremental Sales - Promotion Costs
Incremental Contribution with Product Costs	Displays the additional net sales that result from running the promotion, based on incremental sales including the product cost. Incremental Sales - Promotion Costs - Product Costs Note. This field will only display if the View Product Cost? option is selected in the user preferences to allow a user security access to view product cost information.

Using Charts to View Planned and Actual Values

Access the Quantity Comparisons Chart (Promotions, Analysis, Planned vs. Actual, Planned vs. Actual and click the Planned vs. Actual link from the Customer Promotion -Metrics page).

Access the Planned vs. Actual Lift % Chart.

Access the Analytic Comparisons Chart.

Maintaining Consumption Actuals

This section discusses how to define consumption actuals.

Page Used to Maintain Consumption Actuals

Page Name	Definition Name	Navigation	Usage
Actual Unit Consumption	TD_ACTUAL_CONSUMPT	Promotions, Payments, Specify Consumption Actuals, Actual Unit Consumption	Enter incurred and actual units redeemed for a consumption merchandising activity. By entering this information you can monitor and track consumption merchandising activity associated with a customer promotion.

Defining Consumption Actuals

Access the Actual Unit Consumption page (Promotions, Payments, Specify Consumption Actuals, Actual Unit Consumption).

Incurred Units Redeemed

Enter the number of incurred units redeemed for the consumption merchandising activity. The incurred units redeemed is used to generate general ledger accrual transactions for incurred liability during the Accrual and Financial Update process. The incurred units redeemed is not used to authorize promotional payments during the Accrual and Financial Update process.

Actual Units Redeemed

Enter the number of actual units redeemed for the consumption merchandising activity. The system populates the value that you enter for actual units redeemed into the incurred units redeemed field.

The actual units redeemed is used to determine the authorization amount for promotional payments during the Accrual and Financial Update process. In addition, the actual units redeemed is used to calculate the Unit Value and Unit Handling amounts that are displayed on the Payment Authorization page and calculated for checkbook data.

Maintaining Checkbooks

Generating the Promotion Forecast Report

This section provides an overview of the demand management integration and discusses how to generate the Promotion Forecast report.

Understanding PeopleSoft Demand Management Integration

It's imperative that you plan the product demand for promotional activities. The Promotion Forecast report provides the tool necessary to sync demand management events with promotional activities that you create in Promotions Management.

Using the Promotion Forecast report, you can view a product's planned promotional activity for customer promotions in a status of planned, approved, or planned and approved for a particular time frame and forecaster. This report can be sorted in a variety of methods determined by product, customer, item, or customer or product groups.

Advanced planning operators can use this report to make the appropriate demand management event entries to assist them in their planning.

See TDS1000 - Promotion Forecast Report.

Page Used to Generate the Promotion Forecast Report

Page Name	Definition Name	Navigation	Usage
Promo Forecast	RUN_TDS1000	Promotions, Manage Promotions, Reports, Promotion Forecast, Promo Forecast	Set up control parameters and generate the Promotion Forecast SQR report (TDS1000).

Generating the Promotion Forecast Report

Access the Promo Forecast page (Promotions, Manage Promotions, Reports, Promotion Forecast, Promo Forecast).

Forecaster	If you enter a value in this field, the Promotion Forecast report only reports items that are forecasted by the selected forecaster in any Inventory business unit.
Date Option	Select the date option that you want to use to generate data for the report. Values are: Order: The report only selects promotions with order dates that are valid at any time during the selected from date and to date. Scheduled Ship: The report only selects promotions with scheduled ship dates that are valid at any time during the selected from date and to date. Requested Arrival: The report only selects promotions with requested arrival dates that are valid at any time during the selected from date and to date.
Promotion Status	Select the status that you want to use to generate data for the report. Values are: Approved Promotions Only: The report only selects promotions with a status of Customer Approved (CA). Planned & Approved Promotions: The report selects promotions with a status of Planned (PL), Released (RL), Pending Approval (PA), Manager Approved (MA), and Customer Approved (CA). Planned Promotions Only: The report only selects promotions with a status of Planned (PL), Released (RL), Pending Approval (PA), and Manager Approved (MA).
Report Quantity	Select the type of quantity that you want to appear on the report. Values are: Plan Qty: Plan ship quantity is the planned ship quantity that you entered on the promotion. The system calculates the lift quantity and percent by subtracting the base units that you entered on the promotion from the planned ship quantity. You can override the planned ship quantity on the promotion, and this option captures the override. If the promotion is for a promotion group instead of an individual product, all quantities are weighted according to the weights defined on the Create Customer-Specific Promo - Product Details page. Target Qty: Plan ship quantity is the calculated ship quantity on the promotion. The system calculates the calculated ship quantity by multiplying the base units that you entered on the promotion by the incremental lift percentage and by the participation percentage, which you defined on the promotion. The Promotion Forecast report does not check the planned shipped quantity that was entered for the promotion. If the promotion is for a promotion group instead of an individual product, all quantities are weighted according to the weights defined on the Create Customer-Specific Promo - Product Prices page.
Sort Option	Select the sort option for the report. Values are: Cust Group: (customer group) The report is sorted by customer group. Customer: The report is sorted by customer. Item ID: The report is sorted by item ID. With this option the system prints a total lift quantity for each item before printing the next item. Product Group: The report is sorted by product group. Product ID: The report is sorted by product ID. With this option the system prints a total lift quantity for each product before printing the next product.

See Also

TDS1000 - Promotion Forecast Report

Common Elements Used in This Chapter

Base Units	Enter the number of units of this product sold to this customer during the specified time period without the promotion.
Base Lift	Enter the actual lift in units above the base units that the customer actually consumed during the specified time period.
Converted Units	Enter the base units value, converted to the equivalent unit of measure (UOM) that you entered on the Promotions Options - General Options page.
Converted Lift	Enter the base lift value, converted to the equivalent UOM that you entered on the Promotions Options - General Options page.
Price	Enter the shelf price that the end consumer would normally see on the customer's shelf for this product.
Promo Price (promotion price)	Enter the discounted price for the product received from the promotion.
Display % (display percent)	Enter the percentage of sales generated in the presence of a display type of merchandising activity only.
Feature % (feature percent)	Enter the percentage of sales generated in the presence of a feature type of merchandising activity only.
TPR % (total price reduction percent)	Enter the percentage of sales generated in the presence of a total price reduction merchandising activity only.
Feature & Display % (feature and display percent)	Enter the percentage of sales generated in the presence of both a feature and a display merchandising activity.
Freq Shopper % (frequent shopper percent)	Enter the percentage of sales generated in the presence of a frequent shopper incentive price.
Increased Lift % (increased lift percentage)	Enter the percentage increase in sales from the promotion during the specified time period.