Siebel Consumer Goods Guide > Trade Promotions > Process of Managing Phasing for Account Promotions (End User) >

Enabling Phasing for Account Promotions

Account managers can set up phasing for an account promotion if they want see category and product data for the account promotion on a weekly basis. You can use phasing if you want to allocate the aggregate cost, volume, and payment data throughout the weeks in the shipment time period for the account promotion.

To enable phasing for an account promotion, you designate that the account promotion uses phasing functionality, and then you set up the phasing pattern for the account in the account promotion. This phasing pattern determines how category and product data is allocated throughout the weeks that you designate in the pattern.

When you enable phasing for an account promotion, you automatically enable phasing for all categories and products in that account promotion. You cannot disable phasing for selected categories or products in an account promotion after you enable phasing for the account promotion. Also, you cannot disable phasing for an account promotion and for all the categories in the account promotion:

• After you phase a promoted category in the account promotion.
• If the Status field changes to Paid for a payment associated with a deal for any category in the account promotion. (To find the Status field, navigate to the Promotions screen, then the Account Promotions List, drill down on the Promotion field hyperlink, drill down on the Category field hyperlink in the Promoted Categories list, click the Deals view tab, and click the Payments view tab.)

After you enable phasing for an account promotion, you cannot change the shipment start date and the shipment end date if the current date is after the shipment start date. Also, you cannot change the shipment start date and the shipment end date if the account promotion status is Finalized.

This task is a step in Process of Managing Phasing for Account Promotions (End User).

To enable phasing for an account promotion

1. Navigate to the Promotions screen, then the Account Promotions List view.
2. Select the account promotion for which you want to enable phasing.
3. Select the Phasing Enable check box.

   The Phasing Enable field for all categories and products in the account promotion is selected.

Use the following procedure to create a phasing pattern for an account in an account promotion.

To create a phasing pattern for an account in an account promotion

1. Navigate to the Administration - Pattern screen, then the Pattern Administration view.
2. In the Pattern list, create a new record, and complete the necessary fields.

   The following table describes some fields.

   Field	Comments
   Pattern	The name of the pattern.
   Account Name	The account for the pattern. This pattern is available only to account promotions for this account and the subaccounts for this account.

3. In the Pattern Distribution list for the pattern, create at least one new record, and complete the necessary fields.

   The following table describes some fields.

   Field	Comments
   Sequence	A number that designates a week in the shipment time period for the account promotion. This field is automatically populated with a number when you create a record, but you can overwrite this number. Use 1 for the first week, 2 for the second week, and so on. You cannot use a pattern for phasing if you do not assign at least 1 sequence. The number of weeks in a pattern must be equal to or less than the number of weeks in the shipment time period for which the time periods are created.
   Pattern Distribution	The percentage of the aggregate data that is distributed to the associated sequence week. Make sure that the pattern distribution values for all of the sequences in a pattern add up to 100%. You cannot use the pattern for phasing if the values total less than or more than 100%.