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

Recalculating Phasing Results for Categories

To see the current phasing result for a promoted category, account managers must recalculate the result when the Phasing Status field for the category is Refresh Required. The Phasing Status field changes to Refresh Required if:

• You change the Est Incremental Volume field for the category's account promotion.
• You change the Incremental field in the category's Promoted Product Baseline list. Changing this field changes the Est Incremental Volume field for the promoted category.
• You associate baseline data with promoted products. You click the Baseline button in the Account Promotions List view to make this association. Making this association changes the Est Baseline Volume, PY Baseline Volume, and Target Baseline Volume fields for the promoted category.
• You change the Est Distribution Update Pct fields for some weeks in the phasing result for the promoted category. Your changed values for all weeks must add up to 100%. When you change a percentage in this field, you supersede the percentage for the corresponding week in the phasing pattern.
• Any of the following category fields change:

  Est Total Volume	Act Ship Volume
  Est Deferred Cost	Act Deferred Payment
  Est On-Invoice Cost	Act On-Invoice Payment
  Est Fixed Cost	Act Fixed Payment

  These promoted category fields are calculated fields, and you cannot enter data in them. However, these fields can change if you make changes in other records (for example, deal or deal payment records).

When you recalculate the phasing result, you do not update all of the fields in the phasing result. The following fields are not updated:

• All planned fields
• All fields for the weeks that are before the week that contains the date that you recalculate the phasing result

If the current date is before the start date for the account promotion's shipments, you cannot recalculate the phasing result for all the promoted categories. However, you can change the phasing pattern for a promoted category and again phase the category. For more information about the phasing results, see About Phasing Recalculation Results for Promoted Categories.

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

To recalculate the phasing result for a promoted category

1. Navigate to the Promotions screen, then the Account Promotions List view.
2. Drill down on the Promotion field hyperlink for an account promotion.
3. In the Promoted Categories list, click the Category field hyperlink for the category for which you want to recalculate the phasing result.
4. Click the Phasing Result view tab to display the result of the previous phasing.
5. Click Recalculate to display the result of the phasing recalculation.

   The Phasing Status field for the promoted category changes to Phase Updated.