Table 19. Buttons And Methods For Trade Promotion Configurations
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Only Corporate Promotions |
Apply Updates |
ApplyCorpUpdates |
Copies revised data in a corporate promotion to account promotions. This copying is supported by way of Service Request Manager if the application is running on a server, and by Object Manager if the application is not running on a server. |
Bus Comp and Bus Service Layer |
Create Account Promotions |
CommitAccnt (on BC layer) ApplyCorp Promotion ApplyCorp PromotionSvrReq |
Creates account promotions for the target accounts from a corporate promotion and copies the data in the corporate promotion to the account promotions. ApplyCorp Promotion is on the BS layer through Object Manager if the application is not running on a server, and through Server Request Manager if it is running on a server. ApplyCorpPromotionSvrReq is on the BS layer through Object Manager if the application is not running on a server, and through Server Request Manager if it is running on a server. |
Bus Comp Layer and Bus Service Layer |
Only Account Promotions |
Calculate Lift % |
CalculateLiftPct |
Automatically estimates promotional lift percentage from the Lift Factor table. |
Bus Comp and Bus Service layer |
Refresh Pricing |
UpdatePromoPrice Cost (BC and BS layer) UpdatePromoPrice CostSvrReq (BS layer by Server Request Manager) |
Refreshes the Promotion Revenue, COGS, and ROI calculations. Use the button on the Promotion applet to invoke this business service. |
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Add High-Level Categories |
ShowPopup |
Opens a dialog box from which the user can select a high-level category to add to an account promotion. When the user adds a category from a high-level promotion, the values in various fields in the high-level promotion are copied to the corresponding fields for the promoted category. |
Applet Layer |
Aggregate |
CatAggregate DoCatAggregate |
For all account promotions, creates a separate total for each product and account combination that is associated with the values in the Incremental fields in the Promoted Product Baseline list. Then, updates the Promotion Incremental Qty field in the Product Baseline list in sales volume planning with these totals. |
Bus Comp Layer |
Baseline |
OnBaselineData OnMovementData (BS layer) OnMovementData SvrReq (BS Layer by Server Request Manager) |
Updates the Promoted Product Baseline view with product baseline data from sales volume plans based on the account as well as the shipment start and end dates for the promoted products. This hard-coded method functions only if these required fields contain data. The volumes roll up from this view to promoted products, promoted categories, and account promotions, but not to plans. Then, a user can add incremental volume to each baseline record. This method is supported by Service Request Manager if the application is running on a server, and by Object Manager if the application is not running on a server. |
Bus Comp Layer and Bus Service Layer |
Phase (Promoted Categories) |
CreatePhaseData ForCategory |
Calculates and displays the phasing results for a promoted category. |
Bus Comp Layer |
Phase (Promoted Products) |
CreatePhaseData ForProduct |
Calculates and displays the phasing results for a promoted product. |
Bus Comp Layer |
Recalculate (Promoted Categories) |
RecalcPhaseData ForCategory |
Recalculates and displays phasing results for a promoted category. |
Bus Comp Layer |
Recalculate (Promoted Products) |
RecalcPhaseData ForProduct |
Recalculates and displays phasing results for a promoted product. |
Bus Comp Layer |
Shipment |
OnShipmentData OnMovementData (on BS layer) OnMovementData SvrReq (on BS Layer by way of Server Request Manager) |
Updates the Shipments view with product shipment data from sales volume plans based on the account as well as the shipment start and end dates for the promoted products. The estimated shipment volumes roll up from this view to promoted products, promoted categories, account promotions, and plans. This method is supported by Service Request Manager if the application is running on a server, and by Object Manager if the application is not running on a server. |
Bus Comp Layer and Bus Service Layer |
Both Corporate and Account Promotions |
Products |
OnCatalogProduct (on BC layer) AddCatagory Products (on BS layer) AddCategory ProductSvrReq (on BS layer) |
Finds the products that are associated with all promoted categories in a corporate promotion or an account promotion and adds them as promoted products in the promoted categories of the corporate promotion or account promotion. The Products button invokes the CPG Plan Account Promotion Product business component. |
Bus Comp Layer and Bus Service Layer |
Spread |
OnSpread |
Allocates (to the nearest whole dollar) the values in source fields for incremental volume, fixed slotting fees, and other fixed expenditures, from higher levels to corresponding target fields in lower levels of the account promotion hierarchy. Any remaining value that is not allocated is randomly distributed to the lower-level records. Allocates the values in the Est Off Invoice Spend and Est Bill Back Spend fields in an account promotion from promoted products to promoted product baselines. Copies the values in the Off Invoice Rate, Off Invoice Pct, Bill Back Rate, and Bill Back Pct fields in a corporate promotion or account promotion from promoted categories to promoted products. For information about configuring the Spread button to allocate other source fields using different allocation methods, see Configuring the Spread Button. |
Bus Comp Layer |
Only Plans |
Update |
UpdateAccntPlan (on BC and BS layer) |
Updates the Est Baseline Volume, PY Baseline Volume, Target Baseline Volume, PY Baseline Revenue, and Target Baseline Revenue fields in a plan with data from sales volume plans. For information about configuring the Update button to update other fields, see Configuring the Update Button. |
Bus Comp Layer and Bus Service Layer |
Only High-Level Promotions |
Forecast |
GetCatBaseline Data |
Updates the Est Baseline Volume field and the Est Baseline Revenue field in a high-level promotion with data from sales volume plans. For information about configuring the Forecast button to update other fields, see Configuring the Forecast Button. |
Bus Comp Layer |
Simulate (High-Level Promotions) |
SimulateCategory |
Obtains the category lift factor for a high-level promotion and then uses the lift factor and other parameters that the user designates to calculate and display the estimated incremental volume for the high-level promotion. |
Bus Comp Layer |