Creating Corporate Promotions

Brand managers can manage corporate promotions. A corporate promotion includes information about promotional tactics for the corporate promotion, start and end dates for the corporate promotion, the objective for the corporate promotion, and other details. Account managers can review corporate promotions when creating account promotions for their accounts. They use the information included in corporate promotions, such as suggested promotional tactics, when they create account promotions.

Note: When you delete a corporate promotion, the account promotions that are associated with it are not deleted. If you do not want to retain associated account promotions when you delete a corporate promotion, delete those account promotions before you delete the corporate promotion. For more information, see Retaining Account Promotions When Deleting Corporate Promotions.

This task is a step in Process of Managing Corporate Promotions (End User).

To create a corporate promotion

1. Navigate to the Promotions screen, then the Corporate Promotions List view.

2. Create a new record, and then enter a name in the Promotion field.

3. Complete the other necessary fields.

   The following table describes some fields.

Field	Comments
Period	The time period, such as a fiscal year, for which the corporate promotion is in effect. The start and end dates for promotion, shipment, and consumption in a corporate promotion default to the start and end dates for this time period. You can change these default values.
Promotion Start Date	The recommended start date for the corporate promotion. This date must be in the time period for the corporate promotion.
Promotion End Date	The recommended end date for the corporate promotion.
Shipment Start Date	The recommended date when the shipments for this corporate promotion can begin. This date can be before the corporate promotion start date.
Shipment End Date	The recommended date when the shipments for this corporate promotion end. This date might be after the corporate promotion end date when you allow your customers to replenish their safety stock at promotion prices after the promotion is over.
Consumption Start Date	The date when a promotional tactic is in effect. This date must be in the time period of the corporate promotion. Retail execution teams can use consumption dates to verify promotion execution. You can compare consumption dates to electronic Point of Sale (ePOS) dates to verify sale amounts during a promotion.
Consumption End Date	The date when a promotional tactic is no longer in effect.
Description	Enter general information about the corporate promotion.
Objective	Enter information about the goal of the corporate promotion. You also can enter a retail objective for retail execution, such as a retail audit to verify the execution of the corporate promotion.
Support	Enter information about the reason or justification for the corporate promotion.
Tactics	Select the promotional tactic or tactics for the corporate promotion. Tactics constitute a method of promoting products to the consumer, and include the following main categories: Price, including percentages of TPR (Temporary Price Reduction) Display, including shelf, end-of-aisle (end cap), and check-out Feature, including flyers and newspaper advertisements Some of the available options combine these categories. For information about additional fields for tactics, see Fields for Details About Promotional Tactics.
Parent Account	Select the account for the corporate promotion. If a parent account with child accounts applies to the corporate promotion, select that parent account to include the child accounts in the corporate promotion. If you select a wholesaler or distributor account, the child accounts include the indirect retailers that the account services. If you want to use the Authorized Category field and the Authorized Product field to restrict the categories and products that you can add to the corporate promotion, you must select a value in this field. If the corporate promotion applies to all accounts or to multiple parent accounts, leave this field blank.
Category	Click the select button, select a parent category in the Category dialog box, and click OK. The promoted categories that you can add to the corporate promotion are restricted to the child categories for this parent category.
Active	Select this field if you want to be able to associate the corporate promotion with an account promotion. For more information about this field, see Creating Account Promotions.
SRM Request Id	When you click the Create Account Promotions button in the Target Accounts view to create account promotions for the corporate promotion, or click the Apply Updates button in the Corporate Promotions List view to revise account promotions for the corporate promotion, this field is populated with data according to the following criteria: If the Consumer Goods application is operating on a server, a process request is sent to the Server Request Manager, and this field is automatically populated with a row ID from the Server Request Manager. (This row ID is the value in the ROW_ID field in the S_SRM_REQUEST table.) This processing also applies to the Products button in corporate promotions. If the Consumer Goods application is not operating on a server, this field is not populated with data.
Execution Status	When you click the Create Account Promotions button in the Target Accounts view to create account promotions for the corporate promotion, or click the Apply Updates button in the Corporate Promotions List view to revise account promotions for the corporate promotion, this field is populated with data according to the following criteria: If the Consumer Goods application is operating on a server, a process request is sent to the Server Request Manager, and this field is populated the status of the account promotion creation process or revision process in the Server Request Manager. Values include: Pending, In Progress, Error, and Finished. This processing also applies to the Products button in corporate promotions. Note: The creation process or the revision process can take several minutes to complete. If the Consumer Goods application is not operating on a server, this field is not populated with data.
Authorized Category	This flag limits the categories that are available for selection in the Add Categories dialog box when you add promoted categories to a corporate promotion and in the Categories dialog box when you click the select button in the Category field for a promoted category in a corporate promotion: If you do not select this check box, the categories that are available for selection are not restricted further. If you select this check box, the categories that are available for selection are restricted to those categories that are associated with the parent account on the corporate promotion. This flag limits the categories that appear in the Promoted Categories list for an account promotion when you click the Create Account Promotions button in the Target Accounts view to create an account promotion from a corporate promotion: If you do not select this check box, the promoted categories in the corporate promotion appear in the Promoted Categories list. If you select this check box, the promoted categories in the corporate promotion appear in the Promoted Categories list if those promoted categories are associated with the selected target accounts.
Authorized Product	This flag limits the products that are available for selection in the Add Products dialog box when you add promoted products to a corporate promotion and in the Pick Product dialog box when you click the select button in the Product field for a promoted product in a corporate promotion: If you do not select this check box, the products that are associated with the selected promoted category are available for selection. If you select this check box, the products that are associated with the selected promoted category are available for selection if those products are on the authorized distribution list for the parent account in the corporate promotion and if the Promotable field is selected for those products on that authorized distribution list. This flag limits the products that appear in the Promoted Products list when you click the Products button to automatically add multiple products to a corporate promotion: If you do not select this check box, the products that are associated with all promoted categories and subcategories in the corporate promotion appear in the Promoted Products list. If you select this check box, the products that are associated with all promoted categories and subcategories in the corporate promotion appear in the Promoted Products list if those products are on the authorized distribution list for the parent account in the corporate promotion and if the Promotable field is selected for those products on that authorized distribution list. This flag limits the products that appear in the Promoted Products list for an account promotion when you click the Create Account Promotions button in the Target Accounts view to create an account promotion from a corporate promotion: If you do not select this check box, the promoted products in the corporate promotion appear in the Promoted Products list. If you select this check box, the promoted products in the corporate promotion appear in the Promoted Products list if those promoted products are on the authorized distribution lists for the selected target accounts and if the Promotable field is selected for those products on the authorized distribution lists.