Trade Funds

This chapter covers the procedures necessary to set up and assign funds to account promotions, promoted categories, and promoted products. Topics include:

• About Trade Funds

• Scenario for Managing Funds for Account Promotions

• Process of Managing Trade Funds

• Creating Funds

• Adding Child Funds to Parent Funds

• Adjusting Funds

• Reviewing Deals

• Reviewing Fund Payments

• Transferring Fund Amounts Without Constraint

• Reconciling Deals

• Closing Deals

• Forecasting Accrual Funds (End User)

• Transferring Fund Amounts with Constraint (End User)

• Approving Fund Transfers (End User)

• Submitting Payments for Funds (End User)

• Reviewing Funds (End User)

• About Configuring Trade Funds

• Configuring Trade Funds