Creating Default Values for Plans

Use this feature to capture the default values for promotions. Account managers can overwrite the account plan for specific promotions. Default dates and durations are created automatically.

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

To create default values for plans

1. Navigate to the Plans screen, then the Plan List view.

2. Drill down on the Name field hyperlink for the plan record.

3. Click the Defaults view tab.

4. In the Date Defaults form, complete the necessary fields.

   The following table describes the fields.

   Field	Description
   Sell-In Duration	For sell-in promotions, this value, in weeks, determines End Date. The default is NULL.
   Sell-Out Duration	For sell-out promotions, this value, in weeks, determines End Date. The default is NULL.
   Start Week	The base field for setting dates. The Sell-In and Sell-Out offset fields apply in days in addition to the Start Week field and auto-adjust the Sell-In and Sell-Out field dates based on the offset.
   Sell-Out Offset	The day of the week in which the customer’s promotions start. Account managers can enter an exact promotion date by entering the week in which a promotion begins.
   Promotion Duration	The default duration at the account plan level is set and defaults to promotions. Account managers can overwrite the account plan for specific promotions. A default end date is created automatically.
   Sell-In Offset	How soon before a promotion starts that the customer usually begins purchasing for the promotion. This information is especially important to capture when a discounted price is made available to the customer (retailer) to buy the product for the promotion.
   Shipment Duration	The duration of the Buy Period of the promotion, which is when the customer can buy the product at a discounted rate for the promotion. If the customer is only compensated for the promotion based on sell-out volumes, then the sell-out dates are important for demand planning. Account managers can overwrite the account plan for specific promotions. A default end date is created automatically.

5. In the Preferred Payment Method Defaults form, complete the necessary fields.

   The following table describes the fields.

Field	Description
Fixed Slot Fee Pay Method	The payment method that is associated with the slotting fee for the account promotion, for example, Bill Back, Check, or Deduction.
Variable Spend Pay Method	The payment method for the variable expenditure, for example, Bill Back, Off Invoice, or Deduction.
Other Fixed Spend Pay Method	The payment method that is associated with the other fixed expenditures for the account promotion, for example, Bill Back, Check, or Deduction.