CG Promotion Planning

This ERD (see the following figure) illustrates how Siebel Business Applications support the funding of trade promotions in channel management and the Consumer Goods (CG) industry. Marketing development funds (MDFs) are defined for an account, for a product line or product category, and for an accounting period. An MDF can be a fixed sum of money, an accrual fund, or a mixture of the two. The value of the accrual fund is typically determined based on an accrual rate multiplied by either the number of units sold, or the revenue in a given period from one or more specific products that are representative of the product line or category of the fund. Planned expenses for the various tactics involved in the planning and execution of product promotions can be allocated to one or more MDFs. Allocations that have not yet been approved are considered fund requests. One or more such MDF allocations can be covered by a single payment to the partner account.

Advanced Planning is a feature designed to address the process used by CG organizations to plan sales volume and sales revenue at key accounts. Advanced Planning is part of a broader process called Trade Marketing. Trade Marketing includes planning, executing, and analyzing sales.

The following table lists the entities in this ERD and their corresponding tables.

Entity	Table
Account	S_ORG_EXT, S_PARTY
Authorized Product	S_ORG_PROD
Fund Allocation	S_MDF_ALLOC
Marketing Development Fund	S_MDF
Marketing Event or Activity	S_SRC
MDF Accrual	S_MDF_ACCRUAL
Payment	S_SRC_PAYMENT
Period	S_PERIOD
Person	S_CONTACT, S_PARTY
Position	S_POSTN, S_PARTY
Price List	S_PRI_LST
Price List Item	S_PRI_LST_ITEM
Product Internal	S_PROD_INT
Product Line	S_PROD_LN
Product Structure	S_PROD_REL or S_PROD_ITEM
Promotion Plan	S_SRC
Promotion	S_SRC
Promotion Account	S_SRC
Promotion Product	S_SRC
Promotion Category	S_SRC
Promotion Account Product	S_SRC