Allocate Funds to Promotions

As account managers, you can allocate funds to the promotions and deduct the amount from the fund associated with your account. You can associate multiple promotions with a fund.

To create a fund, see the Manage Budgets and Funds section in Using Consumer Goods Guide.

To allocate funds to a promotion:

1. Navigate to Promotions and select the promotion to which you want to allocate funds to.

2. Navigate to the Accounts subtab and perform the following steps:

   1. Click Add to search for the account that's associated with the fund which you use to allocate an amount for the promotion.

   2. Search and select the account you want to associate with the promotion and click OK.

3. Navigate to the Fund Allocation subtab and click Create.

4. On the Create Fund Allocation page, you must specify the following information and click Save and Close:

   • Select the trade fund from which you want to allocate funds to the promotion.

     Note:

     You must select an active fund.

   • Specify the amount to allocate for the promotion.

5. Click Submit > Save.

   Note:

   After a promotion is submitted, the promotion status is automatically changed to approved. The fund allocation is automatically approved. After the associated promotion is submitted.

6. On the fund allocation subtab, click the name of the fund which was used to allocate funds to the promotion.

   The fund record opens. The account manager can review the remaining balance and allocated amount which have been updated after deducting the amount that's approved for the promotion.