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Set Up Trade Promotion Management
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            Filter Active Promotions In Your Claims

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            3. Set up and Maintain Trade Promotion Management

            Filter Active Promotions In Your Claims

            To make sure that tactics from inactive promotions don't appear when you link tactics to your claim, customize your metadata configuration.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To update a query condition in custom metadata: CG Cloud System Admin
            1. In Setup, find and select Custom Metadata Types.
            2. Next to Query Condition, click Manage Records.
            3. Select Base Query.
            4. In the Query Condition Detail section, click Edit.
            5. Add Promotion__r.Active__c=True to the condition in the SOQL query.
              If you're adding to existing conditions, use AND.
            6. Save your changes.

            Now, you see only the tactics from active promotions when you link tactics to claims.

             
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