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Set Up Trade Promotion Management
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            Filter Relevant Tactics

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            3. Set up and Maintain Trade Promotion Management

            Filter Relevant Tactics

            If you don't select a customer on the Link Tactics page in Claims, the system incorrectly shows tactics from all customers in a Sales organization instead of showing only the tactics that are relevant to the promotion. To view the relevant tactics, adjust your custom 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 definition in custom metadata: CG Cloud System Admin
            1. In Setup, find and select Custom Metadata Types.
            2. Next to Query Definitions, click Manage Records.
            3. Select Filtered Tactic Selection Query.
            4. Go to Query UIs Related List and select Customer Anchor.
            5. In the Customer Anchor record, update these settings:
              1. Set UI Default Value to ALL.
              2. Leave Controls Inclusion/Exclusion empty.
            6. Save your changes.

            Now, when you link tactics to claims, you see only the tactics related to your promotion even if you haven't selected a customer.

             
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