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Set Up Trade Promotion Management
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            Determine the Promotion Categories Assigned to the Promotion

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            3. Set up and Maintain Trade Promotion Management

            Determine the Promotion Categories Assigned to the Promotion

            The system considers the Promotion Access Definition Policy of the sales org and the promotion’s anchor customer or anchor customer set to determine the promotions that a user can access.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

            While creating a promotion for a customer or a customer set, the system generates a Promotion Product Share record for each product category to which the user has access. The Promotion Product Share record is used along with the Product Category Share object to determine the categories that the user has access to in a promotion.

            This table explains how Promotion Product Share is determined from the Product Category Share:

            If Then
            The promotion has product categories for which the user has Read or Write access. The user can add or remove such categories to or from the promotion.
            The product categories for which the user has Read or Write access aren’t assigned to the promotion. The user can add or remove such categories to or from the promotion along with the other product categories.

            Whenever a category is included in the promotion, the system creates a Promotion Product Share record for the included category. Similarly, when a category is removed from the promotion, the system deletes the Promotion Product Share record of the category.

             
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