Loading
Feature degradation | Gmail Email delivery failureRead More
Set Up Trade Promotion Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Rule Types

            You are here:

            1. Salesforce Help
            2. Docs
            3. Set up and Maintain Trade Promotion Management

            Rule Types

            You can calculate accruals using rules that you configure. The method you choose depends on your business scenario.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Trade Promotion Management, Data Cloud, and CRM Analytics are enabled
            • Dynamic Accrual Calculation
              The dynamic or rate per unit method is ideal for promotions with variable costs, like per-case rebates or percentage-based discounts. It calculates the accrual by multiplying a rate that you define by an actual value, such as sales volume.
            • Lump Sum Effective Date Accrual Calculation
              The Lump Sum Effective Date method is perfect for fixed, one-time costs, such as slotting fees or display setup charges. It applies the entire fixed amount as a single accrual on a specific date you choose.
            • Lump Sum Equal Split Accrual Calculation
              The Lump Sum Equal Split method evenly distributes a total fixed amount over a defined period. This is useful for costs that are incurred over the entire duration of a tactic, such as weekly advertising space.
             
            Loading
            Salesforce Help | Article