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Set Up Trade Promotion Management
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            Lump Sum Effective Date Accrual Calculation

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            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.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Trade Promotion Management, Data Cloud, and CRM Analytics are enabled

            Business Scenario: One-Time Display Fee

            For example, you agree to a $7,000 fee for an in-store display for account X and product Y. The promotion runs from June 17 to June 24, 2025, and you want to recognize the full accrual on the first day.

            A single accrual transaction of $7,000 is generated on the effective date.

            Rule Definition: Create a rule and set the EffectiveDate to the day the accrual should be posted.

            Rule Attribute Value
            Rule Type LumpSum_EffectiveDate
            Product Y
            Account X
            Date From June 17, 2025
            Date Thru June 24, 2025
            Effective Date June 17, 2025
            Value 7000
             
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