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Set Up Trade Promotion Management
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            Lump Sum Equal Split Accrual Calculation

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            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.

            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: Weekly Promotion Fee

            Calculation: The total amount is divided by the number of days in the period. The calculation includes special rounding with a carry-over to ensure that the total accrued amount exactly matches the lump sum.

            For example:, you have a tactic with a lump sum cost of $5,000 for account X and product Y, which runs for 7 days (June 17 to June 23, 2025). You want to split this cost evenly across each day of the promotion.

            • Day 1: $714.29

            • Day 2: $714.28

            • Day 3: $714.29

            • ...and so on, until the total reaches $5,000.

            Rule Definition: Create a LumpSum_Equal rule. The system automatically calculates the daily split based on the Date From, Date Thru, and Value fields.

            Rule Attribute Value
            Rule Type LumpSum_Equal
            Product Y
            Account X
            Date From June 17, 2025
            Date Thru June 23, 2025
            Value 5000
             
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