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Set Up Trade Promotion Management
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            Tactic Funds

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            3. Set up and Maintain Trade Promotion Management

            Tactic Funds

            Tactic funds are funds that allocate money to a tactic. Tactic funds prepare key values that enable proper calculation, storage, and visibility of fund-specific metrics.

            Required Editions

            Available in: Lightning Experience

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

            You can link funds to tactics either manually or via an automated process. The method of linking funds is dependent on the activation status of the fund auto-determination feature:

            • If fund auto-determination is disabled, the system allows you to link funds to tactics via the Tactic Funds card manually.
            • If fund auto-determination is enabled, the system runs the fund auto-determination process.
            Note
            Note If your project doesn’t use funds, you can disable the Tactic Funds card in the promotion template. When the card is disabled, the system doesn't create tactic fund records (even if fund auto-determination is enabled).
            • Add a Fund to a Tactic
              If fund auto-determination is disabled, the system allows you to manually link funds to tactics via the Tactic Funds card. When you enable Payment Overwrite in the sales org, you can only add funds with the same fund template, which don’t have the same products assigned, and are valid for the same timeframe. You can use only one tactic fund with the anchor type set as Customer.
            • Fund Auto-Determination
              You can automate the process of assigning funds to tactics via fund auto-determination. Fund auto-determination provides more accurate results, reduces the human effort and time involved, improves the user experience, and makes the process less error-prone.
             
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