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Set Up Trade Promotion Management
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            View the Volume Planning Card

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            3. Set up and Maintain Trade Promotion Management

            View the Volume Planning Card

            You can view the Volume Planning card on the detail section of the Promotion Detail tab. The card acts as a miniature of the Promotion P&L view. The Volume Planning card shows KPIs that help the key account manager (KAM) view and adjust promotion volume to maximize the returns from a promotion. The system synchronizes Volume Planning card KPIs with the Promotion P&L view KPIs to ensure that any change in the value of one is reflected in the other.

            Required Editions

            Available in: Lightning Experience

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

            To access the Volume Planning card, click vpc from the tactic card. If the promotion isn’t in Edit mode, you can’t edit the Volume Planning card fields. The system shows a refresh icon in the Volume Planning grid while it refreshes. You can edit the grid when it’s refreshing; however, the system disables the Save & Refresh and Done buttons.

            The Product Description column contains a tree structure that shows the levels of the product hierarchy. You can configure these levels in the Displayed Product Level field of the promotion template. The system sorts the levels alphanumerically based on the Description 1 value in the language configured for the user.

            Note
            Note The system shows the product levels that you configured in Available Product Level along with the product level, if no product levels are selected in the Displayed Product Level. However, if no product levels are selected in both Displayed Product Level and Available Product Level, the system shows the product level that's configured in the Promotion Aggregation Level of the sales org along with the product level.

            Both valid and invalid products are available to show and to calculate committed promotions. For any other phase, the system shows only valid products and considers them for calculation. This is applicable only for promotions with the condition-creation feature enabled.

            If a custom calendar is activated for the sales org, the system shows columns for each custom period that belong to the promotion instead of calendar weeks. The system shows column headers in the Custom Period/Year format. The system populates values only for those weeks or custom periods in which at least one day of the week or custom period falls under the KPI’s time scope.

            The value of the Total row depends on the Total Calculation Rule (for aggregation of weekly values) and Aggregation Rule (for aggregation of values along with the product levels to the KPI level) that are configured in the KPI definition.

            If the Consider BOMs option is selected in the BOM Handling field of a promotion template:

            1. The BOM header products are shown with a collapsible arrow (collapsed by default). BOM component products are visible when the BOM header product is opened from a collapsed state, such that:

              • All products are assigned as product part to one of the valid BOM header products.

              • No restriction exists due to KAM status or Account Product List for the BOM component products.

              • If a BOM component product is excluded from the promotion as standard product, it's still valid.

            2. The VPC grid shows an additional column BOM between Product Code and Product Description columns, with a bold check mark for all BOM header products and normal check mark for all BOM component products.
             
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