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Set Up Trade Promotion Management
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            Edit Customer Business Plan Page

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            3. Set up and Maintain Trade Promotion Management

            Edit Customer Business Plan Page

            Show only the fields that key account managers (KAMs) want to see in the Promotions tab. If KAMs aren't using scenario planning, hide the Promotions tab from the Customer Business Plan page.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To edit the customer business plan page: CGCloud Admin
            Note
            Note By default, the Promotions tab is visible.
            1. To select the field shown in the Promotions tab, perform these steps:
              1. From the object management settings for Advanced Promotions, go to Field Sets.
              2. Click Customer Business Plan Promotions.
                If you're working on multiple sales org, create a fieldset for each of the sales orgs with the format CBP_Tab_<sales org name>, and use the sales org-related fieldset to customize the Promotions tab.
              3. Select the fields to be shown in the Promotions tab.
              Only the first 15 fields from the list are shown in the Promotions tab. Out of these 15 fields, a KAM can see only the fields for which they at least have read access.
            2. To hide the Promotions tab, perform these steps:
              1. From the App Launcher, find and select Customer Template.
              2. From Show Promotions in Business Plan, select Disabled.
             
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