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Set Up Trade Promotion Management
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            Create Validation KPIs

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            3. Set up and Maintain Trade Promotion Management

            Create Validation KPIs

            Create validation rules for editable KPIs and editable calculated KPIs.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To create a validation KPI: CGCloud Business Admin
            1. From the App Launcher, find and select KPI Definitions, and then click New.
            2. Select Validation.
            3. Enter a name and description for the KPI definition.
            4. To define the purpose of the KPI, select an object scope.
            5. To define the relevant period for KPI calculation, select a time scope.
              • Complete: To calculate the KPI for the entire duration.
              • Shipment: To calculate the KPI for the weeks that fall under the promotion or tactic shipment time frame. The option is available only when you select Promotion or Promotion Tactic as the object scope.
              • Instore: To calculate the KPI for the weeks that fall under the promotion or tactic in-store time frame. This option is available only when you select Promotion or Promotion Tactic as the object scope.
              • Order: To calculate the KPI for the weeks that fall under the promotion order time frame. This option is available only when you select Promotion as the object scope.
              • Custom 1 and Custom 2: To calculate the KPI for the weeks custom time frame. This option is available only when you select Promotion or Promotion Tactic as the object scope of the KPI.
            6. Select the level that the validation of an editable KPI or editable calculated KPI is run at.
              The options available depend on the object scope selected in the KPI definition.
            7. In Validation Value Granularity, select whether the validation is run for the entire promotion or only for a week.
            8. Enter the formula to validate the KPIs.
              For example, (ProPlanTotalVolume, PlanEffBaseVolume) => {if (ProPlanTotalVolume< PlanEffBaseVolume ){ return CalcErrors.push(ProPlanTotalVolume, PlanEffBaseVolume);}}
            9. Enter the error message that you want to show when the validation is triggered and the CalcErrors.push command is returned.
              If you use a custom label for the error message, make sure that the custom label isn’t marked as a Protected Component.
            10. Save your changes.
             
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