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Set Up Trade Promotion Management
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            Create a Field to Store a KPI Value

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            3. Set up and Maintain Trade Promotion Management

            Create a Field to Store a KPI Value

            Store a KPI value in a promotion or a tactic object field. To store a KPI value in a new field, create a field for the relevant object, such as Advanced Promotion, Tactic, or Rate-Based Funding. After you create a field, map a KPI definition to the new field.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To create a field to store KPI value: CGCloud Business Admin
            1. From the object management settings for Advanced Promotion, go to Fields & Relationships.
            2. Click New.
            3. For data type, select Number, and then click Next.
            4. Enter a field name and description.
            5. Define the allowed length and decimal places for the KPI.
            6. Click Next.
            7. Confirm that Visible is selected only for these profiles:
              • CGCloud_User_Profile_Standard
              • CGCloud Admin
            8. Save your changes.
             
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