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Set Up Trade Promotion Management
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          Include Accruals in Funds

          Include Accruals in Funds

          Configure tactic templates to see the liabilities accrued in the Tactic Fund card of a promotion.

          Required Editions

          Available in: Lightning Experience

          Available in: Enterprise and Unlimited Editions where Trade Promotion Management, Data Cloud, and CRM Analytics are enabled

          User Permissions Needed
          To configure accruals for sales org: CGCloud Business Admin
          1. Deploy the TpmDataObjectDataChgHandler triggers to your org.
            1. In your local copy of the CGCloudAddons, navigate to the /TPM/Accruals/TpmDataobjectDataChgHandler folder.
            2. Run the deployment command.
              sf project deploy start --target-org <your-org-alias>
              The triggers are deployed to your org.
          2. From the App Launcher, find and select Tactic Templates.
          3. Select Use accrual output for fund liabilities.
            You can see liabilities accrued for each of the tactics in the Funds section of the promotion.
          4. Sync Tactic Templates with CG Processing Service (CGPS). See Sync Data with CG Cloud Processing Services.
            Note
            Note If you're using unmanaged permission sets, make sure that you provide permission to SF data sync batch user.
           
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