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Set Up Trade Promotion Management
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            Overspending Funds

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            Overspending Funds

            If a customer fund doesn’t have enough money for an event, the key account manager (KAM) can overspend the fund. However, overspending is possible for an account only if an overspend percentage is defined in the Customer Extension of the account.

            Required Editions

            Available in: Lightning Experience

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

            For fixed funds, the Overdraw Allowance Percentage calculates an overdraw allowance of the money that can be moved into the fund or out of the fund. For rate-based funds, the Overdraw Allowance Percentage calculates an overdraw allowance that can be earned on top of the defined fund.

            A unique Overdraw Allowance Percentage value must be maintained for every customer, and this value applies to all fund types.

             
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