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Set Up Trade Promotion Management
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            Edit Tactic Payouts

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            3. Set up and Maintain Trade Promotion Management

            Edit Tactic Payouts

            After you receive the invoices from the retailers, it’s possible that the tactic payout that you initially calculated is different from the actual amount. Edit the tactic payouts to make sure that every tactic has the correct payout amount.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To edit a tactic payout amount: CGCloud KAM

            You can edit the tactic payout amount for the claim, if these conditions are met:

            • Enable Payment Overwrite is selected for the sales organization.
            • The claim isn't of the Reversal adjustment type.
            • The claim isn’t in one of these statuses: Approved, To be Closed, Canceled, or Adjusted.
            1. From the App Launcher, find and select Claims.
            2. Select a claim.
            3. Select a claim tactic.
            4. Expand the product hierarchy grid, and then edit the Payment Amount for products.
              You can edit the values at the total, product, and product group levels but you can't leave the total level field blank. For negative claims, a minus sign appears in the field when you enter a value.
            5. Save your changes.
              Based on the input, the system calculates and updates the values in the product hierarchy grid and overwrites the tactic payout amount for other product levels. If the Amount field on the claim tactic is different from the actual total value after product-level updates are done, then the system updates the Amount field, so that the data is always consistent. The updated values appear in the Spend Planning card of the associated promotion when you reload the Promotions page.
             
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