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Set Up Trade Promotion Management
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            Main Objects in Rate-Based Funding (RBF)

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            3. Set up and Maintain Trade Promotion Management

            Main Objects in Rate-Based Funding (RBF)

            Use the RBF objects to create flexible budgets and facilitate a fair-share distribution of the trade budget to retailers.

            Required Editions

            Available in: Lightning Experience

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

            The image shows the objects to manage RBFs.

            Objects under RBF

            This table lists the main objects in Rate-Based Funding.

            Object API Name Description
            Account Account Stores information about your customers. An account can be a retailer, distributor, wholesaler, or consumer.
            Child RBFs cgcloud__Parent_RBF__c Child accounts that receive funds from a parent account. The parent RBF is set by using the Parent RBF field in the RBF object.
            Fund cgcloud__Fund__c

            Stores information about the amount allocated for promotional activities. A fund can be created for: 

            • A customer
            • A customer-category combination
            • A customer-brand combination

            By using these fund types, finance managers can create a variety of funds, each serving a distinct purpose in running promotions. A finance manager can also create funds with various customer- and product-anchor combinations.
            KPI cgcloud__KPI_Definition__c Indicators to assess the performance of an account. KPI can be one monetary, volume, or percentage measure shown in account plan, advanced promotion, or claim. For example, actual volume, base volume, or target revenue. 
            KPI Sets cgcloud__KPI_Set__c

            A list of individual KPIs.

            A KPI set is mapped to a business process by using the business templates. For example, the list of KPIs shown in an account plan is based on the KPI set selected in the customer template. Similarly, for payments or funds, the KPI set is mapped to the payment template or fund template, respectively.

            KPIs at a parent level are read-only and are the aggregations of all child KPIs.
            Rate-Based Funding cgcloud__Rate_Based_Funding__c

            Stores information about the flexible budget allocated for promotions that are customer- or product-specific. The flexibility of fund value is based on the latest estimates.

            Latest estimates are actual values for the past weeks and planned values for the current and future weeks within the selected time frame.

            RBFs can be based on:

             

            • The volume of sales of a product (product cases shipped)
            • A specific percentage of the revenue from a product.
            • A fixed rate for a product or product group

            An RBF inherits its characteristics, such as rate type or Key Performance Indicator (KPI) Sets, from the RBF template.
            RBF Template cgcloud__RBF_Template__c Template to create a Rate-Based Funding (RBF). An RBF inherits its characteristics, such as rate type or Key Performance Indicator (KPI) Sets, from the RBF template.
            Sales Org cgcloud__Sales_Organization__c

            Business segments to structure your data and business processes by your organizational unit. For example, one sales org for the EMEA region and another sales org for the APAC region.

            Base business segmentation on geographical territories, product division, or account team.

            Each business template is related to a sales org. Records created using the templates are available only for the related sales org.
             
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