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Set Up Trade Promotion Management
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            Tactic Funds Card

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            3. Set up and Maintain Trade Promotion Management

            Tactic Funds Card

            The Tactic Funds card manages the assignment of funds to tactics. It appears on the details section of the Promotion tactic only if it’s enabled for the corresponding promotion template. Apart from enabling and disabling the card at the promotion template level, you can control the visibility of this card via the Edit and Access (E&A) rights.

            Required Editions

            Available in: Lightning Experience

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

            By default, the Tactic Funds card shows a brief summary of the linked funds through the:

            • Fund Description (includes a hyperlink to the Details section of the linked fund)
            • Tactic Funds (Plan Spend, Funding Percent, LE Spend, Liabilities, OI Costs) fields
            • Funds (Available to Plan, Current Budget) fields
            Note
            Note For all the attributes that the Tactic Funds card shows, if the anchor type of the fund template is Customer, the system considers the values that are defined at either the tactic or total level. However, if the anchor type of the fund template is Customer Product, the system considers the values that are defined at the product level (Brand or Category) at which the fund is anchored (product anchor level of the fund template).

            You can further customize the columns in the Tactic Funds card to show Promotion KPIs and additional attributes of the fund and tactic fund objects. The system determines the behavior of each column in the Tactic Funds card based on the configuration of the column attributes.

            For KPIs of the source type KPI Map, the system determines the KPIs whose value is to be shown in the columns using KPI maps.

            If a KPI map of the type tactic fund is defined for the tactic and promotion templates,

            OR

            If a KPI map of the type tactic fund is defined only for the tactic template,

            OR

            If a KPI map of the type tactic fund is defined only for the promotion template,

            the system shows the value of the corresponding KPI.
            If none of the above conditions are met, the system considers the default KPI map of type tactic fund and shows the value of the corresponding KPI.
            Note
            Note The KPIs that the Tactic Funds card shows (as columns) must belong to the PromoUI subset that's added to the KPI set of the promotion, and they must be configured via KPI maps.

            The behavior of the Tactic Funds card differs based on the status of the fund auto-determination feature. When fund auto-determination is enabled, the system automatically detects the tactic funds based on the selected fund template and updates the Tactic Funds card.

            • If there’s a change in either the effective categories or effective brands of the included tactics, fund template of the tactics, tactics included or excluded (via the Included field in the tactic or the SPC), or Date From or Thru of the included tactics or the Commit Date of the promotion, the system refreshes the Tactic Funds card for all the included tactics on-the-fly to reflect the updated fund details.

            • If there’s a change in the values of the promotion KPIs that the Tactic Funds card shows, the system refreshes the corresponding KPI values in the Tactic Funds card on-the-fly depending on the sourceType attribute of the column.

            During a Tactic Funds card refresh, the system shows a spinner in the card. You can edit the tactic and promotion details when the Tactic Funds card is refreshing. However, until the  card is refreshed, the system disables the Save & Refresh and Done buttons and a tooltip appears on hovering over the buttons.

            Note
            Note

            The system shows an empty Tactic Funds card with a message if the:

            • Tactic is excluded from the promotion (via the Included checkbox in the tactic or SPC).
            • System can’t find the relevant funds.

            When fund auto-determination is disabled, the Tactic Funds card shows the Manage Funds button that you can use to link funds to the tactic manually. To learn more about how the tactic fund field values are calculated when fund auto-determination is disabled, see Add a Fund to a Tactic.

            See Also

             
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