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Set Up Trade Promotion Management
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            Rule Closure and Reconciliation

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            3. Set up and Maintain Trade Promotion Management

            Rule Closure and Reconciliation

            After the engine processes a rule, the status of the rule changes Committed to Closed.

            Required Editions

            Available in: Lightning Experience

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

            Here’s what happens when a rule's status changes.

            • Status of all accrual outputs including the historical ones changes to Closed.
            • All claims are aggregated by dimensions specified in accrualclaimanchor.
            • All accruals are aggregated by the same dimensions.
            • Aggregated claims vs aggregated accruals are compared.
            • Adjustments are generated:
              • If the claim amount is more than the calculated accrual amount: An AutoAdjustment record is generated.
              • If the claim amount is less than the calculated accruals amount: A writeback is generated.
            Example
            Example Here's an example for how the engine processes rule closure.

            You've defined these values in accrualclaimanchor.

            • Source1: true
            • Source2: true
            • Account: true
            • Product: false

            You've defined this rule.

            • Source1=PROMO_A
            • Source2=TACTIC_X
            • Account=ACC1

            Here's are the claim amounts.

            • c1: PROMO_A/TACTIC_X/ACC1, Value=1000
            • c2: PROMO_A/TACTIC_X/ACC1, Value=800
            • c3: PROMO_A/TACTIC_X/ACC1, Value=1800

            Therefore, the aggregated claim amount = 1000+800+1800 = 3600.

            The calculated accrual amount by using PROMO_A, TACTIC_X, and ACC1) is 1268.

            Because the claim amount is more than the accrued amount, the account is overspent. The overspent amount = 3600-1268 = 2332. Therefore, an AutoAdjustment record for 2332 is generated.

            Here’s the format of an adjustment record with sample values.

            • EffectiveDate: {reference_date}
            • InputDate: {reference_date}
            • Reason: AutoAdjustment
            • Status: Closed
            • Active: true
            • Value: 2332
            • Code: ACCR
             
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