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Set Up Trade Promotion Management
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            Update Sales Organization Page Layout

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            3. Set up and Maintain Trade Promotion Management

            Update Sales Organization Page Layout

            Add the accruals fields to the Sales Organization page layout to enable accrual configuration at the sales org level. Create an Accrual Settings section for better visibility.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Trade Promotion Management, Data Cloud, and CRM Analytics are enabled
            User Permissions Needed
            To update sales organization page layout: CGCloud Business Admin
            1. From Setup, go to Object Manager, and find and select Sales Organization.
            2. Click Page Layouts.
            3. Click Edit Sales Organization Layout.
            4. Create an Accrual Settings section.
            5. Drag these fields listed on to the Accrual Settings section.
              • Enable Accruals
              • Accrual Start Date
              • Decimal Places for Accruals
              • Accrual Usage Tag
            6. Save your changes.
             
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            Salesforce Help | Article