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Set Up Trade Promotion Management
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            Update Tactic Template Page Layout

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            3. Set up and Maintain Trade Promotion Management

            Update Tactic Template Page Layout

            Add new accrual fields to the Tactic Template page layout to enable accrual calculation rules.

            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 tactic template page layout: CGCloud Business Admin
            1. From Setup, go to Object Manager, find and select Tactic Template.
            2. Click Page Layouts.
            3. Click Edit Tactic Template Layout.
            4. Create an Accrual Settings section.
            5. Drag these fields to the Accrual Settings section.
              • Enable Accruals
              • Calculation Method
              • Accrual Rule Measure
              • Accrual Input Measure
              • Accrual Rule Time Granularity
              • Accrual Output Code
              • Use accrual output for fund liability
              • Check Claim Overspend
              • Claim Overspend Threshold (in percent)
            6. Save your changes.
             
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