Loading
Set Up Trade Promotion Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Add a Fund to a Tactic

            You are here:

            1. Salesforce Help
            2. Docs
            3. Set up and Maintain Trade Promotion Management

            Add a Fund to a Tactic

            If fund auto-determination is disabled, the system allows you to manually link funds to tactics via the Tactic Funds card. When you enable Payment Overwrite in the sales org, you can only add funds with the same fund template, which don’t have the same products assigned, and are valid for the same timeframe. You can use only one tactic fund with the anchor type set as Customer.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            1. On the Promotion Detail page, click Edit.
            2. Select a tactic to which to want to add a fund.
            3. In the Tactic Funds card, click Manage Funds.
              The Fund selection grid appears with the configured filters. It shows the funds that belong to the same sales org as that of the tactic.
            4. Select one or more funds, and then click Link Funds.
              Note
              Note The Manage Funds button is visible only if the promotion is in Edit mode. When fund auto-determination is enabled, this button is always hidden. You can control the visibility and editability of this button through E&A rights. 
            5. Save your changes.

              When Tactic Auto Fund Assignment is disabled for the sales org, the values of the Tactic fund fields Funding Percent, LE Spend, Liabilities and OI Costs are calculated when the promotion is saved, using fields from the Tactic Fund record and the master Tactic record:

              • Funding percent: The value is calculated based on Plan Spend of the tactic fund. The result is Plan Spend multiplied by 100 and divided by the sum of Plan Spend of all Tactic Funds related to the tactic (tacticFund.Plan_Spend__c * 100 / (sum of the Plan Spend of all the tactic funds).
                Note
                Note LE Spend, Liabilities, and OI Costs values will be calculated only when Funding percent is not empty (Hence, the tactic funds related to the tactic have Plan Spend values)
              • LE Spend: The value is calculated based on the LE Spend value of the tactic, multiplied by Funding Percent of the tactic fund, and divided by 100 (tactic.LE_Spend__c * tacticFund.Funding_Percent__c / 100). If the LE spend of the tactic isn't set, the value will be 0.
              • Liabilities: The value is calculated based on the Liabilities value of the tactic, multiplied by Funding Percent of the tactic fund and divided by 100 (tactic.Liabilities__c * tacticFund.Funding_Percent__c / 100). If the Liabilities of the tactic isn't set, the value will be 0.
              • OI Costs: The value is calculated based on the OI Costs value of the tactic, multiplied by Funding Percent of the tactic fund and divided by 100 (tactic.OI_Costs__c * tacticFund.Funding_Percent__c / 100). If the OI Costs of the tactic isn't set, the value will be 0.
             
            Loading
            Salesforce Help | Article