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Set Up Trade Promotion Management
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          Create Condition Templates

          Create Condition Templates

          Create condition templates that define the behavior of conditions with reference to customers, products, or both. Depending on the reference, you can create customer conditions, product conditions, or customer-specific product conditions.

          Required Editions

          Available in: Lightning Experience

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

          1. In the App Launcher, find and select Condition Templates, and then click New.
          2. Provide these details.
            Field Description
            Identification
            Condition Template Name Name of the condition template.
            Active Indicates whether the condition template is active.
            Value Type

            Value type for a condition created using the template. The options are:

            • None
            • Percentage
            • Amount
            Template Type

            Meta type of a template. The options are:

            • None: Not applicable
            • Price: To create conditions that specify the standard or customer-specific product price.
            • Discount: To create conditions that specify the percentage or value of discount for a product or customer.
            Sales Org Sales org of the condition template.
            Description
            Description Language 1/2/3/4 Description of the condition template in the languages configured for the sales org.
            References
            Customer Reference Indicate whether the template has a customer reference. Use templates with customer reference to create customer conditions and product-specific customer conditions.
            Product Reference Indicate whether the template has a product reference. Use templates with a product reference to create product-specific customer conditions and product conditions.
            Pricing Details
            Price Finding ID ID assigned for product or consumer price.
          3. Save your changes.
           
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