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Set Up Trade Promotion Management
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            Create a Fund Template

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            3. Set up and Maintain Trade Promotion Management

            Create a Fund Template

            Fund templates determine whether the funds are anchored to a customer or customer-product combination.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To create a fund template: CGCloud Business Admin
            1. From the App Launcher, find and select Fund Templates.
            2. Click New.
            3. Enter a name and description for the template.
            4. Select a sales organization.
            5. For Sort, enter a number.
              During fund creation, the system shows fund templates in the order specified by this field. Templates with empty Sort field values appear first on the list. If two or more templates have the same or empty Sort field value, the system sorts them alphabetically in ascending order based on their description.
            6. Select Active.
            7. Select an anchor type.
              • To anchor funds to a customer, select Customer.
              • To anchor funds to a customer and a category or brand, select Customer Product.
            8. If you selected Customer Product as the anchor type, select the product-level to use as the fund anchor.
            9. Select the KPI set that applies to the fund.
              Only KPI sets with Usage as Funding are available for selection.
            10. To enable filtering of KPI definitions in the RBF hierarchy grid, select a KPI subset.
            11. For Actual RBF, select the KPI definitions that determine the actual value of rate-based funds.
            12. For LE RBF, select the KPI definitions that determine the latest estimates for a rate-based fund.
            13. For LE Volume, select the KPI definitions that determine the latest estimates for total volume.
            14. For LE Revenue, select the KPI definitions that determine the latest estimates for total revenue.
            15. Save your changes.
             
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