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Set Up Trade Promotion Management
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            Create a Fund Transaction Template

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            3. Set up and Maintain Trade Promotion Management

            Create a Fund Transaction Template

            A fund transaction template determines the transaction type of the funds that are created by using the template.

            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 transaction template: CGCloud Business Admin
            1. From the App Launcher, find and select Fund Transaction Templates.
            2. Click New.
            3. Enter the name and description for the template.
            4. Select Active.
            5. Select the sales organization of the template.
            6. For Sort, enter a number.
              When creating a fund transaction, the system shows the transaction templates in the ascending order based on the Sort field value. Templates with empty Sort field values appear first. 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.
            7. Select a transaction type.
            8. Save your changes.
             
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