When a promotion transfers from Trade Promotion Management to Retail Execution, planning key resolution maps each TPM product to one or more RE product SKUs that share the same planning key.
Required Editions
The transfer of products from Trade Promotion Managament promotion to Retail Execution promotion is based on the identification of the source (TPM) and target (RE) products by using planning key resolution.
The transfer of products is possible where the TPM and the RE products have the same planning key and the product level is “Product”.
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
One source product can have multiple target products if the TPM product planning key is mapped to multiple RE products. You can update the Planning Key field for products on the Products page. You can also transfer multiple products from a single tactic at a time (each product configured with its planning key).
As TPM promotions are often planned for products at a higher level in the product hierarchy, each source product from TPM can result in the transfer of multiple lower-level product SKUs to the RE promotion.
Example:
The Chocolate Cookies product in a TPM promotion is transferred as three product SKUs in RE:
- Chocolate Cookies dark
- Chocolate Cookies strawberry
- Chocolate Cookies white
As a result, the target product mapping in RE must always be at the SKU level.
If you don't need product resolution during transfer for a specific
sales org, you can skip it for that sales org by creating the
Skip_Transfer_Prodt_Resol_<salesOrg> system setting with a value of
true. Promotions from that sales org then transfer without any tactic products. For more
information, see Skip Product Resolution for a Sales Org.
To customize the transfer of the tactic product, either add, remove, or change the existing product fields or update the existing transfer logic by using customizable hooks.
- Transfer a Promotion with Tactic and Tactic Products
If tactic products exist for a transferable tactic and have a planning key mapping, then the tactic products get automatically transferred with the tactic during the promotion transfer.