When you upgrade the managed package, all promotion integration configuration fields aren’t part of the standard layout. Enable the Trade Promotion Management to Retail Execution promotion integration feature by adding the configuration fields to the standard layout.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
Important For all users that have retail and trade promotion licenses,
ensure to enable read and edit access for the configuration fields of the Promotion Template and
Advanced Promotion objects. Users with inadequate access can face errors during the promotion
save and transfer process.
Here’s the list of configuration fields that you must add to the page layout of various objects in the Object Manager.
| Object | Field Label | Section |
|---|---|---|
| Product | Planning Key | Identification |
| Customer Extension | Transfer Record Identifier | Identification |
| Promotion Template | Is Transfer Relevant | Promotion Transfer |
| Promotion Template | Transfer Sales Org | Promotion Transfer |
| Promotion Template | Transfer Lead Time | Promotion Transfer |
| Promotion Template | Transfer Follow Up Time | Promotion Transfer |
| Promotion Template | Target Promotion Template | Promotion Transfer |
| Promotion Template | Transfer Relevant Phases | Promotion Transfer |
| Promotion Template | Ignore Time When Deleting The Promotion | Promotion Transfer |
| Advanced Promotion | Source Promotion | Main Information |
| Tactic Template | Target Tactic Template | Promotion Transfer |
| Promotion Template Tactic Template | Is Transfer Relevant | Identification |
| Sales Organization | Sales Org Admin | Identification |