Do more with the updated Trade Promotion Management objects.
New Fields
If you're upgrading to the Consumer Goods Cloud Summer ’26 managed package, add the new fields to the appropriate page layouts.
| Existing Object | New Field | Purpose |
|---|---|---|
| Promotion_Template__c | Enable_Clear_All__c |
Controls the visibility of the Clear All button on the Manage Products page. Applies to managing products for a promotion. Possible values:
|
| Tactic_Fund__c | IsPhseEligForFundAggr__c | Indicates whether the phase is eligible for fund aggregation. Applies to liability accruals. |
| Tactic_Fund__c | Phase_Eligible_For_Accruals__c | Indicates whether the phase is eligible for accruals. Applies to liability accruals. |
| Tactic__c | Is_Final_Liability_Updated__c | Indicates whether the final liability is updated. Applies to liability accruals. |
Modified Fields
If you're upgrading to the Consumer Goods Cloud Summer ’26 managed package, add the modified fields to the appropriate page layouts for liability accruals.
| Existing Object | Modified Field | Purpose |
|---|---|---|
| Fund__c | Invoice_Based_Costs__c | Aggregates invoice-based costs from tactic funds in all phases eligible for fund aggregation, rather than only the Committed phase. |
| Fund__c | LE_Spend_Approved__c | Aggregates approved Latest Estimate (LE) spend from tactic funds in all phases eligible for fund aggregation, rather than only the Committed phase. |
| Fund__c | LE_Spend_Pending__c | Aggregates pending LE spend from tactic funds in phases not eligible for fund aggregation, rather than excluding only the Committed phase. |
| Fund__c | Liabilities_Accrued__c | Aggregates accrued liabilities from tactic funds in all phases eligible for fund aggregation, not just the Committed phase. |
Page Layout Changes
Update your page layouts with these changes.
| Existing Page Layout | Object | Field Name | Change Description |
|---|---|---|---|
| Promotion Template Layout | Promotion_Template__c | Enable_Clear_All__c | Added a new field to the layout. |
Validation Rule Changes
This validation rule is updated for this release.
| Object | Updated Validation Rule | Purpose |
|---|---|---|
| Tactic__c | Tactic_DateRange_In_Promotion_DateRange | Verifies that the date range of an included tactic falls within the promotion period. Previously, the validation applied to all tactics. The validation rule now evaluates tactics where the Included__c field is true. |
Picklist Value Changes
Add new picklist values to activate new features, because they aren’t automatically upgraded when you upgrade the Consumer Goods Cloud managed packages.
To use the new picklist value, add it to the bom_component_aggregation record type of the KPI_Definition__c object.
| Existing Object | Existing Picklist Field | New Picklist Value | Purpose |
|---|---|---|---|
| KPI_Definition__c | Scope__c | account | Aggregates BOM components at the account level, in addition to the promotion and promotion tactic levels. Default is false. |