Allocate portions of the total or sub-budget to program members to prioritize
high-performing partners or specific regions.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions that have Rebate Management, Ship and Debit Process Management, Price
Protection, or Stock Rotation enabled. |
| User Permissions
Needed |
| To define a program budget: |
Rebate Management Admin OR Ship and Debit Process Management Admin
OR Price Protection Admin OR Stock Rotation Admin permission
set
|
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Open a Budget record.
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Navigate to the Budget Allocations related list and click New.
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Enter a Budget Allocation Name. (e.g., Partner Allocation for
Stock Rotation).
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Enter the Amount for allocation.
The sum of all individual allocations should not exceed the total budget amount
defined.
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Repeat this process for all key partners participating in the program.
