Funds in Trade Promotion Management represent the financial budget allocated to pay for promotional activities. In the Consumer Goods Cloud data model, Funds are inherently designed to support the commercial relationship with the retailer. Therefore, the Customer is the primary anchor.
A "Fund" is rarely just a floating pot of money for a product; it is money set asidefor a specific retailerto promote specific products. The standard anchoring levels supported are:
Customer Only:A general "Trade Budget" for Walmart, usable for any product.
Customer & Product Category:A specific budget for "Walmart - Dairy". This ensures that money allocated for Dairy cannot be spent on Beverages.
Customer & Brand:A specific budget for "Walmart - Nestlé Brand".
Options B and C suggest funds anchoredonlyto Products or Sales Orgs without the Customer dimension. While Sales Org funds (Headquarters Funds) conceptually exist, the standard operational "Trade Fund" used by KAMs is anchored to the Customer hierarchy. Option A correctly reflects the hierarchy of specificity (Broad Customer Fund -> Category Specific -> Brand Specific) used in most CPG financial models supported by the platform.
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