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Former Member

Promotion details are missing on hover of mouse in calendar screen of Customer Business Planning

In Customer Business Planning, calendar view display all promotions linked to that plan. when you hover mouse on any promotion, details are missing in hover.

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    Former Member
    Nov 24, 2017 at 03:49 AM

    This functionality is configurable.

    SPRO Path:

    Customer Relationship Management -> Trade Management-> Customer Business Planning-> Calendar-> Define Attribute Groups for Bar Text

    You may define custom profile and define attributes ( eg: Project Identification for Promotion Number, Description, Status, Type ) from available drop down.

    Customer Relationship Management -> Trade Management-> Customer Business Planning-> Calendar-> Define Role Settings

    you may define here your business role and assign attribute group to category TP ( Trade Promotion and Deal ) and promotion type which can be plan in Customer Business Planning.

    Customer Relationship Management -> Trade Management-> Customer Business Planning-> Calendar-> Maintain Settings for Calendar

    You may define Query for promotion type in node 'Maintain Promotion Query' and relevant key figures to display on hover.

    For more details, please refer documentation in SPRO.

    Thanks,

    Anil



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