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1940806 - Fund Determination Customizing Documentation


The fund determination profile customizing for the attributes "Account hierarchy" and "Product hierarchy" is set to "Direct Match or no Attribute Specified" or to "All Levels up or no Attributes Specified".

Fund determination from a trade promotion is not working as expected. Funds that have no "Account hierarchy" attribute or no "Product hierarchy" attribute are not determined by the system.



Trade promotion application in CRM WEB UI


Fund Determination; Fund; Funds Plan; Trade Promotion; Fund Determination Profile; Account Hierarchy; Product Hierarchy; Direct Match or no Attribute Specified; DIRECT_NSP; All Levels up or no Attribute Specified; ALL_NSP; CL_CRM_FM_FND_FUND_DETERMINE~DETERMINE; Fondsermittlung; Fonds; Fondsplan; Fondsermittlungsprofil; Accounthierarchie; Produkthierarchie; Direkter Treffer oder kein Attribut angegeben; Alle Ebenen oberhalb oder kein Attribut angegeben; , KBA , CRM-FM-FND , Fund Plans and Funds , CRM-MKT-MPL-TPM-CFI , Claims and Funds Integration for TPM , How To

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