SAP Knowledge Base Article - Public

3066558 - Promotion Is Not Displayed In Account Summary

Symptom

Promotion record is available in the account under promotion tab eventhough promotion is not showing in account summary.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to the Customer workcenter.
  2. Go to the Accounts view.
  3. Open an Account XYZ (XYZ represents Account ID).
  4. Go to the Promotion facet - Here you can see Promotion records are available.
  5. Click Summary.
  6. You cannot find the Promotion column in Account Summary.

Resolution

To reflect the promotion in the account summary below criteria should be fulfilled:

  1. Planning Account should be maintained for any of the promotions - Please check the Planning account column under Promotion facet in account.
  2. In Case Promotion Account type is Target Group, they are not returned in account summary.
  3. Promotions management should be scoped.
  4. Promotions planning & buying dates needs to be maintained and should satisfy following conditions:
    - Planning/Buying start date < current date
    - Planning/Buying end date > current date
  5. Promotion needs to be in released status.
  6. Account Should match promotions party.

Keywords

Promotion, Account Summary , KBA , account summary , promotion , LOD-CRM-PRM , Promotions , LOD-CRM-ACC , Account , How To

Product

SAP Cloud for Customer add-ins all versions