Learn how the Advanced Rebate Engine uses Program Rebate Type configurations to process
high-volume transaction data in Data Cloud. By setting independent accrual and payout bases, you
can track estimated financial liabilities on a different cadence than finalized cash
disbursements.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions
that have Rebate and Accrual Management Advanced enabled. |
- How Are Accruals Calculated?
Define the calculation basis of a rebate type and add an Accrual Frequency to specify how often to track financial liabilities. In the Advanced engine, you can decouple accruals from payouts to recognize accounting liabilities more frequently than cash disbursements.
- How Are Payouts Calculated?
Define the calculation basis of a rebate type and add a payout Frequency to specify how often payouts are settled. In the Advanced engine, payouts run on Data Cloud and you can decouple payouts from accruals so that cash disbursements settle on a different cadence than the accounting liabilities you recognize.
- Set Up Data Processing Engine (DPE) for Rebate and Accrual Management Advanced
Learn how a coordinated sequence of Data Processing Engine (DPE) definitions on Data Cloud calculates accruals and payouts. Clone and activate the standard definitions, execute them in exact sequential order, extend your aggregation model using custom anchors, and build automated flows to run the entire pipeline seamlessly.
- Manage Advanced Rebate Payout Calculations
Payouts are the actual amounts paid to members based on finalized transactions and tier attainment for a payout period. To compute payouts, run a sequence of six Data Processing Engine (DPE) definitions on Data Cloud using a payout calculation basis. The engine aggregates finalized transactions, determines each member's tier attainment, and syncs output back to Salesforce Core across three payout objects.
