---
schema_version: "1"
id: 6d5acaa5fd0cfd23e758c9abc1486c04ae2c57ecac283252326f9e433f79c4aa
title: Capabilities of Rebate and Accrual Management Advanced
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/admin_rebates_adv_capabilities.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.admin_rebates_adv_capabilities.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 53d16237716b8810f482ae906c72053077abe94fc1a777e2ca10ed380a076f2c
description: Use Rebate and Accrual Management Advanced to automate the tracking of financial liabilities and the calculation of rebate payouts with a scalable and transparent accounting process. By processing high-volume transaction data and sales-related data leveraging DPE with Data 360, you can maintain an accurate view of your financial commitments. Set up and configure data processing engines to maintain an accurate, up-to-date view of your current rebate obligations.
products:
  - Partner Cloud
  - Cross Cloud
  - Manufacturing
release: "264"
---
# Capabilities of Rebate and Accrual Management Advanced

Use Rebate and Accrual Management Advanced to automate the tracking of financial liabilities and the calculation of rebate payouts with a scalable and transparent accounting process. By processing high-volume transaction data and sales-related data leveraging DPE with Data 360, you can maintain an accurate view of your financial commitments. Set up and configure data processing engines to maintain an accurate, up-to-date view of your current rebate obligations.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions that have Rebate and Accrual Management Advanced enabled.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d6301e64">Capability</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d6301e67">Business Outcome</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Capability" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e64 ">High-Frequency Accruals</td>

          <td data-label="Business Outcome" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e67 ">Recognize accounting liabilities on a weekly, or monthly cadence to ensure
            constant profit and loss accuracy.</td>

        </tr>
        <tr class="">
          <td data-label="Capability" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e64 ">Specialized Accrual Logic</td>

          <td data-label="Business Outcome" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e67 ">Apply specific accrual rates for financial forecasting, independent of final settlement rules.</td>

        </tr>
        <tr class="">
          <td data-label="Capability" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e64 ">Decoupled Accrual and Payout</td>

          <td data-label="Business Outcome" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e67 ">Define accrual frequency and logic independently from payout frequency and logic.
            Recognize liabilities more frequently (for example, weekly) than the payouts you
            settle (for example, monthly or quarterly), using different benefit tiers for each if
            needed.</td>

        </tr>
        <tr class="">
          <td data-label="Capability" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e64 ">Payout Calculation</td>

          <td data-label="Business Outcome" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e67 ">Calculate the actual payout amount owed to a member based on finalized
            transactions and tier attainment, using the same DPE-on-Data-Cloud engine that
            calculates accruals. Supports retrospective and stepped tier methods across
            volume-based, revenue-based, growth, and per-transaction rebate types.</td>

        </tr>
        <tr class="">
          <td data-label="Capability" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e64 ">Accrual Calculation</td>

          <td data-label="Business Outcome" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e67 "><a name="admin_rebates_adv_capabilities__ul_mwn_jtt_xjc"><!-- --></a>
            <ul id="admin_rebates_adv_capabilities__ul_mwn_jtt_xjc">
              <li>Retrospective: The rebate is applied to all units once a higher tier is reached.
                The new rate applies to all units, not just the additional ones. </li>

              <li>Stepped: The rebate is calculated for each tier separately. For example, if the
                first 50 units have a rebate of $500 and the next 25 units have a rebate of $500,
                the total accrual is calculated by summing these amounts.</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Capability" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e64 ">Aggregate Based Calculation</td>

          <td data-label="Business Outcome" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e67 ">Accruals and payouts are calculated by aggregating transaction data across
            various parameters such as volume, revenue, member, product, or custom dimensions like
            region and territory.</td>

        </tr>
        <tr class="">
          <td data-label="Capability" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e64 ">Data Processing Engine (DPE) with Data 360 Integration</td>

          <td data-label="Business Outcome" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e67 ">Run Data Processing Engine definitions on Data 360 to process millions of records
            through high-performance Batch Transforms without impacting your core Salesforce org's
            performance.</td>

        </tr>
        <tr class="">
          <td data-label="Capability" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e64 ">Accrual Adjustments</td>

          <td data-label="Business Outcome" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e67 ">Empower finance teams to manually adjust accrued amounts.</td>

        </tr>
        <tr class="">
          <td data-label="Capability" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e64 ">Rate Changes &amp; Automated Adjustments</td>

          <td data-label="Business Outcome" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e67 ">Apply rate changes and automatically generate adjustment entries so prior
            calculations stay accurate.</td>

        </tr>
        <tr class="">
          <td data-label="Capability" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e64 ">Late Transactions</td>

          <td data-label="Business Outcome" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e67 ">Automatically adjust results when transactions arrive after a period is
            calculated.</td>

        </tr>
        <tr class="">
          <td data-label="Capability" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e64 ">Separate Benefits for Accruals and Payouts</td>

          <td data-label="Business Outcome" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e67 ">Define different benefit tiers for accrual and payout calculations.</td>

        </tr>
        <tr class="">
          <td data-label="Capability" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e64 ">Orchestration Flow</td>

          <td data-label="Business Outcome" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e67 ">Trigger the full DPE sequence through a single orchestration flow.</td>

        </tr>
        <tr class="">
          <td data-label="Capability" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e64 ">Growth Period Flexibility</td>

          <td data-label="Business Outcome" class="slds-cell-wrap" style="vertical-align:top;" headers="d6301e67 ">Choose which prior period growth is calculated against.</td>

        </tr>
      </tbody>
    </table>