Rebate and Accrual Management Advanced builds on Classic Rebate Management. It adds accrual-based liability tracking and runs calculations on Data 360 with the Accrual and Payout Engine, so you can process high transaction volumes and recognize financial liabilities independently of payouts.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions that have Rebate and Accrual Management Advanced enabled. |
Use this comparison to understand what each option does and what changes when you move to Advanced.
| Capability | Classic Rebate Management | Rebate and Accrual Management Advanced |
|---|---|---|
| What it's for | Calculate rebate payouts when partners meet sales targets | Track financial liabilities (accruals) and calculate payouts |
| Program setting | Execution Type set to Classic | Execution Type set to Advanced |
| Accrual tracking | Calculates accruals for each payout period, using the calculation basis and accrual rate set on the rebate type | Uses dedicated accrual periods with high-frequency recognition (weekly or monthly) on a Data 360 engine, so you track liabilities ahead of payout. |
| Accrual and payout cadence | Accruals follow the same payout-period cadence | Set accrual frequency and logic independently from payout frequency and logic |
| Calculation engine | DPE calculation definitions run in your Salesforce org (one calculation definition per rebate type) | Accrual and Payout Engine — six DPE definitions that run in sequence on Data 360 |
| Scale and performance | Runs on Salesforce core | Processes millions of records on Data 360 with Batch Transforms, without impacting the core org |
| Aggregation dimensions | Rebate Member Product Aggregate (member and product) | Anchors in Data 360 — up to 5 (account, product, and 3 custom such as region, territory, or channel) |
| Benefit mapping | Mapped through Rebate Member Product Aggregate | Mapped through the Payout Source Field on benefit mappings |
| Transaction input | Transaction Journal | Transaction Journal, or the AccrualAndPayoutInputDayIngest data
lake object (DLO) directly in Data 360 |
| Adjustments | Payout adjustments | Accrual adjustments and payout adjustments |
| Key objects | Standard rebate objects | Adds accrual periods, accrual sources, data lake objects (DLOs), and Rule Meta and Input Meta objects |