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Configure Advanced Rebate and Accrual Pre-Processing - Rule Configuration DPE

This stage tells the system which custom field(s) to use for aggregation.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Rebate and Accrual Management Advanced enabled.
  1. Create Custom Fields: Ensure the field you want to aggregate by (e.g., Region__c) exists on the Transaction Journal object.
  2. Define Aggregate Fields:
    1. Create a new Program Rebate Type Aggregate record.
    2. Select your custom field as the source.
    3. Associate it with the relevant Program Rebate Type.
  3. Update the Input Anchor Formula:
    1. Open your cloned Advanced Rebate and Accrual Pre-Processing - Rule Configuration DPE.
    2. Navigate to the node: Calculate Accrual and Payout Input Anchor.
    3. Locate the formula for Anchor1 (set to "false" by default).
    4. Update it to check for your custom field: IF(CONTAINS({PRT_AggregationCriteria}, "Product__c"), "true", "false")
Note
Note You can use Anchor2 and Anchor3 for additional dimensions by updating their respective formulas.