The Source Generation DPE reads the calculated amounts from Rule Processing DPE and writes them into three Salesforce objects. Program Rebate Type Accrual Sources provide the most granular view — the accrued amount per benefit tier per member per period. For stepped rebate types, a separate record is created for each tier the member crossed.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions that have Rebate and Accrual Management Advanced enabled. |
For NovaTech, Revenue-Based, April 2026:
| Member | Rebate Type | Benefit Tier | Qualifying Quantity | Accrued Amount |
|---|---|---|---|---|
| NovaTech | Revenue-Based | Tier 1 | 100 | $2.00 |
| NovaTech | Revenue-Based | Tier 2 | 170 | $2.10 |
$2.00 + $2.10 = $4.10
Program Rebate Type Accruals show one record per member per rebate type per period, aggregating all transactions.
| Member | Program | Rebate Type | Accrual Period | Accrued Amount |
|---|---|---|---|---|
| NovaTech | AMER Program | Volume-Based | April 2026 | $510 |
| NovaTech | AMER Program | Revenue-Based | April 2026 | $4.10 |
| GlobalMed | AMER Program | Volume-Based | April 2026 | $510 |
| GlobalMed | AMER Program | Revenue-Based | April 2026 | $4.10 |
| Rayler | APAC Program | Volume-Based | April 2026 | $140 |
| Rayler | APAC Program | Revenue-Based | April 2026 | $1.40 |
| SunriseRetail | APAC Program | Volume-Based | April 2026 | $140 |
| SunriseRetail | APAC Program | Revenue-Based | April 2026 | $1.40 |
Rebate Program Member Accruals show one record per member per period, summing all rebate types. The status is set to Calculation In Progress until the Status Update DPE runs.
| Member | Program | Accrual Period | Accrued Amount | Status |
|---|---|---|---|---|
| NovaTech | AMER Program | April 2026 | $514.10 | Calculation In Progress |
| GlobalMed | AMER Program | April 2026 | $514.10 | Calculation In Progress |
| Rayler | APAC Program | April 2026 | $141.40 | Calculation In Progress |
| SunriseRetail | APAC Program | April 2026 | $141.40 | Calculation In Progress |
NovaTech: $510 (Volume-Based) + $4.10 (Revenue-Based) = $514.10. Rayler: $140 (Volume-Based) + $1.40 (Revenue-Based) = $141.40