To view which specific output records contributed to generated Accrual Source or Payout
Source records, configure Data Cloud Related List enrichments on their respective record
pages.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions that have Rebate and Accrual Management Advanced enabled. |
| User Permissions
Needed |
| To enable traceability for Accrual and Payout Sources: |
Rebate and Accrual Management Advanced Admin and Data Cloud Admin permission
sets |
-
From Setup, open Object Manager and
select Program Rebate Type Accrual Source or Program Rebate Type Payout Source.
-
Select Data Cloud Related Lists.
-
Map the related list using RbtPgmRbtTypAccrualSrcTrxn (for accruals) or
RbtPgmRbtTypPayoutSrcTrxn (for payouts).
-
Add the Data Cloud Related List component to the Lightning Record Page layout for
managers to inspect contributing line items.
