Automate financial liability tracking and rebate payout processing and improve profit
and loss accuracy by managing high-volume rebate accruals and payouts through DPE on Data 360.
Companies that sell through indirect channels such as manufacturing, automotive, and consumer
goods can use Rebate and Accrual Management Advanced to ensure that funds are reserved and
forecasted correctly, and that final payouts are calculated and settled accurately.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions that have Rebate and Accrual Management Advanced enabled. |
- Learn About Rebate and Accrual Management Advanced
Understand the features of Rebate and Accrual Management Advanced. See the overall workflow for program management including the benefits of Data 360 integration and the data model for Rebate and Accrual Management Advanced.
- Set Up Rebate and Accrual Management Advanced
Set up features for Rebate and Accrual Management Advanced. Enable the required features in Setup. Assign users the necessary permission sets. Set up object access, deploying required data packages, and configure the required settings for Experience Cloud site.
- Accruals and Payouts Calculation in Rebate and Accrual Management Advanced
Learn how the Advanced Rebate Engine uses Program Rebate Type configurations to process high-volume transaction data in Data Cloud. By setting independent accrual and payout bases, you can track estimated financial liabilities on a different cadence than finalized cash disbursements.
- Create and Manage Advanced Rebate and Accruals Programs
Learn how to define independent frequencies, manage member accruals, and perform adjustments.
- Manage Accruals and Payouts
With Rebate and Accrual Management Advanced, you can calculate accruals and payouts for rebate types independently. Program managers can view the accrual and payout information for each member and each accrual period.
- View Accruals in Experience Cloud
Partners can view rebate program information and calculated accrual and payout amounts through the Experience Cloud site. This provides transparency into accrued financial liabilities for the programs they're enrolled in.
