Prepare Your Org for Rebate and Accrual Management Advanced

Before you get started with Advanced Rebates and Accruals, configure your org with the required licenses, prepare your data records and set up required features.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Rebate and Accrual Management Advanced enabled.

Make sure your org is provisioned with these licenses.

RebateAndAccrualsManagementAdvancedAddOn
RebateAndAccrualMgmtAdvncdUserAddOn
GenieDataPlatformStarter
CdpDataSpaces (If more data spaces are needed)

Note AccrualsAndPayoutEngine is included in the RebateAndAccrualsManagementAdvancedAddOn

Platform Add-on License
- AccrualsAndPayoutEngine-1
Enable RebateAndAccrualMgmtAdvanced Datakit
Assign the necessary Data Processing Engine (DPE) permissions. For more information, see User Permissions for Data Processing Engine
Enable Data 360
Enable Rebate and Accrual Management Advanced feature