---
schema_version: "1"
id: b2caccaa38f5568325639ee8ea621fea0ff560c431349532a374b4206a6a8818
title: Aggregate Payouts by Member (Example)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/admin_rebates_aggregate_by_member_example.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.admin_rebates_aggregate_by_member_example.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 973665b076181dc98249b093a5d7cd3b28ceeea7e6c2a1f2395b5c49bb728e9f
description: This example shows how you can use the Aggregate by Member template to aggregate transaction records for a program member for two rebate types.
products:
  - Partner Cloud
  - Cross Cloud
  - Manufacturing
release: "264"
---
# Aggregate Payouts by Member (Example)

This example shows how you can use the Aggregate by Member template to aggregate transaction records for a program member for two rebate types.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions that have Rebate Management enabled.</td></tr></tbody></table>

## Transaction Journal Records

Acme is a member of a rebate program. Here are sample Transaction Journal records for January 2021.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:20%">
          <col style="width:20%">
          <col style="width:20%">
          <col style="width:20%">
          <col style="width:20%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d36514e76">Member</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d36514e79">Product</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d36514e82">Transaction Quantity</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d36514e85">Product Unit Price</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d36514e88">Transaction Amount</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Member" class="slds-cell-wrap" rowspan="6" style="vertical-align:top;" headers="d36514e76 ">
              <p style="margin-bottom:0;">Acme</p>
            </td>

            <td data-label="Product" class="slds-cell-wrap" style="vertical-align:top;" headers="d36514e79 ">Radius</td>

            <td data-label="Transaction Quantity" class="slds-cell-wrap" style="vertical-align:top;" headers="d36514e82 ">5</td>

            <td data-label="Product Unit Price" class="slds-cell-wrap" style="vertical-align:top;" headers="d36514e85 ">$100</td>

            <td data-label="Transaction Amount" class="slds-cell-wrap" style="vertical-align:top;" headers="d36514e88 ">$500</td>

          </tr>
          <tr class="">
            <td data-label="Product" class="slds-cell-wrap" style="vertical-align:top;" headers="d36514e79 ">Radius</td>

            <td data-label="Transaction Quantity" class="slds-cell-wrap" style="vertical-align:top;" headers="d36514e82 ">4</td>

            <td data-label="Product Unit Price" class="slds-cell-wrap" style="vertical-align:top;" headers="d36514e85 ">$100</td>

            <td data-label="Transaction Amount" class="slds-cell-wrap" style="vertical-align:top;" headers="d36514e88 ">$400</td>

          </tr>
          <tr class="">
            <td data-label="Product" class="slds-cell-wrap" style="vertical-align:top;" headers="d36514e79 ">Spectra</td>

            <td data-label="Transaction Quantity" class="slds-cell-wrap" style="vertical-align:top;" headers="d36514e82 ">7</td>

            <td data-label="Product Unit Price" class="slds-cell-wrap" style="vertical-align:top;" headers="d36514e85 ">$120</td>

            <td data-label="Transaction Amount" class="slds-cell-wrap" style="vertical-align:top;" headers="d36514e88 ">$840</td>

          </tr>
          <tr class="">
            <td data-label="Product" class="slds-cell-wrap" style="vertical-align:top;" headers="d36514e79 ">Spectra</td>

            <td data-label="Transaction Quantity" class="slds-cell-wrap" style="vertical-align:top;" headers="d36514e82 ">2</td>

            <td data-label="Product Unit Price" class="slds-cell-wrap" style="vertical-align:top;" headers="d36514e85 ">$120</td>

            <td data-label="Transaction Amount" class="slds-cell-wrap" style="vertical-align:top;" headers="d36514e88 ">$240</td>

          </tr>
          <tr class="">
            <td data-label="Product" class="slds-cell-wrap" style="vertical-align:top;" headers="d36514e79 ">Compass</td>

            <td data-label="Transaction Quantity" class="slds-cell-wrap" style="vertical-align:top;" headers="d36514e82 ">10</td>

            <td data-label="Product Unit Price" class="slds-cell-wrap" style="vertical-align:top;" headers="d36514e85 ">$60</td>

            <td data-label="Transaction Amount" class="slds-cell-wrap" style="vertical-align:top;" headers="d36514e88 ">$600</td>

          </tr>
          <tr class="">
            <td data-label="Product" class="slds-cell-wrap" style="vertical-align:top;" headers="d36514e79 ">Compass</td>

            <td data-label="Transaction Quantity" class="slds-cell-wrap" style="vertical-align:top;" headers="d36514e82 ">4</td>

            <td data-label="Product Unit Price" class="slds-cell-wrap" style="vertical-align:top;" headers="d36514e85 ">$60</td>

            <td data-label="Transaction Amount" class="slds-cell-wrap" style="vertical-align:top;" headers="d36514e88 ">$240</td>

          </tr>
        </tbody>
      </table>

## Eligibility Criteria

The program offers both revenue-based and volume-based rebates. The program has 12 monthly payout periods.

The program manager sets up the eligibility criteria for the rebate types.

 
| Rebate Type | Eligibility Criteria |
| --- | --- |
| Volume-Based | Include all transactions for Radius and Spectra products. |
| Revenue-Based | Include all transactions for Compass products. |

## Benefit Tiers

The program manager sets up the benefit criteria for the rebate types.

The volume-based rebate has these benefit tiers:

- Tier 1: Offers no rebate when the total transaction quantity is less than 20 units.
- Tier 2: Offers a $2 rebate per unit when the total transaction quantity exceeds 21 units.

The revenue-based rebate has these benefit tiers:

- Tier X: Offers no rebate when the total transaction amount is less than $200.
- Tier Y: Offers a 3% rebate when the total transaction amount is between $201 and $500.
- Tier Z: Offers a 5% rebate when the total transaction amount exceeds $501.

## Data Processing Engine

The Transaction Journal records are filtered based on the eligibility criteria for each rebate type. For example, the four transaction records for Radius and Spectra aren’t considered for the revenue-based rebate. The definition then sums up the transaction amount and quantity and updates the total values in the Rebate Member Product Aggregate object. For each payout period, two aggregate records—one for each rebate type—are created for a member.

## Aggregated Data

These sample records are created in the Rebate Member Product Aggregate object for the January payout period.

     
| Record | Member | Payout Period | Rebate Type | Total Quantity | Total Transaction Amount |
| --- | --- | --- | --- | --- | --- |
| Record 1 | Acme | Jan FY21 | Volume-Based | 18 | $1980 |
| Record 2 | Acme | Jan FY21 | Revenue-Based | 14 | $840 |

These values update whenever the scheduled flow runs. The flow triggers the data processing engine definition. The aggregate values on the payout calculation date for Jan FY21 are used to update the final payout amounts in the Member Payout object.

## Final Payouts

Acme receives these payouts based on the benefit tier they qualified for:

- For the volume-based rebate, Acme receives no payouts because the total quantity matches Tier 1.
- For the revenue-based rebate, Acme receives a payout because the total transaction amount matches the criteria for Tier 2. The payout is $42 (5% of $840).