This example shows how you can use the Aggregate by Member with Aggregate Item Details data processing engine (DPE) template to aggregate transaction records for a program member for a rebate type along with the transaction details of each aggregate record.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions that have Rebate Management enabled |
Transaction Journal Records
Acme India and Acme Japan are members of a rebate program. Here are sample Transaction Journal records for January 2021.
| Record | Member | Product | Transaction Quantity | Product Unit Price | Transaction Amount |
|---|---|---|---|---|---|
| 1 |
Acme India |
Radius | 10 | $100 | $1000 |
| 2 | Spectra | 12 | $120 | $1440 | |
| 3 | Compass | 10 | $60 | $600 | |
| 4 | Acme Japan | Radius | 4 | $100 | $400 |
| 5 | Spectra | 7 | $120 | $840 | |
| 6 | Compass | 4 | $60 | $240 |
Eligibility Criteria
The program offers volume-based rebates. The program has 12 monthly payout periods.
The program manager sets up the eligibility criteria for the volume-based rebate type to include all transactions for Radius and Spectra products.
Benefit Tiers
The program manager sets up the benefit criteria for the rebate type.
- 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.
Data Processing Engine
The Transaction Journal records are filtered based on the eligibility criteria for the rebate type. Because Compass products aren't included for the volume-based rebate type, those records are excluded. The definition then sums up the transaction amount and quantity for the eligible records, and updates the total values in the Rebate Member Product Aggregate object. For each payout period, two aggregate records—one for each rebate program member—are created.
Aggregated Data
These sample Rebate Member Product Aggregate records are created for the January payout period.
| Record | Member | Payout Period | Rebate Type | Total Quantity | Total Transaction Amount |
|---|---|---|---|---|---|
| Record 1 | Acme India | Jan FY21 | Volume-Based | 22 | $2440 |
| Record 2 | Acme Japan | Jan FY21 | Volume-Based | 11 | $1240 |
Aggregate Record Details
These sample Rebate Member Aggregate Item records are created for the January payout period.
| Aggregate Record | Transaction Journal Record | Transaction Quantity | Transaction Amount |
|---|---|---|---|
| Record 1 | Record 1 | 10 | $1000 |
| Record 1 | Record 2 | 12 | $1440 |
| Record 2 | Record 4 | 4 | $400 |
| Record 2 | Record 5 | 7 | $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
For the volume-based rebate, Acme Japan doesn't receive a payout because the total quantity matches Tier 1. Acme India receives a payout because the total quantity matches Tier 2. The payout is $44 ($2 multiplied by 22 units).