---
schema_version: "1"
id: aa058eae871f2c90311ad66350370f563b6b873b837f2e00539a8d62cd07ff96
title: Aggregate Payouts by Member with Aggregate Item Details (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_with_item_details_example.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.admin_rebates_aggregate_by_member_with_item_details_example.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ff77c0298565c29c8607d085d4711774f4ea7058a94b678e60782b52df43503a
description: 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.
products:
  - Partner Cloud
  - Cross Cloud
  - Manufacturing
release: "264"
---
# Aggregate Payouts by Member with Aggregate Item Details (Example)

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

<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>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-channel_revenue_mgmt-264-0-0-production-enus/0afcbbd8-b325-4d62-baa1-63243d1c10aa/images/icon_important.png)

Important In Spring '24, we updated the Aggregate by Member with Aggregate Item Details DPE template. If you used the template to create a DPE definition before Spring '24, we recommend that you create a definition using the updated template or modify your existing definitions based on the updated template.

## Transaction Journal Records

Acme India and Acme Japan are members 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:16.666666666666664%">
          <col style="width:16.666666666666664%">
          <col style="width:16.666666666666664%">
          <col style="width:16.666666666666664%">
          <col style="width:16.666666666666664%">
          <col style="width:16.666666666666664%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d49710e81">Record</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d49710e84">Member</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d49710e87">Product</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d49710e90">Transaction Quantity</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d49710e93">Product Unit Price</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d49710e97">Transaction Amount</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Record" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e81 ">1</td>

            <td data-label="Member" class="slds-cell-wrap" rowspan="3" style="vertical-align:top;" headers="d49710e84 ">
              <p style="margin-bottom:0;">Acme India</p>
            </td>

            <td data-label="Product" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e87 ">Radius</td>

            <td data-label="Transaction Quantity" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e90 ">10</td>

            <td data-label="Product Unit Price" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e93 ">$100</td>

            <td data-label="Transaction Amount" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e97 ">$1000</td>

          </tr>
          <tr class="">
            <td data-label="Record" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e81 ">2</td>

            <td data-label="Product" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e87 ">Spectra</td>

            <td data-label="Transaction Quantity" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e90 ">12</td>

            <td data-label="Product Unit Price" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e93 ">$120</td>

            <td data-label="Transaction Amount" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e97 ">$1440</td>

          </tr>
          <tr class="">
            <td data-label="Record" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e81 ">3</td>

            <td data-label="Product" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e87 ">Compass</td>

            <td data-label="Transaction Quantity" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e90 ">10</td>

            <td data-label="Product Unit Price" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e93 ">$60</td>

            <td data-label="Transaction Amount" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e97 ">$600</td>

          </tr>
          <tr class="">
            <td data-label="Record" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e81 ">4</td>

            <td data-label="Member" class="slds-cell-wrap" rowspan="3" style="vertical-align:top;" headers="d49710e84 ">Acme Japan</td>

            <td data-label="Product" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e87 ">Radius</td>

            <td data-label="Transaction Quantity" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e90 ">4</td>

            <td data-label="Product Unit Price" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e93 ">$100</td>

            <td data-label="Transaction Amount" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e97 ">$400</td>

          </tr>
          <tr class="">
            <td data-label="Record" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e81 ">5</td>

            <td data-label="Product" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e87 ">Spectra</td>

            <td data-label="Transaction Quantity" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e90 ">7</td>

            <td data-label="Product Unit Price" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e93 ">$120</td>

            <td data-label="Transaction Amount" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e97 ">$840</td>

          </tr>
          <tr class="">
            <td data-label="Record" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e81 ">6</td>

            <td data-label="Product" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e87 ">Compass</td>

            <td data-label="Transaction Quantity" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e90 ">4</td>

            <td data-label="Product Unit Price" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e93 ">$60</td>

            <td data-label="Transaction Amount" class="slds-cell-wrap" style="vertical-align:top;" headers="d49710e97 ">$240</td>

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

## 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).