| Available in: Enterprise, Unlimited, and Developer Editions that have Rebate Management enabled. |
| Template | Purpose | Additional Details |
|---|---|---|
| Aggregate by Member | Filters each program member’s transaction journal records and aggregates the data. In the Rebate Member Product Aggregate object, one record is created for the aggregated data per payout period for each rebate type per member. | Use this definition if a member’s benefits don’t vary based on products or product categories. |
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Aggregate by Member With Custom Node (Beta) This feature is a Beta Service. Customer can opt to try the Beta Service in its sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms provided at Agreements and Terms. |
This template is similar to the Aggregate by Member template but it uses a custom logic to evaluate eligible transaction journals for each rebate type in place of a formula node. | Use this definition if a rebate type has a large number of filter conditions for eligibility criteria and product eligibility to evaluate transactions that qualify for rebate payouts. |
| Aggregate by Member with Aggregate Item Details |
Filters each program member’s transaction journal records and aggregates the data. In the Rebate Member Product Aggregate object, one record is created for the aggregated data per payout period for each rebate type per member, and in the Rebate Member Aggregate Item object, one record is created for each qualified transaction journal record.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. 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. |
Use this definition if a member’s benefits don’t vary based on products or product categories and you want to view the transaction details of each aggregate record for a member. |
| Aggregate by Account | Uses the Account field on the Transaction Journal records to filter and aggregate the data. In the Rebate Member Product Aggregate object, one record is created for the aggregated data per payout period for each rebate type per account. | Use this definition to evaluate each Transaction Journal record of an account against the rebate programs that the account is a member of. To reward a member with multiple payouts for different rebate programs, it isn’t necessary to create separate transaction records to create the association between a member and a program. The definition assesses each transaction of an account and aggregates the values based on the rules of each program that the account is a member of. |
| Aggregate by Product and Member | Filters transaction journal records and aggregates the data by member and product. In the Rebate Member Product Aggregate object, one record is created for the aggregate data of each product per payout period for each rebate type per member. | Use this definition if a member’s benefits for a rebate type vary by product. |
| Year Over Year Growth Aggregate using Member | Aggregates transaction journal records of a member for the current period, compares the records with the previous year’s records for the same period, and calculates the year-on-year growth. In the Rebate Member Product Aggregate object, one record is created for each member. The record shows the aggregate values for the current and previous years for the same payout period. | Use this definition if the benefits vary by the amount or degree of growth in revenue or quantity between the previous and current years. |
| Process Per Transaction using Member | Extracts data from Transaction Journal records for a member for a rebate type for a payout period. In the Rebate Member Product Aggregate object, one record is created for each transaction. | Use this definition if the payouts are calculated at each transaction or claim level for a member. |
| Account Hierarchy Member Aggregate using Member | Uses the account hierarchy setup to aggregate the subaccount transactions at the parent-account level in the Transaction Journal. The records are created in the Rebate Member Product Aggregate object. | Use this definition if multiple accounts in a hierarchy are members of the same rebate program. |
| Ship & Debit Program Aggregate using Member | Compares and validates the claim amount submitted by a member with the values in a ship-and-debit rebate program. Based on the validation, if the claimed amount matches the rebate program benefit setup, the claims are processed to aggregate the data and calculate the payout amount. If the claim doesn’t match the rebate program benefit setup, an error description is populated in the related Transaction Journal record. | Use this definition if you use the ship-and-debit rebate program model. In the ship-and-debit rebate program incentive model, the enrolled members, typically distributors, receive special benefits when they sell products to a preferred ship-to account. |
| Insert Orders to Journal with Member | Extracts data from Order records to create similar records in Transaction Journal. You can modify the template to copy data from other Salesforce objects to the Transaction Journal object for rebate processing. | Use this definition if you want to get the transaction records for program members from your Salesforce org. |
| Rebate Calculations Post Processing | Updates the last calculation date of the rebate payout, sets the payout status to calculated, and closes payout periods with payout calculation dates in the past. | Use this definition with the Rebate Orchestration Flow 2. |