Understand how the Data Processing Engine Edits for Rebates prebuilt app adds grouping and aggregation logic to a Data Processing Engine (DPE) definition.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions that have Rebate Management enabled. |
By default, the Aggregate by Member with Aggregate Item Details DPE template groups records by rebate type, member, and payout period. And, it aggregates Transaction Amount and Transaction Quantity fields by default.
When you use the prebuilt app to modify a DPE definition that’s cloned from the Aggregate by Member with Aggregate Item Details template, these nodes are modified.
| Node Name | Node Type | Modification |
|---|---|---|
| Transaction Journal | Data Source | New custom fields added to the list of selected fields. |
| Rebate Member Product Aggregate | Data Source | New custom fields added to the list of selected fields. |
| Valid Activity Dated Journals with Program Rebate Type Product | Join | New aggregate fields added to the list of selected fields for the first node Filter Transaction Journals With Valid Activity Dates. |
| Look Up Existing Aggregate Data | Join | New aggregate fields added to the list of selected fields for both nodes. |
| Add Rebate Type and Payout Period to Transaction Journals | Join | New aggregate fields added to the list of selected fields for the first node Filter Journals By Usage Type. |
| Transaction Journal with Aggregate Reference Number | Join | New aggregate fields added to the list of selected fields for the first node Filter Valid Transaction Journals For Rebate Types. |
| Valid Transaction Journals for Aggregate Item | Join | New aggregate fields added to the list of selected fields for the first node Transaction Journal with Aggregate Reference Number. |
| Compute New Or Updated Aggregate Records | Formula | Formula is updated to include the new aggregation fields. |
| Total Transaction Amount and Total Quantity | Group and Aggregate |
If Aggregate with Eligibility Criteria is selected, these changes are made to this node.
|
| Total of Additional Field | Group and Aggregate |
If Aggregate with Eligibility Criteria isn’t selected, this node is created with the following:
|
| Append Additional Fields to Total Transaction Amount and Quantity | Append | New node added to append the fields I the Total Transaction Amount and Total Quantity node, and in the Total of Additional Field, depending on whether the Aggregate with Eligibility Criteria checkbox was selected or not. |
| Upsert Total Transaction Amount and Total Quantity | Writeback | New rows added to display the mapping of the new group and aggregate fields. |
The Data Processing Engine Edits app modifies only the nodes that come by default in an Aggregate by Member with Aggregate Item Details template. If you clone the template, and create or edit the new definition, you must manually update the nodes to introduce grouping and aggregation logic.