---
schema_version: "1"
id: 8d80f7f5c1954b14c06271a4a7adb216b21107ba58c34e09e8f7f2ee6dd05612
title: How Are Accruals Calculated?
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/admin_rebates_how_are_accruals_calculated.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.admin_rebates_how_are_accruals_calculated.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d4375b890590baea4756c18c399748f7fd7719745e1025c7de1193ae50bc5551
description: Define the calculation basis of a rebate type and add an accrual rate to specify how to calculate accruals for members. Be better prepared with your finances for an ongoing period by accruing on a regular basis, even though the actual payout is settled at the end of a period. You can view the accrual and payout amounts of a member for each payout period.
products:
  - Partner Cloud
  - Cross Cloud
  - Manufacturing
release: "264"
---
# How Are Accruals Calculated?

Define the calculation basis of a rebate type and add an accrual rate to specify how to calculate accruals for members. Be better prepared with your finances for an ongoing period by accruing on a regular basis, even though the actual payout is settled at the end of a period. You can view the accrual and payout amounts of a member for each payout period.

### 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>

Understand how these fields on a Program Rebate Type record determine how accruals are calculated.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d52141e66">Field</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d52141e69">Description</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d52141e72">Example Value</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d52141e66 ">Measure Type</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d52141e69 ">Select the type of reward that you want to offer for the rebate type. Types of rewards
            include Amount Per Unit, Percentage of Revenue, Fixed Amount, and Custom.</td>

          <td data-label="Example Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d52141e72 ">Percentage of Revenue</td>

        </tr>
        <tr class="">
          <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d52141e66 ">Measure Field</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d52141e69 ">Field in the specified aggregation object based on which payout benefit is
            generated.</td>

          <td data-label="Example Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d52141e72 ">Total Transaction Quantity</td>

        </tr>
        <tr class="">
          <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d52141e66 ">Calculation Basis</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d52141e69 ">
            <p>Define how accruals and payouts are calculated.</p>
            <ul>
              <li>Payout: Use benefit setup to calculate the rebate payout amount. The minimum and maximum
                values along with the applied benefit value for each tier decide how payouts are
                calculated.</li>

              <li>Accrual: Accrual amount is calculated based on the accrual rate that you define. If you
                don’t specify the accrual rate, Rebate Management uses benefit setup.</li>

              <li>Payout and Accrual: Benefit setup is used to calculate payouts and accruals.</li>

            </ul>
          </td>

          <td data-label="Example Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d52141e72 ">Payout and Accrual</td>

        </tr>
        <tr class="">
          <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d52141e66 ">Accrual Rate</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d52141e69 ">Fixed rate at which you want to accrue all benefits.</td>

          <td data-label="Example Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d52141e72 ">
            <p>If Measure Type is Percentage of Revenue and Measure Field is Total Transaction Quantity,
              enter 5 as the Accrual Rate.</p>
            <p style="margin-bottom:0;">Accruals are calculated as 5% of the total transaction quantity recorded by a member.</p>
          </td>

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

For more information on how to calculate payouts, see [How Are Rebate Payouts Calculated?](https://help.salesforce.com/s/articleView?id=xcloud.admin_rebates_how_are_payouts_calculated.htm&release=264.0.0&type=5 "Review the necessary steps to calculate rebate payouts for the members in a rebate program. Transaction Journal records are used as the input for calculation, and the output is stored in Rebate Member Payout records.").