Partners can upload rebate claims and invoices through the Experience Cloud site.
Admins convert these documents into Transaction Journal records to use for rebate payout
processing and calculation. Partners can also view rebate information such as the programs
they’re enrolled in.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions that have
Rebate Management enabled. |
- Upload Proof-of-Sale Documents and Resolve Errors
Partners can upload proof-of-sale documents such as invoices and claims in .csv files from the Experience Cloud site to claim rebate payouts. These documents are validated against standard business rules, and the partner can edit and resubmit the documents if there are errors. The admin then converts the records in the .csv file into Transaction Journal records for payout processing. Each uploaded file is stored as a Received Document record, which tracks the processing status, number of records processed, and any errors.
- View Rebate Program and Claim Information in Experience Cloud Sites
Partners can view rebate information such as rebate program and claim details in Experience Cloud sites.
- Submit Rebate Claims
Customers and partners can input rebate claims either directly or from the Experience Cloud site. These documents can be validated against standard business rules, and partners and customers can edit and resubmit the claims if there are any errors.
