To view eligible and applied rebate types on a record, you must map the fields of your
target object with fields in the Transaction Journal using the ObjectHierarchyRelationship
metadata API. If these mappings are not defined, the Eligible tab shows all integratable rebate
types regardless of criteria, and the Applied tab remains empty.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions
that have Rebate Management enabled. |
- Ensure the target object (e.g., Sales Agreement,
Quote, or Contract) is enabled in your
org.
- Identify the specific fields used for eligibility, such as Product, Account, and
Territory.
- Create Field Mappings
Admins define mappings by retrieving, editing, and deploying XML component files through the metadata API.