Map Fields for Eligible and Applied Rebate Types

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.