---
schema_version: "1"
id: 04ba017d19c845a341794944da07e0a450ff976d83384c88260d6067f2690e94
title: Populate Transaction Data for Rebate Payout Calculations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/admin_rebates_populate_transaction_data.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.admin_rebates_populate_transaction_data.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ce40a82f5d8c7f19bf74ca2eb1b59397612a59f191d00189e123c007a814069e
description: When partners purchase your products, the transactions are recorded as claims and invoices. These transactions are used as inputs for rebate payout calculations. Retrieve transaction data of your org from Salesforce objects such as Orders, from partners submitting claims via the Experience Cloud site, and from external systems.
products:
  - Partner Cloud
  - Cross Cloud
  - Manufacturing
release: "264"
---
# Populate Transaction Data for Rebate Payout Calculations

When partners purchase your products, the transactions are recorded as claims and invoices. These transactions are used as inputs for rebate payout calculations. Retrieve transaction data of your org from Salesforce objects such as Orders, from partners submitting claims via the Experience Cloud site, and from external systems.

### 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>

To store all transaction records for member accounts, use the Transaction Journal object. If you need additional information such as account territory, invoice status, and product category for rebate processing, add custom fields to Transaction Journal.

To populate transaction records in journals for downstream rebate calculations, use any one of these methods.

- Convert Orders in your Salesforce org into Transaction Journal records. To convert orders into transaction journal records, clone and customize the predefined Insert Orders Into Journals data processing engine (DPE) definition. To use an object other than Order, change the data source from Order to the relevant object in the definition and then select the required fields in all applicable nodes. To regularly transfer records either from orders or from the custom object to Transaction Journal, schedule a flow at regular intervals to run the Insert Orders Into Journals definition.
- Populate supplier invoices and claims submitted by partners in Transaction Journal records as proof of transaction documents. Partners upload the documents as CSV files by using the Experience Cloud site. You can use the ProcessCSV API action to either transfer the records to a custom object or directly to Transaction Journal.
- Transfer data from external systems, such as Enterprise Resource Planning (ERP) solutions, to the Transaction Journal object by using either integration techniques or standard Salesforce methods such as Bulk API or Data Loader.

#### See Also

- [Rebate Management Workflow](https://help.salesforce.com/s/articleView?id=xcloud.admin_rebates_workflow.htm&release=264.0.0&type=5 "Before you implement or use Rebate Management, understand the end-to-end workflow and the key decisions involved in each step.")
- [Upload Proof-of-Sale Documents and Resolve Errors](https://help.salesforce.com/s/articleView?id=xcloud.admin_rebates_proof_of_sale_and_resolve_errors.htm&release=264.0.0&type=5 "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.")
- [Insert Invoice Records Into Transaction Journals (Example)](https://help.salesforce.com/s/articleView?id=xcloud.admin_rebates_insert_invoice_records_into_transaction_journals.htm&release=264.0.0&type=5 "This example shows how you can customize and use the Insert Orders to Journals with Member template to transfer records from a custom Invoice object to the Transaction Journal object.")
- [Process Rebate CSV Files](https://developer.salesforce.com/docs/atlas.en-us.rebates_api_devguide.meta/rebates_api_devguide/rebate_actions_rebates_process_csv.htm)