This example shows how you how you can use the Process Per Transaction using Member template to process each transaction record of a member and generate a payout amount for that transaction.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions that have Rebate Management enabled. |
Transaction Journal Records
Acme is a member of a rebate program. Here are sample Transaction Journal records for January 2021:
| Member | Activity Date | Product | Product Unit Price | Transaction Quantity | Transaction Amount |
|---|---|---|---|---|---|
| Acme | 02 Jan 2021 | Radius | $50 | 10 | $500 |
| Acme | 03 Jan 2021 | Spectra | $60 | 10 | $600 |
| Acme | 12 Jan 2021 | Radius | $50 | 50 | $2500 |
| Acme | 26 Jan 2021 | Compass | $100 | 40 | $4000 |
Rebate Program Rules
The rebate program offers a fixed amount rebate type. The program has 12 monthly payout periods. Each transaction is offered a rebate type of fixed payout amount of $10 rebate per unit. No benefit tiers are associated with the rebate type because all transactions get the $10 rebate per unit, irrespective of the product type, total transaction quantity, and total transaction amount.
The program manager defines the eligibility criteria for the rebate type to include transactions for all products except Spectra.
Data Processing Engine
Transaction Journal records for a payout period are filtered but no aggregation is applied. Transactions for Spectra aren’t considered for payout calculation. For each member, a single record is created in the Rebate Member Product Aggregate object for each eligible transaction.
Aggregate Data
These sample records are created in the Rebate Member Product Aggregate object for January 2021.
| Member | Payout Period | Product | Total Transaction Quantity | Total Transaction Amount |
|---|---|---|---|---|
| Acme | Jan FY21 | Radius | 10 | $500 |
| Acme | Jan FY21 | Radius | 50 | $2500 |
| Acme | Jan FY21 | Compass | 40 | $4000 |
These values update whenever the scheduled flow runs. The flow triggers the data processing engine definition. Values on the payout calculation date for Jan FY21 are used to update the final payout amounts in the Member Payout object.
Final Payouts
Based on the rebate type definition, Acme receives payouts for each transaction separately.
- For the first transaction, the payout is $100 ($10 per unit for 10 units).
- For the second transaction, the payout is $500 ($10 per unit for 50 units).
- For the third transaction, the payout is $400 ($10 per unit for 40 units).