Recalculate Payouts Due to Changed Benefits

You can recalculate the payouts generated for a rebate program member when the member benefits change due to changed requirements.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Rebate Management enabled.
User Permissions Needed
To recalculate payouts Rebate Management Admin permission set, Manage Flows
  1. From the App Launcher, in the search box enter Rebate, and then select Rebate Program.
  2. In the rebate program Payout tab, click New to create a payout period with the start and end date of calculation.
  3. In the Related tab of a rebate program, go to the Rebate Types list.
  4. To create rebate types that mimic the new benefits, click New. Add benefits and benefit mappings as required.
  5. Change the status of the rebate types that you don’t want to use in rebate calculation from Active to Inactive.
  6. Run the Rebate Orchestration Flow definition using the new payout period as a parameter.
    Payouts are generated for the active rebate types and associated members.