Data Processing Engine Definitions in Channel Revenue Management

Data Processing Engine (DPE) definitions power the calculations that drive rebate, channel inventory, stock rotation, and accrual processing in Channel Revenue Management. Some definitions were originally built for CRM Analytics and can be migrated to run on Data Cloud for improved performance and scale. Others are purpose-built for Data Cloud and require no migration.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions

DPE	Type	Migration Required?
Aggregate by Member	Rebates	Yes
Aggregate by Member with Aggregate Item Details	Rebates	Yes
Aggregate by Account	Rebates	Yes
Aggregate by Product and Member	Rebates	Yes
Account Hierarchy Aggregate using Member	Rebates	Yes
Ship And Debit Program Aggregate using Member	Rebates	Yes
Process Per Transaction Using Member	Rebates	Yes
Calculate Year over Year Growth Aggregates by Member	Rebates	Yes
Create Partner Inventory Reconciliations	Channel Inventory	Yes
Create Partner Unsold Inventory Records	Channel Inventory	Yes
Upsert Partner Inventory Reconciliations Based on Unsold Inventory	Channel Inventory	Yes
Create Partner Unsold Inventory Records Based On Eligible Programs	Channel Inventory	Yes
Upsert Partner Unsold Inventory Ledgers Using Transaction Journals	Channel Inventory	Yes
Process Point of Sale Return Transactions for End Customer Returns	Channel Inventory	Yes
Stock Rotation and Execution Item Processing	Stock Rotation	Yes
Stock Rotation Eligibility Calculation for Partner Unsold Inventory	Stock Rotation	Yes

To migrate Classic Rebates, Channel Inventory, and Stock Rotation DPEs to Data Cloud, see Migrate an Existing Data Processing Engine Template to Data Cloud. For setup and configuration of Rebate and Accrual Management Advanced DPEs, see Manage Accrual Calculations in Rebate and Accrual Management Advanced.

Migrate an Existing Data Processing Engine Template to Data Cloud
Migrating the existing Rebate Data Processing Engine (DPE) template to Data Cloud involves exporting the definition as a JSON file, modifying specific metadata tags to change the execution engine, and importing it back into the Salesforce environment as a Data Cloud-native DPE.