---
schema_version: "1"
id: bc11380100d740e298b4b5628d63450945f3e7b25263082ac89a669fb5401402
title: Set Up Stock Rotation Incentive Claim Processing
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/chrm_stock_rotation_claim_processing_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.chrm_stock_rotation_claim_processing_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c99d528d758551e4d97c32b95b1c9012bb96bda9279006fd66acb26d5d6aaeb3
description: Build an end-to-end process to validate stock rotation incentive claims, verify their eligibility for benefits, and calculate payouts by using declarative process automation tools. Minimize turnaround times, improve the efficiency of stock rotation claim analysts, and reduce manual errors with automated processes. Build your own processes by using the preconfigured, scalable templates for flows and Business Rules Engine expression sets as-is or as a reference.
products:
  - Partner Cloud
  - Cross Cloud
  - Manufacturing
release: "264"
---
# Set Up Stock Rotation Incentive Claim Processing

Build an end-to-end process to validate stock rotation incentive claims, verify their eligibility for benefits, and calculate payouts by using declarative process automation tools. Minimize turnaround times, improve the efficiency of stock rotation claim analysts, and reduce manual errors with automated processes. Build your own processes by using the preconfigured, scalable templates for flows and Business Rules Engine expression sets as-is or as a reference.

### 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 Stock Rotation enabled.</td></tr></tbody></table>

- **[Data Processing Templates for Stock Rotation Incentive Claim Processing](https://help.salesforce.com/s/articleView?id=xcloud.chrm_stock_rotation_dpe.htm&release=264.0.0&type=5)**  
    Clone and use the predefined Data Processing Engine (DPE) definitions for Stock Rotation to automate inventory eligibility stamping and the creation of execution items. You can use these definitions as-is or extend them to meet specific business requirements. To use a definition, you must activate it.
- **[Flow Template for Stock Rotation Incentive Notifications](https://help.salesforce.com/s/articleView?id=xcloud.chrm_stock_rotation_flow_template.htm&release=264.0.0&type=5)**  
    Use the record-triggered flow to notify the partners when a new stock rotation window opens. This ensures partner users are informed in real time and have sufficient time to review eligible inventory and submit stock rotation requests before the program deadline. Customize the out-of-the-box notification flow to meet your organization’s communication and branding requirements.
- **[Expression Set Template for Stock Rotation](https://help.salesforce.com/s/articleView?id=xcloud.chrm_stock_rotation_expression_set_template.htm&release=264.0.0&type=5)**  
    Use the preconfigured expression set template, Ready\_to\_Use\_CalcStockRotationClaimAmount, to validate stock rotation incentive claims and calculate payouts using the Business Rules Engine. This template contains the out-of-the-box rules for processing claims, ensuring that calculations are handled automatically.
- **[Context Definition for Stock Rotation](https://help.salesforce.com/s/articleView?id=xcloud.chrm_stock_context_definition.htm&release=264.0.0&type=5)**  
    Use the preconfigured context definition, StockRotationExecutionContext, to provide the data structure and mapping required to identify eligible inventory and calculate stock rotation benefits. This definition allows for the execution of Stock Rotation rules, ensuring integration between Stock Rotation Executions, Stock Rotation Execution Line Items, and Stock Rotation Claims.