Data Processing Templates for Stock Rotation Incentive Claim Processing

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.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Stock Rotation enabled
User Permissions Needed
To configure data processing templates: Data Pipelines Base User AND Channel Partner Inventory Tracking Admin

Before you begin, ensure that Data Pipelines and Channel Partner Inventory Tracking are enabled.

  1. From Setup, in the Quick Find box, enter Data Processing Engine, and then select Data Processing Engine.
  2. Locate the following Stock Rotation templates:
    1. Stock Rotation Eligibility Calculation for Partner Unsold Inventory: Identifies and stamps eligible Partner Unsold Inventory (PUI) records. See Stock Rotation Eligibility Calculation for Partner Unsold Inventory
    2. Stock Rotation and Execution Item Processing: Creates the Stock Rotation Execution (SRE) and Line Item (SRELI) records. See Stock Rotation and Execution Item Processing
  3. Enter a unique name for each cloned definition.
  4. (Optional) Customize logic, such as the date range calculation for validity duration.
  5. Save and Activate each definition.
  • Stock Rotation Eligibility Calculation for Partner Unsold Inventory
    The Stock Rotation Eligibility Calculation for Partner Unsold Inventory template stamps eligibility onto eligible Partner Unsold Inventory (PUI) records. This DPE is responsible for calculating the eligibility of any invoice for stock rotation.
  • Stock Rotation and Execution Item Processing
    Once a Partner Unsold Inventory (PUI) is stamped with the eligibility condition, the next step is to run the Stock Rotation and Execution Item Processing DPE. This DPE is responsible for creating the stock rotation and the corresponding invoices to show to the partner.