---
schema_version: "1"
id: 0e0047d8a5743bda6e2971376e66cc727566e2b47ed671763a916fc27474c83d
title: Key Terms in Stock Rotation Incentive
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/chrm_stock_rotation_key_terms.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.chrm_stock_rotation_key_terms.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3dc1173f2f35b5434c7b1f850d12e89787af59a37feeed41c62ae102e0809633
description: Review the key terms to understand the Stock Rotation Incentive process.
products:
  - Partner Cloud
  - Cross Cloud
  - Manufacturing
release: "264"
---
# Key Terms in Stock Rotation Incentive

Review the key terms to understand the Stock Rotation Incentive process.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d29115e61">Term</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d29115e64">Definition</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d29115e61 ">Rebate Program</td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d29115e64 ">Defines structured incentive programs with a program type of Stock Rotation and a
            frequency of On Demand.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d29115e61 ">Rebate Program Member </td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d29115e64 ">Identifies the specific account enrolled in the stock rotation program for which
            an account ID is mandatory.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d29115e61 ">Program Rebate Type </td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d29115e64 ">A Program Rebate Type defines the specific incentive rules and calculation logic
            within a Rebate Program. It dictates how transaction data is filtered for eligibility,
            and mapped to benefit tiers to determine final payout amounts for program
            members.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d29115e61 ">Program Rebate Type Eligibility </td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d29115e64 ">A record that defines specific rules for a rotation, such as the Program Rebate
            Type, Price Type, Supported Quantity Percent, and Stock Rotation Method.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d29115e61 ">Budget </td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d29115e64 ">Represents the planned pool of funds set aside for incentive payouts, tracking
            the available financial capacity over a defined period to support stock rotation and
            other rebate program expenses.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d29115e61 ">Budget Allocation </td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d29115e64 ">
            <p dir="ltr">Records that define the specific amount of funds allocated to a
              program member for stock rotation payouts.</p>
            <p style="margin-bottom:0;">Along with StockRotation, Budget
              Management is allowlisted for Standard Rebates and other incentive
              programs.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d29115e61 ">Stock Rotation Execution </td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d29115e64 ">Tracks the execution of a stock rotation for a specific member, including the
            status, eligible amount from budget allocations, and execution timeframes within a
            stock rotation incentive program.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d29115e61 ">Stock Rotation Execution Line Item </td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d29115e64 ">Represents stock rotation execution line item with reference to individual
            inventory records, eligible quantity, claimable quantity, product, and price.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d29115e61 ">Partner Unsold Inventory (PUI) </td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d29115e64 ">The source record representing the partner's current stock, used to determine
            eligibility for rotation based on transaction dates and remaining quantities.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d29115e61 ">Stock Rotation Method </td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d29115e64 ">Specifies how the inventory is handled, either as a Return (physical return of
            goods) or Scrap (destruction of goods at the partner site).</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d29115e61 ">Rebate Claim</td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d29115e64 ">The record generated upon execution that tracks the calculated credit amount and
            links to the financial payout process.</td>

        </tr>
      </tbody>
    </table>