---
schema_version: "1"
id: 1f9bf987ba8237c6cad47031cc8dcedc495667799bef0b732d111a9a6505ce0f
title: Manage Budgets and Allocations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/chrm_stock_rotation_manage_budgets.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.chrm_stock_rotation_manage_budgets.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7b77f27b1d4cf9682bcc5dca76b695290bd98618e30e5eeeaed58289084abe2e
description: Define financial limits for your incentive programs to ensure profitability and prevent over-payouts. You can create hierarchical budgets and allocate specific amounts down to the individual Rebate Program Member level.
products:
  - Partner Cloud
  - Cross Cloud
  - Manufacturing
release: "264"
---
# Manage Budgets and Allocations

Define financial limits for your incentive programs to ensure profitability and prevent over-payouts. You can create hierarchical budgets and allocate specific amounts down to the individual Rebate Program Member level.

### 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 permission">
        <colgroup>
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d15029e61">User Permissions
              Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d15029e61 ">To manage budgets and allocations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d15029e61 ">Stock Rotation Admin permission set</td>

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The budgeting system follows a hierarchical structure to track funds from a global level down to individual partner executions:

- Budget: Represents the total fund pool (e.g., "$1M for Q4 Returns").
- Budget Allocation: Links a portion of the main budget to a specific Rebate Program Member (Partner). This defines the "Eligible Amount" seen on the Execution record.

To define and allocate Budgets:

1. From the App Launcher, find and select **Budgets**.
2. Click **New** and define the total fund amount and period. Ensure the status is set to **Active**.
3. Navigate to the Budget Allocations related list and click **New**.
4. Configure the allocation for a partner:
    1. Budget: Select the parent budget record.
    2. Rebate Program Member: Select the partner account enrolled in the Stock Rotation program.
    3. Amount: Enter the maximum credit value allowed for this partner's rotation.
5. Save the allocation.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-channel_revenue_mgmt-264-0-0-production-enus/0afcbbd8-b325-4d62-baa1-63243d1c10aa/images/icon_note.png)

Note

When a Stock Rotation Execution is created for a partner, the system automatically pulls the value from all the Budget Allocations defined for the member and displays it as the Eligible Amount.

Before Claim Generation, use the Simulate Amount action to see the "Calculated Amount." Compare this against the "Eligible Amount" to ensure you are within budget. See Simulate and Generate Stock Rotation Incentive Claims.