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Review Products for Stock Rotation Incentive

Use the Stock Rotation Execution Item (SREI) record to evaluate the stock and prepare submissions. The Stock Rotation Execution Item record shows the total quantity remaining on an invoice and the eligible quantity.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Stock Rotation enabled.

To manage Execution Line Items:

  1. From the Stock Rotation Execution record, select either the Unsubmitted or Submitted view.
  2. Review the Stock Rotation Execution Line Items in the data table.
  3. To update records, click the inline edit icon for fields such as Accepted Quantity or Status.
  4. Filter the Data: Use the dynamic filter icon to narrow down line items. You can filter the record based on Accepted Quantity, Calculated Amount, Calculation Reference Record, Claimable Quantity, Eligible Quantity, Name, Partner Unsold Inventory, Price Type, Product, Program Rebate Type Eligibility, Rebate Claim, Reference Object ID, Remaining Quantity, Selected Quantity, Status, Status Reason, Stock Rotation Method, and Unit Price.
  5. Save Changes: Ensure you click Save after making inline edits to update the record status.
  6. To see specific issues, hover over the Warnings icon to view a popover list of price or reconciliation discrepancies. For more information on resolving warnings, see Resolve Stock Rotation Warnings
Note
Note
  • The Data Processing Engine (DPE) automatically manages the status of a Stock Rotation Execution (SRE) based on the lifecycle of its line items. Stock Rotation Executions are initially created with a New status. When a Stock Rotation Execution Item is attached, the status is updated to In-Progress. Once the Rebate Program End Date + Grace Days is reached, the SRE is marked as Closed for Submission. After all submitted items are either Complete or Rejected, the SRE is finally marked as Completed.
  • The Eligible Quantity is calculated by the DPE based on the manufacturer's Supported Quantity Percentage (e.g., if a partner holds 100 units but the cap is 50%, only 50 units will be shown as eligible)