Validate partner submissions and calculate final credit amounts before issuing financial rewards. Use the simulation feature to preview the impact of rotation requests on your budget and verify quantities before permanently generating rebate claims.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions that have Stock Rotation enabled. |
| User Permissions Needed | |
|---|---|
| To simulate and generate Stock Rotation Incentive claims: | Stock Rotation Claim Analyst User |
| To run background calculations: | Business Rules Engine Runtime User |
Simulate Payout
Runs the Business Rules Engine (BRE) expression set against the submitted line items. This populates the Calculated Amount field but does not create financial records. Use this to ensure the payout aligns with your budget allocations.
To simulate payout amounts:
- Navigate to the Stock Rotation Execution record.
- Select the view as Submitted Line Items and review the partner submitted line item details.
- (Optional) Enter an Accepted Quantity to override the partner’s request.
- Review the Selected Quantity value to see the quantity requested by the partner. You can select line items either by applying a filter or through manual selection before triggering the simulation.
- Click Simulate Amount. The system calls the Connect API to hydrate the context and run the calculation logic. Once the process completes, you will receive an in-app notification once the simulate or generate process is completed.
Generate Claim
Finalizes the rotation cycle. It creates Rebate Claim records for all line items that do not have active warnings. For scrap methods, it also triggers the creation of Debit Ledgers. This ledger automatically reduces the partner's on-hand inventory balance in the system, ensuring the scrapped stock is accounted for and cannot be submitted for future rotation cycles.
To generate rebate claims:
- Verify that no critical Warnings (Price Change or Reconciliation) exist for the line items you wish to process.
- Select line items either by applying a filter or through manual selection.
- Click Generate Claim. The system processes the request in the background: Creates a Rebate Claim record linked to the execution. For Scrap items, generates a Debit Ledger to adjust the partner's inventory levels.
The status of the execution line items moves to Complete.