---
schema_version: "1"
id: 2c6bdafa71b495a0af0e382c09955a2c05318216b687e68cadc27c29f2985187
title: Simulate and Generate Stock Rotation Incentive Claims
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/chrm_stock_rotation_simulate_and_generate.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.chrm_stock_rotation_simulate_and_generate.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: faa25ca89e3f83981ddbf2f8e1a8ec0a7724a7939f2b527d1544471560787dc4
description: 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.
products:
  - Partner Cloud
  - Cross Cloud
  - Manufacturing
release: "264"
---
# Simulate and Generate Stock Rotation Incentive Claims

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

<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%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d17546e61">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d17546e61 ">To simulate and generate Stock Rotation Incentive claims:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d17546e61 ">Stock Rotation Claim Analyst User </td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d17546e61 ">To run background calculations:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d17546e61 ">Business Rules Engine Runtime User</td>

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

## 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.