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Submit Stock Rotation Incentive Claims

Partners can submit stock rotation incentive claims either directly or from the Experience Cloud site. Validate, edit and resubmit claims if there are any errors.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Stock Rotation enabled.
  1. Log in to the Partner Experience Cloud site and navigate to Stock Rotation Executions.
  2. Open the Stock Rotation Execution Item record.
  3. Review the Unsubmitted Line Items and locate the product you want to rotate.
  4. Provide values for these fields:
    Stock Rotation Method Set the preferred Stock Rotation Method:
    • Return: For physical shipment back to the manufacturer.
    • Scrap: For disposing of the product at the partner location.
    Quantity Enter the Quantity to be rotated.

    Ensure the selected quantity does not exceed the Eligible Quantity displayed for that line item.
    Status To submit for evaluation, change the Status of the line item to Quantity Submitted.
  5. If the "Scrap" method is chosen, navigate to the Files related list on the line item to upload "Proof of Scrap."
  6. Click Save.

Once submitted, the record moves from the Unsubmitted tab to the Submitted tab, where it awaits manufacturer approval. The manufacturer (Stock Rotation Program Manager) will review the request to either Accept or Reject the items.