Salesforce Docs Portal

DPE Execution Sequence for In-Transit Inventory and Price Protection

Once Transit Time and Account Lead Time records are defined, execute the following DPEs in this order to ensure accurate handling of in-transit inventory, proper ledger status updates, and correct price protection calculations.

Required Editions

Available in: Enterprise, Professional, and Unlimited Editions with the Channel Revenue Management add on

Use the Winter ’26 version of the DPEs, as versions cloned before Winter ’26 do not support the Transit Time feature.

Execution Order DPE Name KEY Function Details (Transit Time Impact)
Step 1 (Select One)

Create Partner Unsold Inventory Records

OR

Create Partner Unsold Inventory Records Based On Eligible Programs

Creates PUI and PIL records and executes partners returns.

  • Use Create Partner Unsold Inventory Records if only using Channel Inventory.
  • Use Create Partner Unsold Inventory Records Based On Eligible Programs if using Price Protection or Ship and Debit.
 Stamps in-transit quantities and updates the status to Approved when the transit duration completes.
Step 2 Upsert Partner Unsold Inventory Ledgers Using Transaction Journals Creates and updates partner inventory ledgers to reflect sales data from point-of-sale transaction journals. No change for transit time.
Step 3 Process Point of Sale Return Transactions for End Customer Returns Processes point-of-sale return documents from end customers, creating corresponding credit ledger entries and updating transaction journal statuses. Deducts in-transit quantities from total stock to ensure accurate end-customer returns and prevent incorrect credits, maintaining proper ledger and inventory tracking.
Step 4 Create Partner Inventory Reconciliations Creates inventory reconciliations from valid staged partner data and updates the status of invalid data. No change for transit time.
Step 5 Upsert Partner Inventory Reconciliations Based on Unsold Inventory Validates and closes open inventory reconciliations by matching reported quantities against actual unsold inventory levels. Stamps in-transit quantities for reconciliation and ensures accurate ledger tracking.
Step 6 Create, Update or Delete PPE/PPELI based on product-detected price changes Creates or updates price protection records (PPE/PPELI) by processing detected price changes against unsold partner inventory. Clone the Ready_to_Use_CalcClaimAmount template, activate it, and attach it to the Program Rebate Type. It handles in-transit quantities and ensures correct price protection processing. After DPE execution, run the Update Product Pricing for Price Protection flow to calculate pricing differences and set the status to Ready for Claim. Then generate the Price Protection rebate claim; PPE status updates to Complete.