--- schema_version: "1" id: 1648fabf82de85d3ebeb917806e7be4f8fb242c10868090127002cbb26713bc6 title: Create Partner Ledgers and Update Partner Balances collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/create_partner_ledgers_and_update_partner_balances_dpe.md canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.create_partner_ledgers_and_update_partner_balances_dpe.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 81cb73090b666667ae5ec686dcb865a1d6b4ba9d2ae1162dec1f0668152f54d7 description: The Create Partner Ledgers and Update Partner Balances job calculates and updates partner points for prepaid billing or balance amount for postpaid billing. The definition also creates credit and debit ledgers for partners. products: - Loyalty Management release: "264" --- # Create Partner Ledgers and Update Partner Balances The Create Partner Ledgers and Update Partner Balances job calculates and updates partner points for prepaid billing or balance amount for postpaid billing. The definition also creates credit and debit ledgers for partners. ### Required Editions
Available in: Lightning Experience in Enterprise, Performance, Developer, and Unlimited Editions
Available in: Orgs that have the B2C - Loyalty Management Plus or the Loyalty Management - Advanced license enabled
This table lists the key nodes used in the Create Partner Ledgers and Update Partner Balances Data Processing Engine template in the sequence in which the nodes are run:
Node Type Node Name Description
Data Source
  • Journal Type
  • Loyalty Ledger
  • Loyalty Partner Currency Conversion
  • Loyalty Program
  • Loyalty Program Partner
  • Loyalty Program Promotion Partner
  • Transaction Journal
 Data sources used in the job for creating partner ledgers and updating partner balances.
Join Add Journal Type Name to Journal Adds the name of the journal type to transaction journals.
Join Add Last Processed Date to Ledger Adds the last-processed date of the definition to loyalty ledgers.
Join Add Partner Credited Points Adds points to partner-credited points for prepaid billing.
Join Add Partner Debited Points Adds points to partner-debited points for prepaid billing.
Join Add Partner Points Conversion Factor to Ledger Adds the accrual and redemption conversion factors of the partners to the related loyalty ledgers.
Join Add Partners to Ledger Adds information about the related partner to loyalty ledgers.
Join Add Program Name of Partner Adds the name of the loyalty program that the partner is associated with.
Join Add Promotion Partner to Ledger Adds partners of the promotion to loyalty ledgers.
Join Add Promotion Type to Partner Adds promotion type to the partner.
Filter Filter Active and Joint Promotion Partners Filters partners based on the active joint promotions.
Filter Filter Credit Type Partner Ledgers Filters partner ledgers of the Credit type.
Filter Filter Debit Type Partner Ledgers Filters partner ledgers of the Debit type.
Filter Filter Ledgers Created After Last Processed Date Filters partner ledgers created after the last-processed date.
Filter Filter Partner Ledgers with Greater than Zero Points Filters partner ledgers that have more than zero points or amount.
Filter Filter Partners by Program Filters partners based on the loyalty program they’re associated with.
Writeback Objects Create Partner Ledgers Creates Loyalty Program Partner Ledger records.
Writeback Objects Create Partner Summary Ledgers Creates Loyalty Program Partner Summary Ledger records.
Writeback Objects Update Partner Records For prepaid billing, updates partner records with debited points, credited points, and last-processed date. For postpaid billing, updates partner records with the debited amount, credited amount, and last-processed date.
Formulas Calculate Partner Points or Amount Calculates partner’s latest debited points and credited points, or amount.
Formulas Calculate Points Based on Promotion Contribution Calculates points based on a partner’s contribution percentage for the promotion.
Formulas Calculates Partner Credited Points or Debited Points Calculates points and updates the partner’s credited and debited points.
Formulas Check Ledgers Created After Last Processed Date Checks for ledgers created after the last-processed date.
Formulas Determine Partner Ledger Status and Type Determines the status and type of a new partner ledger.
Groups and Aggregates Aggregates Loyalty Ledgers by Type Aggregates loyalty ledgers by ledger type and by date of creation of the related loyalty ledger.
Groups and Aggregates Aggregates Partner Points by Loyalty ledger Activity Date Aggregates points or balance by the associated loyalty ledger's activity date and partner ledger type.
## Input Variables You can define the input parameters for the job. So the input values are passed while running the job. These input values are considered while defining the filter criteria and expressions in different nodes. The input variables defined for the job are: - Loyalty Program Name - Run Date and Time The values are passed while running the Data Processing Engine job. #### See Also - [_Salesforce Help_: Create Partner Ledgers and Update Partner Balances DPE Definition](https://help.salesforce.com/s/articleView?id=xcloud.partner_ledgers_and_partner_balances.htm&release=264.0.0&type=5 "The Create Partner Ledgers and Update Partner Balances Data Processing Engine definition template creates partner ledgers and updates partner balances based on the processed partner transactions.")