Define a program budget to set the total amount of funds available for a specific incentive, such as a Rebate Program, Ship and Debit, Price Protection, or Stock Rotation.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions that have Rebate Management, Ship and Debit Process Management, Price Protection, or Stock Rotation enabled. |
| User Permissions Needed | |
|---|---|
| To define a program budget: | Rebate Management Admin OR Ship and Debit Process Management Admin OR Price Protection Admin OR Stock Rotation Admin permission set |
- From the App Launcher, find and select Budgets.
- Click New.
- Enter a Budget Name (e.g., 2026 Acme Rebate Budget).
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To define a budget for a specific partner:
- Select the Account. This allows you to set a budget pool dedicated to a single Partner before allocating it to specific incentive programs.
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To create a nested budget structure:
- Select a primary budget. You can allocate portions of a large corporate budget to specific incentive programs by creating sub-budgets. You can add a budget for a specific incentive or define a parent budget that is distributed across incentive specific budgets using a budget hierarchy.
- Enter the total budget Amount.
- Set the Effective Date Range.
- Select the Account.
- Click Save.
Note You can add custom picklist values to these fields:
- Type
- Status