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Use the Check Rebate Calculations Flow

Run the Check Rebate Calculations screen flow to see the list of rebate types and the related transaction journals that are eligible for payout. Based on the results, you can understand how the rebate orchestration flow calculates the payout because you already know the type of transactions that qualify for a specific period. The flow also helps you identify whether the rebate program, the rebate types and their benefits, or the payout period is active or not.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To run the flow: Manage Flows
  1. 1. From Setup, enter Flow in the Quick Find box, and then select Flow.
  2. Click the Check Rebate Calculations flow.
  3. Click Save and create a flow version.
  4. Click Run on the new flow definition.
  5. Select a Rebate Program.
    Only rebate programs of Standard type are available for selection.
  6. Click Next.
  7. Select a Rebate Member.
  8. Select a Rebate Program Payout Period.
  9. Click Next.
    You see a list of all transactions that qualify for the selected member and payout period. For each record, you can see the activity date, quantity, amount, and related Product ID.
  10. Click Finish.
    You see the applied rebate types that the transactions are related to. You can also see a list of up to 20 transaction journal records that qualify for payout.