Set Up Rebate Management and Associated Features

Rebate Orchestration Flow

Run this flow for end-to-end rebate calculations if your rebate programs and calculations don’t require a lot of customizations. The Rebate Orchestration Flow searches for DPE definitions with a Process Type of Rebates. It then triggers the calculation process to generate payout amounts. This flow includes the Run Rebate DPE Jobs, Run Rebate Payout Calculations, Calculate Rebate Amount, and Run Rebate Post Payout Actions flows.

Rebate Orchestration Flow 2

This is a simpler and more scalable version of the Rebate Orchestration Flow. This flow includes the Run Rebate DPE Jobs, Run Rebate Payout Calculations 2, Calculate Rebate Amount, and Run Rebate Post Payout Actions 2 flows.

Run Rebate DPE Jobs

This flow runs DPE definitions to aggregate data for payout calculations and generates records. Run this flow if you only want to use DPE definitions for rebates.

Run Rebate Payout Calculations

This flow calculates payout amounts from DPE definitions and batch jobs and creates or updates records in the relevant objects. Program managers can view payout amounts across the objects and check types, members, and so on. 

The payout amount is calculated whenever the Rebate Orchestration Flow runs. This gives you full visibility into the current payout amount before the final payout calculation date.

Run Rebate Payout Calculations 2

This flow only processes aggregate records that have changed since the last batch execution date.

Calculate Rebate Amount

Use this flow to manage multiple batch runs of standard batch jobs that process aggregate records and calculate the rebate amount.

Run Rebate Post Payout Actions

This flow triggers post-payout actions and closes the period on the calculation date.

Run Rebate Post Payout Actions 2

In addition to triggering post-payout actions, this flow updates the last calculation date of the rebate payout.

Aggregate by Member*

This DPE definition extracts data from rebate programs, filters transaction journal records by member, and aggregates the data accordingly. The aggregated amount by member for a specific payout period is created or inserted as a value in the Rebate Member Product Aggregate object. 

Aggregate by Member with Aggregate Item Details*

In addition to the transformations performed by the Aggregate by Member DPE, this DPE definition creates one record for each qualified transaction journal record in the Rebate Member Aggregate Item object. Use this definition to see how each qualified transaction contributes to the aggregated amount for a member.

Aggregate by Account*

If an account is a part of multiple rebate programs, use this DPE definition to aggregate eligible transactions for each rebate type in separate records. The transactions are aggregated at the account level, and not the member level, for each payout period.

Aggregate by Product and Member*

This DPE definition extracts data from rebate programs and filters transaction journal records to group data by member and product. In case you add more products or product categories while defining rebate program benefits, Aggregate by Product and Member takes care of that. 

Process Per Transaction Using Member*

If your payouts are calculated at every transaction or claim level, you can process each transaction record of a member and generate a payout amount for that transaction.

Account Hierarchy Member Aggregate Using Member*

If multiple accounts in a hierarchy are members of the same rebate program, you can aggregate the subaccount transactions at the parent-account level and generate a payout amount for the parent account.

Ship & Debit Program Aggregate Using Member*

In a ship-and-debit rebate program, enrolled members get special benefits if they sell to a preferred ship-to member. Use this DPE definition to validate the claim amount submitted by a member against the rebate program details such as the program reference number and ship-to account name. The eligible transactions are then aggregated to generate a payout amount. 

Year Over Year Growth Aggregate Using Member*

For growth-based rebates, this DPE definition looks for transaction records of members in the current payout period and compares the records with corresponding records of the same payout period in the previous year. It then aggregates the data to generate the total quantity and transaction value for the current period and the same period in the previous year.

Insert Orders to Journal with Member

This DPE definition filters all sales order records processed between the start and end date of an active rebate program. It then copies the order records into transaction journal records for payout calculations.

Rebate Calculations Post Processing

After the rebate calculations are completed using the Rebate Orchestration Flow 2, this DPE definition updates the last calculation date of the rebate payout and sets the payout status to Calculated. It also closes payout periods with payout calculation dates in the past.