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Channel Revenue Management
Configure Advanced Rebate and Accrual Post-Processing - Source Generation DPE

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Configure Advanced Rebate and Accrual Post-Processing - Source Generation DPE

Write accrual calculation results back to Salesforce Core, aggregated by your custom dimension.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Rebate and Accrual Management Advanced enabled.
  1. Create New Field on Program Rebate Type Accrual Sources:
    1. Create a custom field for your anchor value (e.g., Region__c)
    2. This field will store the dimension value on each Accrual Source record
  2. Select Field as Input in Data Source Node:
    1. Open the Program Rebate Type Accrual Sources data source node
    2. Select your newly created anchor field
  3. Pass Through Join Node:
    1. Ensure the field flows through: Enrich with Rebate Type Accrual Reference Numbers
  4. Create AnchorString Formula:
    1. Add a formula field on the appropriate node
    2. Name it Anchor1String (or Anchor2String, Anchor3String)
    3. Formula: IF(CONTAINS({AggregationCriteria}, "Region__c")==true, {Anchor1}, "_") Replace "Region__c" with your field name as it appears in the Program Rebate Type, and {Anchor1} with the anchor field from the DLO.
      This formula returns the anchor value if configured, or "_" if not used.
  5. Update uniqueRefKey Formula:
    1. Navigate to: Build Unique Key for Existing Sources
    2. Locate the uniqueRefKey formula
    3. Add your AnchorString to the concatenation
      For example, Include {Anchor1String} in the CONCAT function
  6. Select Anchor1String Across Period Processing Nodes. Select the Anchor1String field in these six nodes:
    • Populate Rebate Type and Period Details
    • Combine Period Type and Output Data
    • Remove Unnecessary Fields
    • Add Latest Tier Information
    • Add Prior Period Totals
    • Add Current Period Totals
  7. Select Anchor1String for Both Sources:
    1. Navigate to: Combine Current and Prior Period Amounts
    2. This node has two input sources. Select Anchor1String from both sources
  8. Add Merge Period Formula:
    1. Navigate to: Merge Period values
    2. Create a formula field: IF(ISBLANK({AccruedAnchor1String}),{PriorAnchor1String},{AccruedAnchor1String} )
    This ensures the anchor value carries forward correctly when combining current and prior period data.
  9. Select Anchor1 Across Four Nodes.
    • Enrich with Program Member Details
    • Check for Existing Member Accruals
    • Check for Existing Rebate Type Accruals
    • Add Tier Values to Records
  10. Update UniqueRefKey on New Sources Node:
    1. Navigate to: Build Unique Key for New Sources
    2. Update the UniqueRefKey formula to include Anchor1: CONCAT({ProgramRebateTypeAccrualRef},"_",{MemberAccrualReferenceNumber},"_",{BenefitString},"_",{Member},"_",{Product},"_",{Anchor1})
    This ensures each unique combination of member, product, and custom dimension gets its own Accrual Source record.
  11. Select Anchor1 in Filter Node:
    1. Navigate to: Filter Unique Records For Sources Generation
    2. In the Match node configuration, select Anchor1 from this source
  12. Select Anchor from Other Source:
    1. In the same Match node, select Anchor1 from the other input source. This ensures matching occurs on the anchor dimension
  13. Create Calculate Accrual Source Fields Formula:
    1. Navigate to: Calculate Accrual Source Fields
    2. Create a formula for your anchor field: IF(ISBLANK({Id}),IF(({Anchor1String}=="_")==true,NULL,{Anchor1String}),{ExistingAnchor1})
      Logic: For new records: Uses the anchor value if configured, otherwise NULL. For existing records: Preserves the existing anchor value.
  14. Map Anchor1 in Writeback Node:
    1. Navigate to: Create or Update Accrual Source Details
    2. Map your calculated anchor field to the Anchor1 field on Program Rebate Type Accrual Sources.
    This writes the final aggregated results back to Salesforce Core
 
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