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Calculate Accruals with Data Processing Engine (DPE) Definitions (Example)
This example shows how the six DPE definitions on Data Cloud process transaction data and calculate accruals for members enrolled in two rebate programs with different aggregation criteria.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions that have Rebate and Accrual Management Advanced enabled. |
Transaction Journal Records
NovaTech, GlobalMed, Rayler, and SunriseRetail are distributors enrolled as members in two rebate programs active from April 1 through September 30, 2026. The programs use monthly accrual periods. Here are the Transaction Journal records for April 2026.
| Member | Program | Product | Quantity | Activity Date |
|---|---|---|---|---|
| NovaTech | AMER Program | Radius | 70 | Apr 1, 2026 |
| NovaTech | AMER Program | Spectra | 100 | Apr 9, 2026 |
| GlobalMed | AMER Program | Radius | 70 | Apr 1, 2026 |
| GlobalMed | AMER Program | Spectra | 100 | Apr 9, 2026 |
| Rayler | APAC Program | Radius | 70 | Apr 1, 2026 |
| Rayler | APAC Program | Spectra | 100 | Apr 9, 2026 |
| SunriseRetail | APAC Program | Radius | 70 | Apr 1, 2026 |
| SunriseRetail | APAC Program | Spectra | 100 | Apr 9, 2026 |
Rebate Program Rules
All four distributors are enrolled as members in two active rebate programs.
- AMER Program: Offers Volume-Based and Revenue-Based to NovaTech and GlobalMed. The program has 6 monthly accrual periods.
- APAC Program: Offers Volume-Based and Revenue-Based to Rayler and SunriseRetail. The program has 6 monthly accrual periods.
The program manager sets up the aggregation criteria for the rebate types. It sets how transactions are grouped by adding Program Rebate Type Aggregation Field records to each rebate type. Aggregating by any dimension beyond Member also requires a matching customization in the Pre-Processing DPE so the corresponding anchor is set.
| Rebate Type | Program | Aggregation Criteria | How It's Configured |
|---|---|---|---|
| Volume-Based | AMER Program | All products combined per member | One Aggregation Field record: aggregate field = Member |
| Revenue-Based | AMER Program | All products combined per member | One Aggregation Field record: aggregate field = Member |
| Volume-Based | APAC Program | Per product per member | Two Aggregation Field records (Member and Product), and Pre-Processing DPE customized to set the Product anchor |
| Revenue-Based | APAC Program | Per product per member | Two Aggregation Field records (Member and Product), and Pre-Processing DPE customized to set the Product anchor |
The AMER Program has these benefit tiers for both rebate types:
- Tier 1: Offers $2 per unit (Volume-Based) or a 2% accrual (Revenue-Based) when the combined product quantity for a member is between 0 and 100 units.
- Tier 2: Offers $3 per unit (Volume-Based) or a 3% accrual (Revenue-Based) when the combined product quantity for a member exceeds 100 units.
The APAC Program has these benefit tiers, applied separately for each product:
- Tier 1: Offers $2 per unit (Volume-Based) or a 2% accrual (Revenue-Based) when the quantity for a product is between 0 and 100 units.
- Tier 2: Offers $3 per unit (Volume-Based) or a 3% accrual (Revenue-Based) when the quantity for a product exceeds 100 units.
Note For all rebate types, the program manager selects Advanced as the Execution Type. The admin configures the six DPE definitions on Data Cloud to run sequentially when accrual calculation is triggered.
- Advanced Rebate and Accrual Pre-Processing - Rule Configuration
The Rule Configuration DPE reads the rebate type and benefit configuration and creates the reference records that the subsequent DPEs use. No accrual amounts are calculated at this stage. - Advanced Rebate and Accrual Pre-Processing - Data Preparation
The Data Preparation DPE combines the Rule Meta records from Rule Configuration DPE with the active member list and the April 2026 accrual period. For each member–rebate type–period combination, it creates a Rule Ingest record that defines the applicable date range and a Tier Ingest record for each benefit tier within that range. - Accrual and Payout Engine - Delta Calculation
The Delta Calculation DPE compares the current run's Rule Ingest and Tier Ingest records against records stored from the previous run. Records unchanged since the last run are marked Unmodified and not reprocessed. This prevents double-counting when the engine runs multiple times in the same period. - Accrual and Payout Engine - Rule Processing
The Rule Processing DPE reads the Tier Stage records from Delta Calculation DPE and calculates the accrual value for each transaction against each applicable tier. - Advanced Rebate and Accrual Post-Processing - Source Generation
The Source Generation DPE reads the calculated amounts from Rule Processing DPE and writes them into three Salesforce objects. Program Rebate Type Accrual Sources provide the most granular view — the accrued amount per benefit tier per member per period. For stepped rebate types, a separate record is created for each tier the member crossed. - Advanced Rebate and Accrual Post-Processing - Status Update
The Status Update DPE sets the Status field on each Rebate Program Member Accrual from Calculation In Progress to Calculated after all amounts are confirmed. The records are now available for review and approval in the Rebate Program Member Accruals list view.
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