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            Advanced Rebate and Accrual Post-Processing - Source Generation

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            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.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions that have Rebate and Accrual Management Advanced enabled.

            For NovaTech, Revenue-Based, April 2026:

            Member Rebate Type Benefit Tier Qualifying Quantity Accrued Amount
            NovaTech Revenue-Based Tier 1 100 $2.00
            NovaTech Revenue-Based Tier 2 170 $2.10

            $2.00 + $2.10 = $4.10

            Program Rebate Type Accruals show one record per member per rebate type per period, aggregating all transactions.

            Member Program Rebate Type Accrual Period Accrued Amount
            NovaTech AMER Program Volume-Based April 2026 $510
            NovaTech AMER Program Revenue-Based April 2026 $4.10
            GlobalMed AMER Program Volume-Based April 2026 $510
            GlobalMed AMER Program Revenue-Based April 2026 $4.10
            Rayler APAC Program Volume-Based April 2026 $140
            Rayler APAC Program Revenue-Based April 2026 $1.40
            SunriseRetail APAC Program Volume-Based April 2026 $140
            SunriseRetail APAC Program Revenue-Based April 2026 $1.40

            Rebate Program Member Accruals show one record per member per period, summing all rebate types. The status is set to Calculation In Progress until the Status Update DPE runs.

            Member Program Accrual Period Accrued Amount Status
            NovaTech AMER Program April 2026 $514.10 Calculation In Progress
            GlobalMed AMER Program April 2026 $514.10 Calculation In Progress
            Rayler APAC Program April 2026 $141.40 Calculation In Progress
            SunriseRetail APAC Program April 2026 $141.40 Calculation In Progress

            NovaTech: $510 (Volume-Based) + $4.10 (Revenue-Based) = $514.10. Rayler: $140 (Volume-Based) + $1.40 (Revenue-Based) = $141.40

             
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