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Learn About Rebate and Accrual Management Advanced
Understand the features of Rebate and Accrual Management Advanced. See the overall workflow for program management including the benefits of Data Cloud integration and the data model for Rebate and Accrual Management Advanced.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions that have Rebate and Accrual Management Advanced enabled. |
- Capabilities of Rebate and Accrual Management Advanced
Use Rebate and Accrual Management Advanced to automate the tracking of financial liabilities with a scalable and transparent accounting process. By processing high-volume transaction data, custom objects, and sales-related data leveraging Data Processing Engine (DPE) with Data Cloud, you can maintain an accurate view of your financial commitments. Set up and configure data processing engines to ensure your profit and loss reflects current rebate obligations. - Who Can Use Rebate and Accrual Management Advanced
Companies requiring end-to-end incentive management solutions for their partners, dealers, or distributors and those selling through indirect channels can use Rebate and Accrual Management Advanced to automate financial liability and rebate payout tracking. You can implement these capabilities across manufacturing, automotive, consumer goods, retail, hi-tech, and med-device industries. - Rebate and Accrual Management Advanced Workflow
Understand the end-to-end workflow, the Data Cloud integration, and the key decisions involved in each step. - Checklist to Run an Advanced Rebate Program
Review the high-level procedure to configure and manage financial liabilities for an advanced rebate program. Use the data processing engine to run an end-to-end accrual calculation process. - Rebate Configuration Checks
A configuration check reviews whether a rebate program is set up correctly. The check runs before program execution to catch setup errors early and ensure accurate calculations. - Rebate and Accrual Management Advanced Data Model
Learn about the objects in the Rebate and Accrual Management Advanced data model. - Data Lake Objects (DLOs) in Rebate and Accrual Management Advanced
The Accrual and Payout Engine uses 15 Data Lake Objects (DLOs) across four layers to move data from Salesforce Core through calculation and back. Understanding which layer a DLO belongs to helps you configure inputs correctly and troubleshoot calculation issues. - Key Roles in Rebate and Accrual Management Advanced
Rebate and Accrual Management Advanced users include admins, rebate program managers, partner users, key account managers, and the finance team. Admins set up and configure features. Rebate program managers design the rebate programs and their incentives based on requirements provided by sales and finance. Partner users are beneficiaries of rebate programs and enroll in programs to maximize their profits by gaining the best incentives. Key account managers craft incentives for their accounts within the sales process to increase revenue. The finance team tracks payments and approvals of payments and incentives, helps with audits, and maintains the book of business. - Key Terms in Rebate and Accrual Management Advanced
Review the list of key terms in the Rebate and Accrual Management Advanced with definitions and examples.
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