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Channel Revenue Management
Rebate and Accrual Management Advanced

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Rebate and Accrual Management Advanced

Automate financial liability tracking and improve profit and loss accuracy by managing high-volume rebate accruals through Data Processing Engine (DPE) on Data Cloud. Companies that sell through indirect channels such as manufacturing, automotive, and consumer goods can use Rebate and Accrual Management Advanced to ensure that funds are reserved and forecasted correctly, even before the final payout settlement occurs.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Rebate and Accrual Management Advanced enabled.
  • 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.
  • Set Up Rebate and Accrual Management Advanced
    Set up features for Rebate and Accrual Management Advanced. Enable the required features in Setup. Assign users the necessary permission sets. Set up object access, deploying required data packages, and configure the required settings for Experience Cloud site.
  • Manage Accrual Calculations in Rebate and Accrual Management Advanced
    Clone and activate Data Processing Engine definitions to calculate accruals. Rebate and Accrual Management Advanced uses a coordinated sequence of six Data Processing Engine (DPE) definitions to move and calculate data between Salesforce Core and Data Cloud.
  • Create and Manage Advanced Rebate and Accruals Programs
    Learn how to define independent frequencies, manage member accruals, and perform adjustments.
  • Manage Accruals
    With Rebate and Accrual Management Advanced, you can calculate accruals rebate types independently. Program managers can view the accrual information for each member and each accrual period. Understand how accruals are calculated in the Advanced engine and analyze a use case that showcases how independent accrual calculations help manage finances.
 
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