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Channel Revenue Management
Prepare Your Org for Rebate and Accrual Management Advanced

Prepare Your Org for Rebate and Accrual Management Advanced

Before you get started with Advanced Rebates and Accruals, configure your org with the required licenses, prepare your data records and set up required features.

Required Editions

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

Make sure your org is provisioned with these licenses.

  • RebateAndAccrualsManagementAdvancedAddOn
  • RebateAndAccrualMgmtAdvncdUserAddOn
  • GenieDataPlatformStarter
  • CdpDataSpaces (If more data spaces are needed)
Note
Note AccrualsAndPayoutEngine is included in the RebateAndAccrualsManagementAdvancedAddOn

Platform Add-on License: AccrualsAndPayoutEngine-1

Assign the necessary Data Processing Engine (DPE) permissions. For more information, see User Permissions for Data Processing Engine

Enable the Rebate and Accrual Management Advanced feature

 
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