Populate Transaction Data for Rebate Payout Calculations

To store all transaction records for member accounts, use the Transaction Journal object. If you need additional information such as account territory, invoice status, and product category for rebate processing, add custom fields to Transaction Journal.

To populate transaction records in journals for downstream rebate calculations, use any one of these methods.

• Convert Orders in your Salesforce org into Transaction Journal records. To convert orders into transaction journal records, clone and customize the predefined Insert Orders Into Journals data processing engine (DPE) definition. To use an object other than Order, change the data source from Order to the relevant object in the definition and then select the required fields in all applicable nodes. To regularly transfer records either from orders or from the custom object to Transaction Journal, schedule a flow at regular intervals to run the Insert Orders Into Journals definition.
• Populate supplier invoices and claims submitted by partners in Transaction Journal records as proof of transaction documents. Partners upload the documents as CSV files by using the Experience Cloud site. You can use the ProcessCSV API action to either transfer the records to a custom object or directly to Transaction Journal.
• Transfer data from external systems, such as Enterprise Resource Planning (ERP) solutions, to the Transaction Journal object by using either integration techniques or standard Salesforce methods such as Bulk API or Data Loader.