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Data Processing Engine Templates with Channel Partner Inventory Tracking
Channel Partner Inventory Tracking has Data Processing Engine (DPE) templates that you can clone and customize. The templates help you to create partner unsold inventory records. Examples of processes are: converting sale and point of sale data into transaction journal records, validating price protection and ship-and-debit transactions, and calculating unsold inventory with partners.
Required Editions
For considerations related to manual adjustments and date alignment, see Create Adjustments Manually.
| Available in: Enterprise, Professional, and Unlimited Editions with the Channel Revenue Management add on |
Assign permission sets required to set up and use Channel Partner Inventory Tracking DPEs.
| Persona | permission set |
|---|---|
| Admin User | Use Data Processing Engine |
Channel Partner Inventory Tracking comes with these Data Processing Engine templates.
| Template | Purpose |
|---|---|
| Create Partner Unsold Inventory Records | Process approved transaction journals to create records for Partner Unsold Inventory and Partner Unsold Inventory Ledger objects. |
| Create Partner Unsold Inventory Records Based On Eligible Programs | Process approved transaction journal and related rebate program details to create records for Partner Unsold Inventory and Partner Unsold Inventory Ledger objects. |
| Upsert Partner Unsold Inventory Ledgers Using Transaction Journals | Creates and updates the partner unsold inventory ledger records from point of sale type transaction journals. |
Inventory Tracking using Data Processing Engines
Monitor the inventory levels of unsold products stored with partners to ensure that the inventory levels and financial incentives are accurately managed and updated.
- Upload and process the sale documents and create transaction journal records. See Create a Transaction Journal.
- Use the transaction journal records to create Partner Unsold Inventory (PUI) and Partner
Unsold Inventory Ledger (PUIL) records by running one of these DPE definitions:
- Create Partner Unsold Inventory Records: This DPE processes the transaction journal records and creates PUI records.
- Create Partner Unsold Inventory Records Based On Eligible Programs: This DPE checks
the eligibility of PUIs for rebate programs such as price protection and ship and
debit and creates PUI records.
If a unique rebate type is identified for a transaction journal, it is eligible for price protection or ship and debit programs, resulting in the calculation of the start and end dates of the program. The PUI records are then updated with this information, enabling you to ensure that financial incentives and discounts are only applied to actual sales.
See Create Partner Unsold Inventory Records.
- Credit ledger records are created for each PUI record to track the remaining quantity of inventory.
- Partners upload the point of sale documents in the Experience Cloud site that you
created. These documents contain data related to sales made by the partners. See Create Transaction Journals For Point of Sale Data.
Run the Upsert Partner Unsold Inventory Ledgers Using Transaction Journals DPE definition to create PUIL records from transaction journals. See Create Partner Unsold Inventory Ledger Records.
- The PUIL records are then adjusted against the PUI records, to get the current inventory information.
To ensure the DPEs run successfully for non-transit time scenarios, make the following manual updates.
| DPE NAME | NODE NAME | ACTION | FORMULAMAPPING |
|---|---|---|---|
| Create Partner Unsold Inventory Records Based On Eligible Programs | Calculate Rebate Program End Dates | Update formula: updatedLedgerStatus | |
| Create Partner Unsold Inventory Records | Formula Node | Add formula: updatedLedgerStatus | |
| Create Partner Unsold Inventory Records | Write Back Partner Unsold Inventory Ledger Records | Map source field to target |
|
- Manage Data Processing Engine Definitions for Channel Partner Inventory Tracking
Clone and use the data processing engine definitions for Channel Partner Inventory Tracking as-is, extend them to meet your business needs, or create definitions from scratch. To use a definition, you must activate it.
