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Key Terms in Stock Rotation Incentive
Review the key terms to understand the Stock Rotation Incentive process.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions that have Stock Rotation enabled |
| Term | Definition |
|---|---|
| Rebate Program | Defines structured incentive programs with a program type of Stock Rotation and a frequency of On Demand. |
| Rebate Program Member | Identifies the specific account enrolled in the stock rotation program for which an account ID is mandatory. |
| Program Rebate Type | A Program Rebate Type defines the specific incentive rules and calculation logic within a Rebate Program. It dictates how transaction data is filtered for eligibility, and mapped to benefit tiers to determine final payout amounts for program members. |
| Program Rebate Type Eligibility | A record that defines specific rules for a rotation, such as the Program Rebate Type, Price Type, Supported Quantity Percent, and Stock Rotation Method. |
| Budget | Represents the planned pool of funds set aside for incentive payouts, tracking the available financial capacity over a defined period to support stock rotation and other rebate program expenses. |
| Budget Allocation | Records that define the specific amount of funds allocated to a program member for stock rotation payouts. Along with StockRotation, Budget Management is allowlisted for Standard Rebates and other incentive programs. |
| Stock Rotation Execution | Tracks the execution of a stock rotation for a specific member, including the status, eligible amount from budget allocations, and execution timeframes within a stock rotation incentive program. |
| Stock Rotation Execution Line Item | Represents stock rotation execution line item with reference to individual inventory records, eligible quantity, claimable quantity, product, and price. |
| Partner Unsold Inventory (PUI) | The source record representing the partner's current stock, used to determine eligibility for rotation based on transaction dates and remaining quantities. |
| Stock Rotation Method | Specifies how the inventory is handled, either as a Return (physical return of goods) or Scrap (destruction of goods at the partner site). |
| Rebate Claim | The record generated upon execution that tracks the calculated credit amount and links to the financial payout process. |
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