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Channel Revenue Management
Activate a Rebate Program

Activate a Rebate Program

Activate an advanced rebate program to start the calculation of accruals and payouts for the enrolled members. To activate a rebate program, ensure the associated rebate types, members, and benefit tiers are in Active status.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Rebate and Accrual Management Advanced enabled.
  1. Open the record of the rebate program that you want to activate.
  2. On the header of the rebate program, click Edit.
  3. Change the status from Draft to Active, and save your changes.

Optionally, use a Salesforce standard approval process to automate the status change to Active. For Advanced programs, this ensures that the finance team has reviewed the independent accrual and payout frequencies before the Data Cloud engine begins processing high-volume transactions.

 
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