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Channel Revenue Management
Clone a Rebate Program and Rebate Type

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Clone a Rebate Program and Rebate Type

Use the Clone and Clone with Related actions on Rebate Program and Program Rebate Type records to copy a record along with its related records. For Advanced Rebate programs, this allows you to quickly replicate independent accrual and payout configurations for new regions or periods.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Rebate and Accrual Management Advanced enabled.
User Permissions Needed
To clone a rebate program Rebate and Accrual Management Advanced Admin permission set
  1. From App Launcher search, enter Rebate Programs or Rebate Type, and then select Rebate Programs or Rebate Type.
  2. From the Quick Actions Menu, select one of these fields and values.
    Object clone clone with related
    Rebate Program Copy the Rebate Program record and its core settings, including the Execution Type.

    Copy the Rebate Program record with the option to copy related records:

    • Program Rebate Type
    • Rebate Program Accrual Period
    • Rebate Program Payout Period
    • Program Rebate Type Benefit
    Rebate Type Copy the Program Rebate Type record.

    Copy the Program Rebate Type record with the option to copy the following related records:

    • Program Rebate Type Benefit
    • Program Rebate Type Benefit Mapping
    • Program Rebate Type Filter
  3. Update the Start Date, End Date, and other details as required.
  4. For Advanced programs, ensure the Execution Type remains set to Advanced and the Source Matching Field is correctly mapped before saving.
  5. Click Save.
 
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