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Channel Revenue Management
Create an Advanced Rebate Program

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Create an Advanced Rebate Program

Create a rebate program to offer incentives to your partners when they meet agreed-upon targets. Specify the details of the program such as its duration, accrual period frequency, and program description.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Rebate and Accrual Management Advanced enabled.
User Permissions Needed
To create a Rebate Program Rebate and Accrual Management Advanced Admin permission set
Note
Note Ensure that all required fields have been added to the Rebate Program page layout.
  1. From the App Launcher, find and select Rebate Programs.
  2. Click New.
  3. Provide values for the following fields.
    Field Description
    Name Name of the program.
    Status

    Status of the program.

    • Draft
    • Active
    • Inactive.

    A program is created in Draft status. To calculate payouts, set the program status to Active.
    Start Date Start date of the program. Transactions with an activity date before the start date aren't considered for accrual calculations.
    End Date End date of the program. Transactions with an activity date after the end date aren't considered for accrual calculations.
    Frequency

    Defines how often the actual payout calculations occur.

    • Monthly: Payouts are generated at the end of each month.
    • Quarterly: Payouts are generated at the end of each quarter.
    • Biannually: Payouts are generated every six months.
    • Annually: Payouts are generated at the end of a year.
    • Program Start and End Date: Payouts are generated at the end of the program duration.
    • Custom Periods: Payouts are generated based on the manual cadence defined by the user.

    This field is not applicable for accrual-only programs.
    Payout Calculation Days

    The number of days after the payout period's end date when the payout is settled. The application calculates payouts at regular intervals between the period's start date and payout calculation date. Calculations for a period stop on its payout calculation date.

    This field is not applicable for accrual-only programs.
    Transaction Grace Days

    The number of days beyond a period's end date until when members can submit transactions. The value must be less than the calculation days.

    This field is not applicable for accrual-only programs.
    Program Reference Number Optionally, specify a reference number. For a ship and debit program, members can submit claims against this reference number.
    Accrual Frequency

    The frequency for calculating accrual periods. Use this field if you want to run accrual calculations and payout schedules on different cycles.

    • Weekly: Accruals are generated at the end of each week.
    • Monthly: Accruals are generated at the end of each month.
    • Quarterly: Accruals are generated at the end of each quarter.
    • Biannually: Accruals are generated every six months.
    • Annually: Accruals are generated at the end of a year.
    • Program Start and End Date: Accruals are generated at the end of the program duration.
    • Custom Periods: Accruals are generated based on the manual cadence defined by the user.
    Execution Type Set the Execution Type to Advanced to create an Advanced Rebate Program.
    Link to Program Details Optionally, add a link to the program details and share it with members using the Experience Cloud site.
    Description Optionally, describe the program.
  4. Click Save.
Example
Example

A company creates a rebate program, New Partner Relationships Program, for their new partners. The program runs from January 1, 2026, to December 31, 2026, and accruals are calculated monthly. All eligible transactions in a month qualify for accruals. Five days after the end of each month, accruals are calculated for the previous month's transactions.

 
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