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Channel Revenue Management
Create Rebate Types Using Program Rebate Type Records

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Create Rebate Types Using Program Rebate Type Records

Create and configure rebate types directly from a rebate program record to define incentive structures, eligibility criteria, and accrual calculation logic.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise, Unlimited, and Developer Editions that have Rebate and Accrual Management Advanced enabled.
User Permissions Needed
To create rebate types: Read and Edit access on Program Rebate Type
  1. From the App Launcher, find and select Rebate Programs.
  2. Select a rebate program.
  3. Click the Related tab.
  4. In the Program Rebate Types related list, click New.
  5. Enter the details. See Rebate Type Fields
  6. Save your changes.

After you create the rebate type, define the specific payout thresholds in the Benefits related list. See Create Benefits for a Rebate Type.

  • Common Rebate Type Configurations
    Use different rebate types to reward members based on sales volume, revenue targets, or growth.
  • Rebate Type Fields
    Review the fields in a Program Rebate Type record and understand how they work together to create an incentive structure. You can create a rebate type from the Related tab of a Rebate Program record.
 
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