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            View Program Member Payout Details

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            View Program Member Payout Details

            After an admin configures the payout calculation schedule, payouts are calculated and created as Rebate Program Member Payout records. Rebate payouts are created in the Program Rebate Type Payout Source, Program Rebate Type Payout, and the Rebate Program Member Payout objects. Program managers can also view the payout details in the Member Payouts related list of Rebate Program Payout Period records.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions that have Rebate Management enabled.
            Rebate program member payout details

            The following objects get updated regularly each time the scheduled flow to calculate payouts run.

            • Program Rebate Type Payout Source: One payout source record is created for each aggregate row generated by the calculation definition. It shows the rebate amount and the tier applied for that aggregate.
            • Program Rebate Type Payout: Sums up all payout sources and provides a summary of rebate amount for each rebate type. For example, the volume rebate for a program member in Jan 2020 could be $1,000, and the growth rebate for the same member and period could be $20,00.
            • Rebate Program Member Payout: Displays the rebate amount for the member and period. For example, the rebate amount computed for a rebate program member in Jan 2020 could be $21,000.

            On the Payout tab of a Rebate Program Member record, find the following details:

            • Summary: Shows the total payout received by the account for all periods and all rebate types.
            • Summary by Rebate Type: Shows the total payout received by the account for all periods, for each rebate type.
            • One row for each payout period: Shows the total payout received by the account for each payout period.
            The Payout tab of a Program Member record showing the payout details by summary, type, and period.

            A Rebate Program Member Payout record can be in one of the following statuses.

            Status What Does It Mean? Adjustments Allowed?
            Calculation in Progress The values get updated each time the scheduled flow to calculate payouts from aggregate records run. Yes
            Calculated The final values are updated on the payout calculation date of a payout period. The payout period is closed on this date. You can either recalculate the payouts or process them for payment to the partners. Yes
            Under Review If your org uses standard approval processes to review payouts, the final payout is either submitted for approval through an automated process or manually changed to this status. Yes
            Approved When the payout amount is approved by the users in the approval queue, this status is updated. No
            Rejected When the payout amount is rejected by the users in the approval queue, this status is updated. No

            See Also

             
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