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Channel Revenue Management
View Rebate Payouts Using ARC Graphs

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View Rebate Payouts Using ARC Graphs

Track rebate relationships by viewing or creating Actionable Relationship Center (ARC) graphs. View connections between transaction journals and member payouts, and add graphs to record pages for clear insights into data dependencies.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions that have Rebate Management enabled. Requires the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition, assigned to each user.
User Permissions Needed
To access Rebate ARC templates

Access Actionable Relationship Center

AND

Customize Application

With the out-of-the-box template, the Rebate Payouts and Payout Explainability graphs appear automatically. If you customize the templates to create new graphs, ‌add the graphs to the respective record pages.

View Connections

  1. From Transaction Journals to Rebate Program Member Payouts: On a Transaction Journal record page, click the Rebate Payouts tab.
  2. From Rebate Program Member Payouts to Transaction Journals: On a Rebate Program Member Payout record page, click the Payout Explainability tab.

Create a Rebate Payouts Overview Graph Using a Template

Use the Rebate Payouts Overview template in Actionable Relationship Center (ARC) to create a graph that shows how transaction journals contribute to rebate program member payouts and total rebate outcomes.

  1. From Setup, in the Quick Find box, enter Actionable Relationship Center, and then select Actionable Relationship Center within Feature Settings.
  2. Select New Relationship Graph.
  3. Select the Rebate Payouts Overview template.
  4. Enter a label. We suggest Rebate Payouts Overview. The developer name is auto-filled.
  5. Save your changes.

The ARC graph appears automatically on the respective record pages when using the out-of-the-box template. If you've customized the template to create a new graph, follow these steps to add the Rebate Payouts Overview graph to a Transaction Journal record page.

Add the Graph to a Transaction Journal Record

If you’ve customized the template to create a new graph, follow these steps to add and display the Rebate Payouts Overview Graph on a Transaction Journal record.

  1. Navigate to a Transaction Journal record page.
  2. Click Setup, and select Edit Page.
  3. From the component list, select ARC Relationship Graph and drag it onto the page.
  4. Enter a label. We suggest Rebate Payouts Overview.
  5. For graph name, select the graph you created.
  6. Save and activate the page.
  7. Verify that the graph displays correctly on the transaction journal record page.

Configure Rebate Payouts Tab Visibility

Display the Rebate Payouts tab only for transaction journals with Rebates as the usage type. This ensures the tab is visible for relevant transaction journals and hidden for others to minimize distractions.

  1. On the transaction journal record, click Setup and select Edit Page.
  2. Click the Rebate Payouts tab. The properties for this component appear in the right-hand sidebar.
  3. In the right-hand sidebar, locate the Set Component Visibility section, and click Add Filter.
  4. Create a filter with the following criteria:
    1. Field: Usage Type
    2. Operator: Equal
    3. Value: Rebates
  5. Click Done to apply the filter.
  6. Save your changes.

Create a Payout Explainability Overview Graph Using a Template

Use the Payout Explainability Overview template in Actionable Relationship Center (ARC) to create a graph that shows how individual member payouts are linked to the underlying transaction journals and aggregate calculations.

  1. From Setup, in the Quick Find box, enter Actionable Relationship Center, and then select Actionable Relationship Center within Feature Settings.
  2. Select New Relationship Graph.
  3. Select the Payout Explainability Overview template.
  4. Enter a label. We suggest Payout Explainability Overview. The developer name is auto-filled.
  5. Save your changes.

Add the Graph to a Rebate Program Member Payout Record

If you’ve customized the template to create a new graph, follow these steps to add and display the Payout Explainability Overview Graph on a Rebate Program Member Payout Record.

  1. Navigate to a Rebate Program Member Payout record page.
  2. Click Setup, and select Edit Page.
  3. From the component list, select ARC Relationship Graph and drag it onto the page.
  4. Enter a label. We suggest Payout Explainability Overview.
  5. For graph name, select the graph you created.
  6. Save and activate the page.
  7. Verify that the graph displays correctly on the rebate program member payout record page.
A Rebate Payouts Overview template in a transaction journal record.
 
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