Rebate Processing

[Former Member]

Hi Gurus,

Please provide me with the entire steps of Rebate Processing, right from Creation, Assignment and configuration using an Example,

Requesting for Comprehensive steps.

mail ID : kamal_mani@rediffmail.com

Thanx in advance..

Regs,

SDN Member

[Former Member]

hi

A rebate is a special discount which is paid retroactively to a customer. This discount is based on the customer's sales volume over a specific time period.

Next, follow shesagiri text. thats nice

regards

murali

[Former Member]

hi

also refer to the links below along with other explanations..

Rebate Agreements:

http://help.sap.com/erp2005_ehp_02/helpdata/en/dd/5611ad545a11d1a7020000e829fd11/frameset.htm

Types of Rebate:

http://help.sap.com/erp2005_ehp_02/helpdata/en/dd/561222545a11d1a7020000e829fd11/frameset.htm

Displaying a List of Rebate Agreements :

http://help.sap.com/erp2005_ehp_02/helpdata/en/dd/56134d545a11d1a7020000e829fd11/frameset.htm

Direct and Indirect Rebate Agreements:

http://help.sap.com/erp2005_ehp_02/helpdata/en/9a/2679dea9f7694b9c8650f6aeb0e8cc/frameset.htm

Creating Rebate Agreements:

http://help.sap.com/erp2005_ehp_02/helpdata/en/dd/56128a545a11d1a7020000e829fd11/frameset.htm

Deleting Rebate Agreements:

http://help.sap.com/erp2005_ehp_02/helpdata/en/dd/5612be545a11d1a7020000e829fd11/frameset.htm

Settling Rebate Agreements:

http://help.sap.com/erp2005_ehp_02/helpdata/en/dd/5612d8545a11d1a7020000e829fd11/frameset.htm

Surchage & Discounts:

http://help.sap.com/erp2005_ehp_02/helpdata/en/dd/56171f545a11d1a7020000e829fd11/frameset.htm

Delivery Free of Charge:

http://help.sap.com/erp2005_ehp_02/helpdata/en/47/60ffe949f011d1894c0000e829fbbd/frameset.htm

======

Creating Retroactive Rebate

http://help.sap.com/erp2005_ehp_02/helpdata/en/dd/5612cb545a11d1a7020000e829fd11/frameset.htm

Carrying Forward

http://help.sap.com/erp2005_ehp_02/helpdata/en/6e/53333b5f3ad646e10000000a114084/frameset.htm

Retroactive Agreements

http://help.sap.com/erp2005_ehp_02/helpdata/en/dd/56122f545a11d1a7020000e829fd11/frameset.htm

Listing Rebate Agreements

http://help.sap.com/erp2005_ehp_02/helpdata/en/dd/561340545a11d1a7020000e829fd11/frameset.htm

Reward if USeful

Thanx & regards

Naren..

[Former Member]

Hi NAND,

Rebate Agreements

A rebate is a special discount which is paid retroactively to a customer. This discount is based on the customer's sales volume over a specified time period.

You can process rebate agreements when the following prerequisite conditions are met:

sales org is relevant for rebate processing

payer (customer master record) is relevant for rebate processing

billing type (invoice, credit memo) is relevant for rebate processing

Condition types for rebate agreements:

BO01 – Customer/Material or Customer/Rebate group = % rebate

BO02 – Customer/Material = quantity dependent

BO03 – Customer = % rebate

BO04 - Customer hierarchy = % rebate

BO05 – Customer hierarchy/Material = % rebate

BO06 – Sales vol independent

Creating Rebate Agreements

Master data Sales and distribution Logistics

Create Rebate agreement Agreements

To create a condition record for a rebate agreement:

When creating or changing rebate agreements, you can create condition Conditions to get to the Agreement Overviewrecords by choosing Goto screen.

Enter the data necessary to create a condition record (for example: customer and condition rate).

Choose ENTER.

If you do not enter a value for the accrual rate, the system automatically proposes the value you entered as the condition rate.

To create a pricing scale for a condition record, select the condition record and choose Scales.

To display or change details in a condition record, select the condition record and choose Details.

It is possible to see an overview of condition records that already exist in other rebate agreements and that have the same key combination (customer/material, customer/rebate group, and so on).

To view the list, select Validity periods.

You can set for each rebate agreement whether it is to be renewed Reactivate orRebate calendar automatically or not. Select Extras Remove in the Change Rebate mode.

Rebate Process with Ref. to SO

Rebate agreements is based on agreement types.Conditon records which are created like B001 and B002 are linked to the rebate agreements specifying the rebate rate + the accrual rates. Condition records specify the rebate rate and the accrual rates.

Consider an example..

You decided to give a rebate of 3% to a customer whose sales vol is $1000 for a particular SO

Then the rebate value is $30..

Now when you make the rebate settlement by doing the Credit memo and you decide to pay $27, then the accounting will be generated saying 27$ paid towards rebate and 3$ is the accrual which you owe to the customer

Procedure:

Rebate agreement: Transaction code: VB01

When you go to VB01, choose agreement type 0002 and then in conditions give

Material rebate

1 20

20 30

Now create a sales order with a material say M-11 for SOrg 1000 12 00 with QTY 6

Now check VB03 and see rebate agreement it will say Accruals 120 and payments 0

since your rebate is not settled still.

Rebate settlement

Go to VB02 enter ur sales deal no, and change the agreement status to B then enter Shift+F12 and enter the amount to be paid for example u say $80

Then check in rebate payments rebate doc and partial settlement since you have not paid in full.

View the credit memo request

Remove the Billing block Go to VA01 and put order type G2 ,,,go to create with ref and enter ur Sales order no,,,save the doc now...

Then go to VF01 and enter the credit memo reqst no generated...save the doc no and go to VF02 and say release to accounting

Now the final settlement will be this way

Accruals:120

Accrual reversed:80

Rebate pay:80

Amount payable:40

So the balance 40 is still the accrual

Please Reward If Really Helpful,

Thanks and Regards,

Sateesh.Kandula

[Former Member]

Hi

Refer below

Rebates Processs in SAP is divided into three components

1) Configuring Rebates

2) Setting Up Rebates

3) Managing rebate agreeeements and payments

Pre-requsiistes- Check the following:

1.The payer partner needs toi have the rebate field checked in the customer master on the sales area-billing doc tab.

2.The Billing type must be marked as relevant for rebates.

3.The Sales Organisation must be marked as relevant for rebates.

Condition Technique :

Rebates, use the condition technique, but distinguish themselves from pricing in applying to transactions over time, versus on a transaction basis. Rebates have their wn field catalog and their own condition table naming convention.So you could have two condition table "001" one for pricing and one for rebates, which could have different key fields. You need to use the technical names A001 For pricing and KOTe001 for rebates when you use the query type using transaction SE 16..

Use create access sequence (AS). Enter 1 in field category for rebate specific. AS after going thru the right path of maintaining access sequence for rebates.

The big difference between the rebate and the pricing access sequence is that there is no exclsuion flag available for rebate related AS. This means multiple tables for an access sequence can be aplied at the same time.

Rebate related condition types are identified by codnition class -C.

After defining and creating condition types for rebated include them in the pricing proceedure. The requirement should be 24 here which implies that the accruals are calculated on the basis of invoice/bill.

The other fields- alctyp and altcbv does not allow you to manipulate how a rebate is calculated. Also, remove the requiremnt 24, if u want to see reabtes at order time.

Now payment of rebates:

Payments can be maunal or in full settlement. When you do manual payments, it defines how much can be paid out during a partial settlemetn. You use partial settlement only when rebate agreement is defined for a full year but the paoyouts are supposed to happen on a monthly, quarterly or anyother specified period.

These accurals are based on sales volume and when they are posted billing is created int eh follwoing manner. Provision for accruals is debited and Sales revenue is credited. When rebate credit memo is created

Customer account/ is debited and

Accrual provision account is credited.

Also, please note that when rebates are created without dependent on a material but on customer/material you need to refer to a material for settlement.

<b> Refer the link below Pls do not use emails to exchange information </b>

<a href="http://www.erpgenie.com/publications/saptips/052005.pdf">Rebate Processing in SAP</a>

Message was edited by:

SHESAGIRI.G

[Former Member]

Hi Vimal,

Mail sent.

Reward points if it helps.

Rgds

Bidhu

[Former Member]

Dear Bidhubhushan,

Can u pls forward the document to me also,

My mail id is jsm_srikanth@yahoo.co.in

Reward points will be given to u

Thanks in advance

Regards

Srikanth