cancel
Showing results for 
Search instead for 
Did you mean: 

How to activate rebate for a customer (BP) in R3?

Former Member
0 Kudos

Hi, I am new to SAP-SD. Please let me know how to activate rebate for a customer (BP) in R3?

Regards,

Manzu

Accepted Solutions (0)

Answers (2)

Answers (2)

Former Member
0 Kudos

hi,

plz go through following hope it will helps u.

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 ona material but on customer/material you need to refer to a material for settlement.

Regards,

Jaiprakash.P.T

Former Member
0 Kudos

Hi

Rebate agreement types

1 group rebate 0001

2 material rebate 0002

3 customer rebate 0003

4 hierarchy rebate 0004

5 independent of sales volume 0005

The rebate agreement has a separate condition record

Define rebate agreement types: vbc2

Valid from

Valid to

Payment method

Default status

Condition type group 0002

Verification levels :f

Manual accurals order type :r4

Configuration settings:

Pre-requestie:Activate Rebates in

1.def of sales org -OVB1

2.cust mast payer -xd02

3.def billing doc - OVB0

Process-

create rebate agreements:vb01

specify agreement type:0002

specify rebate rceipient (cust mast payer no)

specify validity period of agreement

specify agreement status

specify verification level:f

specify material no

select cond line item

click on scales and maintain the scales

save it and exit

goto v/08

choose ur pricing proc include the rebate cond type b002 in between the disc types

specify req type 24

assign erb as accountingkey eru as accurals

save it and exit

goto va01 – vl01n- vf01

select lineitem

goto item-itemconditions

check rebate condition type b002 has been activated /not

save it and exit

raise another va01-vl01n-vf01 note down all doc numbers

display the rebate agreement:

goto vb02

spcify the rebate agreement no

note down error

error:the sales vol for agreement no is not current

fb03 to see doc overview

exit

goto logistics

sales&dist

billing

rebates

update billing doc

in order to excute a report specify sdbont06 in se38

goto vb02

enter rebate agreement no

change agreement satus field as b

choose manual accurals(shift+f2)&enter amont tobe paid

save it&exit

notedown creditmemorequest automatically by going vb03

enter agreement no

choose rebate payment-rebatedoc-select partial settlement

click choose button&notedown the creditmemoreq no

now goto create creditmemo with ref to credit memo req

now release the credit memo to the accountng(ifitwasblocked)

logistics

sales&dist

billing

billing doc

change

enter billing doc no to release to accounting

now check accurals in rebate agreement by going to vb03

enter agreement no

choose conditions

select cond lineitem

choose paymentdetails

Rewards if it helps

Regards

Goutham