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Former Member

Customer Rebate

Hello GURU's,

I have to configure Rebate Based On Customer Sales. And I need Your help in Configuring this process. Here is the requirement:

1: Rebate is Based on Customer Sales. e.g. 2 Million in a 3 Months.

2: The agreement can start on any day e.g. 13.August.2009 to12th Nov.2009.

3: There are Hundreds of Material which a customer can Buy.

4: Rebate is agreeded & the accrual amount is fixed i.e. 3% and is not scale based.e.g. 3% Rebate if a sale of 2 Million in 3 months.

5: Settlements are done once when an agreement ends.i.e. Final Settlement.

6: Credit Note is issued to a customer.

If you have any questions kindly ask.I need the configuration steps for this process.

Regards,

Shahzad

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2 Answers

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    Former Member
    Oct 14, 2009 at 06:43 AM

    Dear Guru's,

    I just configured Customer Rebate procedure. I posted invoice to FI but its not possible as account determination error is giving. Account assignment analysis cannot be carried out for billing type F2. This happened after i edited the pricing procedure to incorporate rebate condition. The rebate condition is calculating accurately but when posting to FI the above mentioned error is coming. I have checked & maintained account determination and every thing is accurately maintained.

    Please help,

    Regards,

    shahzad

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    • Former Member Former Member

      Dear Guru,

      The user wants to give rebate as a fixed 2% on total sales valume and also 1% based on Monthly targets. i.e. 2% of billed value fixed per month & 1% of rebate if he crosses the 1 Million sales mark / month.

      Scenario 1: I will make a monthly rebate agreement. if i carry out final settlement at the end of the month, all the order's which were not billed while the rebate agreement was not settled, will be billed next month in the next months rebate agreement. users do not agree with this. e.g. 4 orders created in 1 month and only 3 were billed in the current month rebate agreement, while the last one was billed in the next month in another rebate agreement. Then that order should show in the next months rebate agreement which is not the case.

      Senario 2: If i have a yearly rebate agreement which has monthly target based rebate condition e.g. 1% of 1 Million sale per month, is that possible?

      Regards,

      Shahzad

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    Former Member
    Aug 20, 2009 at 06:41 AM

    These are the following configuration steps :-

    1. Activate the Rebate in Customer Master > Sales Area Data > Billing Document > Activate Rebate.

    2. Go to SPRO > IMG > SD > Billing > Rebate Processing > Activate Rebate Processing > Activate Rebate Processing for Sales Organization & Select Billing Documents for Rebate Processing.

    3. Add Condition Type B001,B002 & B003 ,Req as 24 , Account key & Accruals as ERB & ERU Respectively.

    4. Go to VBO1 > Agreement Type as 0002 if Material Rebate > Enter the Customer activated for Rebate in Rebate Recipient > Conditions > Enter the Sales Area ,Customer , Material & Amount .

    5. Go to VKOA and maintain the Account keys ERB & ERU as per the assignment maintained by you.

    Best Regards,

    Ankur

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    • Former Member Former Member
      3. Add Condition Type B001,B002 & B003 ,Req as 24 , Account key & 
      Accruals as ERB & ERU Respectively. (This activity has to be done to the 
      pricing procedure? It will be condition type BO03 as rebate is based on 
         customer. Do i have to make a condition record for it?

      Yo have to make a Condtion record for it in VBO1 with Agreement Type as 0003.Select the Sales Area & enter the Customer to whom you want to give the Rebate.

      Create the fresh Sales order & check.

      Best Regards,

      Ankur

      Edited by: Lakshmipathi on Oct 15, 2009 11:23 AM

      Coded sentence splitted into four lines to fit into the screen