rebate processes

[Former Member]

sap gurus

pls clarify me about rebate processes and final settlement and manual accurulswith examples.

[former_member204513 · Accepted solution]

Dear Siva,

Final settlement

Use

When you carry out final settlement of a rebate agreement, the system automatically

calculates the rebate based on the sales volume statistics or the lump sum

deducts any previously paid rebates

It then creates a credit memo request, and proposes the end date of the agreement validity period as the billing date.

The system also reverses any accruals that have been posted.

Depending on Customizing, when the system creates a credit memo request, the document is automatically blocked for billing. After approving the credit memo request, the person responsible can remove the billing block. You can then create the final credit memo.

When you want to search for credit memo requests during sales order processing, you can use the matchcode F "Credit memo request for rebate".

You can carry out final settlement of rebate agreements

automatically

Manually

as a background task (in batch)

Settling Single Rebate Agreements

You can carry out settlement directly from within a rebate agreement.

Before you save the rebate agreement you can still carry out changes to the credit memo request:

The credit memo request is only saved when you save the rebate agreement.

Carrying out Final Settlement as a Background Task

If the volume of your sales rebate processing is high, you can collectively process rebate settlements as a background task.

The following reports are available:

RV15C001

RV15C002

Your system administrator can use these reports to generate a list of rebate agreements, based on various selection criteria, such as rebate recipient, status of the agreement, and so on.

Background processing can then be carried out later. I.e., after the regular posting periods.

After a list is generated, the rebate agreements can be analyzed or processed for payment.

For more information about settling rebates as a background task, see your system administrator.

Working with Manual Accruals

Use

Posting accruals manually can be useful in different situations such as:

Lump sum payments

Accruals correction

You can control at which time and for which amount the accruals should be posted.

You can build accruals for a particular condition record or reverse them in part or in full.

When you save the rebate agreement, the system will automatically create a credit memo request. The system uses this document to create a credit memo. When the credit memo is released, the accruals are posted to FI.

If you have posted accruals manually, but these have not been passed on to financial accounting, the manual accruals and manual payments in the rebate agreement are blocked.

I hope it will help you,

Regards,

Murali.

[Former Member · Accepted solution]

thank u

i have one basic doubt

pls clarify

rebates should activate after particular time if minimum limit is reached

so where we maintain that limit

for example

with in three months if customer reaches 100000 than only rebate activate

where should i maintain that amount

pls give guidelines

regards

[former_member204513 · Accepted solution]

Dear Siva,

You can maintain the scales in Rebate agreement through VBO1 transaction.

In the VBO2 transaction enter the Rebate agreement then go to menu GO To>Over view of condition records>Then Scales or press F2.

You can give the % of rebate for the amount above 100,000.

I hope this will help you,

Regards,

Murali.

[Former Member · Accepted solution]

hi murali sorry 4 late reply

i tried that one but system not takes wt should i do

once again i tell my scenario for particular group of customers with in three months if thay saies more than 100000 rebate 10% should activate.

where i will i maintain that 100000/- amount

because <100000 sold customers rebates should not activate

explain with example

thanks in advance

regards

siva