About rebate

[Former Member]

Hi,

when we execute rebate's final settlemnt, the system create a rebate credit correction, but the price of this document is always equal to 0, What is it?

Thanks

[Former Member]

What is your configuration?

"Normal" rebates or "extended" rebates?

"Normal" agreement or "periodic" agreement?

Are the credit memos automatically sent to FI or are they blocked (and then released)?

I have the same situation here (the final settlement always shows a net value of cero), the reason is that a B3E credit memo gives rebate credit to the customer beforehand, therefore the B1E closing document has nothing to credit!

I did the customizing and this is OK for the customer, but to speak the truth, I am not sure what is the cause, only that is standard functionality! (we use extended + periodic + blocked credit memo, so maybe the cause is one of these 3 factors, or a combination).

Regards,

Franck

[Former Member]

any idea?

[former_member217082]

Hi

This is because we assigned a requirement to the rebate condition type in our pricing procedure that is the reason we get only rebate price and we wort get any other prices

Regards

Srinath

[Manoj_Mahajan78]

Hi..

Check below -

REBATE AGREEMENTS:

A special discount paid retroactively to a customer once he reaches sales volume in a given period of time.

Structure:

You can define the following data in a rebate agreement:

• Validity period

• Status (whether the agreement is released for settlement)

• Rebate recipient (the party who receives the credit memo)

• Currency

• Method of payment (cheque, bank transfer etc)

Data Defined In Condition Records:

• Basis for rebate (customer, customer/ material, rebate group, etc)

• Validity period (the validity must lie with in the validity of rebate agreement)

• Cond rate

• Material for settlement

• Accrual rate

• Other control data, such as pricing scale type

Prerequisites for Rebate Processing:

• Sales orgn: must be relevant for rebate processing

• Payer: must be relevant for rebate processing

• Billing type: (invoice, credit memo etc) must be relevant for rebate processing

Material for Settlement:

You may have to create rebates that do not depend on a material, but instead, e.g. on:

• A Customer

• A Customer Hierarchy

• A Group of Materials

You will then need to refer to a material for settlement. The system uses this material when you pay out the rebate. It does not matter which material type & mat application type you use.

When you create the cond record with in the rebate agreement, the system automatically asks you to enter the no of material for settlement.

Rebate based on Group of Materials:

A rebate group consists of materials to which you want to apply the same rebate. You system administrator can define rebate group in Customizing for Sales according to the need o f the orgn.

You can assign a material to a rebate group in the MMR: view- Sales, field- Rebate Grp. When you create a cond record, you must enter a settlement material.

Rebate Agreement Types:

Agreement Type Basis for Rebate Cond Type

0001 Customer / Material % Rebate BO01

Customer / Rebate Group % Rebate BO01

0002 Customer / Material Quantity Dependent BO02

0003 Customer Percent rebate BO03

0004 Customer hierarchy Percent rebate BO04

Customer hierarchy / Material Percent rebate BO05

0005 Sales Volume Independent BO06

SPRO- IMG- SD- BILLING- REBATE PROCESSING:

• Define rebate agreements

• Condition type groups

o Define cond type groups

o Assign cond types to cond type groups

Maintain access sequence

Define condition types

Assign conditon types to conditon type groups

Maintain pricing procedure

o Assign condition type groups to rebate agreement types

• Activate rebate processing

o Select billing documents for rebate processing3

o Activate rebate processing for sales organisations

o Activate at customer level.

Define Agreement Types:

Copy & rename: 0002 & go to Details

• From

• To

• Reverse accruals: flag it on

• Manual Accrual Doc Type: Doc Type (R4) & Billing Doc Type: B4

• Verification level: payer, material

• Partial payment: Doc Type (R3) & Billing Doc Type: B3

• Rebate credit memo: Doc Type (R1) & Billing Doc Type: B1

Define Condition Type Groups:

Copy & rename: 0002. Give the same code as given to agreement type.

Assign Condition Type to Condition Type Group:

In this activity one needs to assign the cond type from the pricing procedure to the cond type group found on the rebate agreement type. The sequence no column represents the fields in the cond table that determines what the system is to use as the basis for rebate. In this e.g., 1 determines that the cond type should use the fields customer & material. The cond type group 0002 will use pricing cond type BO02. Before assigning cond type to cond type group, you have to create a cond type.

Cond Technique for rebate processing:

Create cond table

Maintain access sequence

Define cond type: BO02 is the cond type used in pricing, copy & rename.

Assign cond type to cond type group: BO02 to 0002

Maintain pricing procedure: assign cond type BO02 to pricing proc, after total discount & before freight. Assign Subtotal: 7, Account Key: ERB,

Accruals: ERU (keeping reserve money from customer money), &

Requirement: 24 (rebate will get affected in billing doc & not in sales doc)

The cond type BO02 must use cond class ‘C’- expense reimbursement.

The rebate procedure in BO02: indicates if the cond is dependent or independent of sales volume

The accruals correction proc indicates if accruals must be corrected when this cond type is accessed.

Assigning Cond Type Groups to Agreement Type:

Here you are presented with a list of agreement types as created in the system & you can assign the relevant cond type group

Activate Rebate Processing: at

• Sales orgn level: activate rebate processing for sales organisations

• Billing Document: select billing doc for rebate processing

• Customer: active rebate in CMD Sales Area Data, Billing Tab Page.

Billing Document Types

F2 Standard Invoice F1 Order Relate invoice

BV Cash Sale B1, B2, B3, B4 Rebate invoices

G2 Credit Memo L2 Debit Memo

S1 Invoice Cancellation S2 Cancel Credit Memo

IV Inter Company Sales

Create Rebate Agreements: VBO1

Easy Access- Logistics- SD- Master Data- Agreements- Rebate Agreements- Create

Agreement type: 0002 & press enter. In the over view screen fill the following details:

• Rebate recipient: payer no

• Currency

• Validity Period

• Agreement Status: open

• Then Go To Conditions Icon & Fill

• Material, Rebate Amount, Accruals & save

• Then create sales order, delivery, picking, goods issue & invoice

• After this in Go to Conditions (item).order to see rebate in sales order cycle Go to: VF01 You can check rebate in VF01 before saving or else you can also see in VF02.

Rebate Settlement: VBO2

Change the agreement status to ‘B’ (released for settlement), while we are creating rebate agreement it is open, hence change from open to ‘B’.

RebateRebate Payments Then, from main menu bar go to Using Payment Screen. You will come across a check box (flag it andSettlement save)

Rebate credit memo no will be generated (Doc Type: G2)

Go to VA02, give the rebate credit memo request no & remove billing block & save the document. Go to VF01 & create credit memo request (enter & save).

Regds

MM