What's the next step after the rebate settlement running?

[Former Member]

I had created the final settlement for the some rebate settlements via vb(7,so what's the next step for it? Is it going to be routed to the financial side for the next amount payment?Please advise.

[sudhir_khetarpal · Accepted solution]

You need to create a rebate credit memo request "Standard Document Type B1". It is created automatically while settling rebates.

Just check if any sales document of type B1 has been generated? Go to VBO2 under menu 'Rebate Payments' you will see 'Credit Memo Request', if you are able to click on the Change/Request that would mean rebate credit memo request has been created.

If not change the Agreement status in control data to 'B' and click on execute settlement. In the next screen enter the amount for which you want to create rebate memo and save.

This would generate rebate credit memo request if all customizing is correct. Either case you will get a message.

Now this credit memo request needs to billed as a normal sales order and if all SD-FI integration settings are correct this would also completes your rebate process.

Sudhir

[former_member217082]

Hi

If you have created the final settlement for any rebate then a credit memo will be created for that customer and that credit memo has to be billed and then it has to be released to FI . So that the credit memo amount will reduce the customer outstanding amount also

Say for example if the customer outstanding is Rs1lakh & credit memo amount is Rs25000/-, then his outstanding amount will become Rs.75000/- only

Regards

Srinath

[Former Member]

Yes it made sense,and I had tried to execute the settlement and put some amount in the environment of SAP,and the status changed from B to C,and the final settlement had been generated as well as the credit memo as I guess? Which transaction to view the credit memo?

[Former Member]

Hi Klaas,

If your agreement is settled, then afterwards the credit memo request should be invoiced. The SD rebate billing document generates automatically the FI accounting document.

If you are using extended rebates, then the SD billing document is generated automatically (without the credit memo request).