rebates

[Former Member]

hi guru's,

pls help out hw to delete a settled rebate agreement and hw to maintain scales in rebatesa. what is the exat use of scales in REBATE.

Regards

surya kp

[Former Member · Accepted solution]

Dear Surya

what is the exat use of scales in REBATE.

Rebate is a form of Discount offered based on Volume of Sales,nevertheless it can also be granted on Different basis based on the Business.

Let us take a Scenario where a Business has taken a decision to grant Rebates in the following way

For example purpose i am taking TON as unit of measure.

MONTHLY REBATES ie PERIOD IS MONTH.

From

1 -- TONS --- 20 Rs Rebate Per TON

1001 -- TONS --- 30 Rs Rebate Per TON.

2001 --- TONS onwards -- 40 Rs Rebate Per TON.

The Business has arrive at the volume of the sales at the end of the period say Month . Then based on the volume of the sales the business has to grant Rebates. Now assume the case that the Customer has Purchased around 1050 TONS from the business. Now the applicable Rebate for this customer is 1050 TONS * 30 Rs / TON = 31500 Rs.

The system would visit the scales set for the Rebate agreement and fetch the correct rebate amount.

Hope you got the point.

[Former Member · Accepted solution]

thank you sir,

and my requiment is i have to give rebate for the customer if he customer reach sales volume rs 100,000 (but not for single document). with in the validity period.

for ex

i maintain rebate agrement validity period from 01.02.2011 to 29.02.2011

1.so wher should i maintain that agrement value?

2.how to make final settlement

3.how to delete the agrement after final settlement

thank u

[Former Member · Accepted solution]

Hi,

Plaese go thru the following process to understand the rebates process in SAP.

Rebate agreemnts is based on agreement types.Conditon records which are created like B001 and B002 are linked to the rebate agreeements specifying the rebate rate + the accrual rates.condition records specify the rebate rate and the accrual rates.

Consider an example..

You decided to give a rebate of 3% to a customer whose sales vol is $1000 for a particular SO

Then the rebate value is $30..

Now when you make the rebate settlement by doiing the Credit memo and you decide to pay $27, then the accounting will be generated saying 27$ paid towards rebate and 3$ is the accrual which you owe to the customer

Procedure:

Rebate agreement: Transaction code: VB01

When you go to VB01, choose agreement type 0002 and then in conditions give

Material rebate

1 20

20 30

Now create a sales order with a material say M-11 for SOrg 1000 12 00 with QTY 6

Now check VB03 and see rebate agreemtent it will say Accruals 120 and payments 0

since your rebate is not settled still.

Rebate setllement

Go to VB02 enter ur sales deal no, and change the agreemetn status to B then enter Shift+F12 and enter the amount to be paid for example u say $80

Then check in rebate payments rebate doc and partial setllemetn since you have not paid in full.

View the credit memo request

Remove the Billing bloock Go to VA01 and put order type G2 ,,,go to create with ref and enter ur Sales order no,,,save the doc now...

Then go to VF01 and enter the credit memo reqst no generated...save the doc no and go to VF02 and say release to accounting

Now the final settlement will be this way

Accruals:120

Accrual reversed:80

Rebate pay:80

Amount payable:40

So the balance 40 is still the accrual

This is an example how a rebate will be processed with ref to a SO with an example.

Let me know your thoughts.

Thanks and Regards,

Satheesh Durgi

[Former Member · Accepted solution]

dear satheesh

thanks for ur detail explanation of REBATE processing.

And we r waiting for how to do FINAL SETTLEMENT without MANUAL PAYMENTS and how to delete REBATE agreement after final settlement.

thanks

SURYA

[Former Member · Accepted solution]

HOW TO MAKE FINAL SETTLEMENT :

For final settlement change the status of the rebate agreement to B - release for the settlement.

Now Final Settlement can be Done.

TO DELETE THE AGREEMENT :

Why do you want to delete the agreement .?

[Former Member · Accepted solution]

Hi Surya

After final settlement the status of the rebate becomes D which means the rebate is settled and so no deletion is necessary. The rebate would not be accrued into and would be marked as completed.

Thanks

Indranil

[Former Member · Accepted solution]

thanq indranil

[Former Member · Accepted solution]

Congrats

Edited by: Satheesh on Feb 1, 2011 6:52 PM

[Former Member · Accepted solution]

thaq very much for detail explanation

[Former Member]

Go Vbo2 change mode of rebate aggrements than delete the aggrement after final settlement hope u find solution