business process&rebates

[Former Member]

sd folks,

plz provide documentation of business process in sd and rebates .

i've seen sap help.but i can't under stantd. how 2 configure in system.plz provide config material.

it's

msr

[Former Member]

Hi After creating the invoices, when you go to settlement the system will shows that sales volume is not current. for this go to the se38 ,give the programm name sdb0nto6.

and executive then system will update the sales volumes

[Former Member]

Hi,

A <b>Business Process</b> is nothing but a collection of related, structured activitiesa chain of eventsthat produce a specific service or product for a particular customer or customers. IN SAP SD its nothing but the process cycle from order to invoice according to a business req.

<b>Rebates:</b>

Rebates Processs in SAP is divided into three components

1) Configuring Rebates

2) Setting Up Rebates

3) Managing rebate agreeeements and payments

Pre-requsiistes- Check the following:

1.The payer partner needs toi have the rebate field checked in the customer master on the sales area-billing doc tab.

2.The Billing type must be marked as relevant for rebates.

3.The Sales Organisation must be marked as relevant for rebates.

I am providing some info on rebates which I know.

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.

-

---

In case of processing a rebate agreement for a specific customers with settings details follow the following steps:

1. Create a condition by copying a a standard condition like BO03 in V/06

2. Assign this condition in the std pricing procedure with acct key as ERB and accural key as ERU - V/08

3.Create a Rebate Agreement in VBO1 (It is O = Owl and not zero). No will be generated

choose 003 - Customer rebates, enter the customer code, the validity and check for the status shld be in Open, click on the conditions enter the percentage and accrual amount. You also can have scales in this. Also you need to maintain the material for the settlement

4. Create a sales order for that customer and check the rebate agreement.

5. You can see the rebate condition in the invoice only.

6. Once you have posted the invoices, then go to rebate agrrement no. clicl on verficayion and it will show the order details.

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

8. Credit memo request will b generated copy the no. and go to VA02, remove the blocks if any and create an invoice (credit memo).this will show u the accrual amount.

9. In both the invoice and the credit memo check the posting - accounting document it will show u the accrual as negative.

10. Again go to rebate aggreement and check the status it will show you D - Final settlement of agreement already carried out

If helpful do award points

Thanks

[Former Member]

Hi Sudarshan,

Can you please fwd me the document which Raj has provided you?

Thanks

Juhi

[Former Member]

hi,

give me u r mail id

[Former Member]

Link: http://help.sap.com/

Path: SAP Best Practices --> Baseline Packages --> Based on SAP ECC 5.00 --> Select Country: for eg, Localized for India --> Technical Information --> Building Blocks --> Select Country for eg, India --> List of Basic Configuration & scenarios will be listed.

Select the required basic configuration / scenario. These will consist of overview, configuration guide, business process, master data &so on ...........

Regards,

Rajesh Banka

Reward points if helpful.

[Former Member]

Hi,

Rebates Processs in SAP is divided into three components

1) Configuring Rebates

2) Setting Up Rebates

3) Managing rebate agreeeements and payments

Pre-requsiistes- Check the following:

1.The payer partner needs toi have the rebate field checked in the customer master on the sales area-billing doc tab.

2.The Billing type must be marked as relevant for rebates.

3.The Sales Organisation must be marked as relevant for rebates.

Condition Technique :

Rebates, use the condition technique, but distinguish themselves from pricing in applying to transactions over time, versus on a transaction basis. Rebates have their wn field catalog and their own condition table naming convention.So you could have two condition table "001" one for pricing and one for rebates, which could have different key fields. You need to use the technical names A001 For pricing and KOTe001 for rebates when you use the query type using transaction SE 16..

Use create access sequence (AS). Enter 1 in field category for rebate specific. AS after going thru the right path of maintaining access sequence for rebates.

The big difference between the rebate and the pricing access sequence is that there is no exclsuion flag available for rebate related AS. This means multiple tables for an access sequence can be aplied at the same time.

Rebate related condition types are identified by codnition class -C.

After defining and creating condition types for rebated include them in the pricing proceedure. The requirement should be 24 here which implies that the accruals are calculated on the basis of invoice/bill.

The other fields- alctyp and altcbv does not allow you to manipulate how a rebate is calculated. Also, remove the requiremnt 24, if u want to see reabtes at order time.

Now payment of rebates:

Payments can be maunal or in full settlement. When you do manual payments, it defines how much can be paid out during a partial settlemetn. You use partial settlement only when rebate agreement is defined for a full year but the paoyouts are supposed to happen on a monthly, quarterly or anyother specified period.

These accurals are based on sales volume and when they are posted billing is created int eh follwoing manner. Provision for accruals is debited and Sales revenue is credited. When rebate credit memo is created

Customer account/ is debited and

Accrual provision account is credited.

Reward points if useful.

Regards,

Amrish Purohit

[reazuddin_md]

Hi Reddy,

Provide ur mail id

will send rebate config steps.

[Former Member]

hi raj,

thanks for ur reply.

my mail id- sudharsan_sd@yahoo.co.in

[Former Member]

hi raj,

i am waiting for ur reply...

my mail id-- sudharsan_sd@yahoo.co.in

[reazuddin_md]

hi Reddy,

Check ur mail,

have sent Rebate proc Document.

*Reward Points

[Former Member]

Hi Raj,

Please send the document to me also .id-nagaraj.sun@gmail.com

Thanks in advance

Nagaraj

[Former Member]

<b>kindly send me rebate docs to chinnu922@gmail.com</b>

[Former Member]

HI Raju.,

Sent mail.,

Please go through

REWARD if helpfull

Thanks & Regards

Narayana

[Former Member]

Hi Raju.,

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&#61607;

Define&#61607; condition types

Assign conditon types to conditon type groups&#61607;

Maintain&#61607; 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).&#61614;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&#61472;&#61614;Rebate Payments &#61472;&#61614;Then, from main menu bar go to Using Payment Screen. You will come across a check box (flag it and&#61472;&#61614;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).

Retroactive Rebate Processing:

You can create rebate agreement for which the validity period start date lies in the past. The system takes in to account all the rebate relevant billing documents that were created between the validity start date & the date you created the rebate agreement. In addition to the credit memo request, the system creates a correction sales doc (type B2) automatically for this amount.

Create the rebate agreement in the usual way. The system recognizes that the rebate agreement is retroactive.

Deleting Rebate Agreements:

In the change rebate agreement (VBO2) screen, enter the no of the rebate agreement that you want to settle. And press enter

Select Delete’, the system prompts you to confirm the deletion.&#61614;‘Agreement

Press enter to delete the rebate agreement.

Result: the rebate agreement receives status ‘C’ (settlement created)

Automatically Renewing Rebate Agreements:

Your system administrator is responsible for defining in Customizing for agreement type a calendar for extending rebate agreements. You can set for each rebate agreement whether it is to be renewed automatically or Reactivate or Remove in the change rebate&#61472;&#61614; Rebate Calendar &#61614;not. Select Extras mode.

Renewing Rebate Agreements:

• Enter the screen rebate agreements: renewing: Logistics- SD- Master Data- Agreements- Rebate Agreement- Extend & Choose Enter

• The system issues a list of all rebate agreements which were renewed and which the system could not renew are listed in the log.

REWARD if helpull

Thanks & Regards

Narayana