update of billing documents before rebate settlement

[Former Member]

Hi

Why do we need to do update of billing documents in VBOF before we settle a rebate agreement. When I try to settle the rebate without doing this, I get the messege window saying ' the amount in rebate agreement is not current'.

Can somebody clarify on this and also how to go about updating in VBOF.

Regards

Mahesh

[Former Member · Accepted solution]

Mahesh,

Rebates are provided only at the invoice level. You need to activate the rebate condition records in the invoices through VBOF, where you have the options of choosing the documents which fall under the rebate validity period. Once you select the documents and execute the accruals are posted.

The rebate settlement can be done by going to transaction VBO2 (rebate agreement) where you can go for partial or full settlement which triggers a credit memo request when saved and then go to the change mode of the credit memo request-remove billing block and create credit memo.

Regards,

Prakash

[Former Member]

Rebates can be given to the customer once the billing is done. You cannot see the rebate condition types (ex: BO01) in the sales order level because of the Requirement (ex: 24 Only in Billing Documents) we mention in the Pricing Procedure of that condition type.

As far as your error is concerned, the error will be triggered only when the sales volume of that particular Rebate Agreement is not updated up to the current date. That means there are some billings documents existing which falls under the rebate agreement criteria but not updated in the sales volume of the rebate agreement

For this you can use the T.Code <b>VBOF</b> or use <b>SE38</b> and execute the program <b>SDBONT06</b>.

In the Update Billing Documents screen, mention the Agreement type and the posting date and execute. Then all the billing documents fall in the condition criteria and validity period will be updated and the sales volume of the agreement will be current.

If there are any documents which are not updated due to some error, will be displayed in the output screen otherwise “List contains no data” message will be displayed. Henceforth that error will not trigger.