rebates

[Former Member]

Hi all,

Kindly indicate what does "accrual field" mean while defining condition records for a rebate agreement??

Secondly, How can I define the same agreement for multiple customers at the same time. We have a scenario where our client gives the rebates on yearly sales to all its customers based on their regions. The number of customers is huge and it is not possible to define the agreements for all of them separately. Is there a way to do this at one go

[Former Member]

Hello Sulabh,

check this site:

http://www.sap-img.com/sap-sd/how-to-do-rebate-processing.htm

<b>**Reward if this is helpful**</b>

Regards

AK

[Former Member]

HI Sulabh,

In the 'accrual' field in the rebate agreement is the place where u mention the actual rate of discount in percentage that you wana offer to your customer.

And we can create the rebate for a customer hierarchy. But i am afraid it is not possible to create rebate agreement for no. of customers at a single go.

Regards,

prashant

[Former Member]

<b>Rebate Agreements</b>

A rebate is a special discount which is paid retroactively to a customer. This discount is based on the customer's sales volume over a specified time period.

You can process rebate agreements when the following prerequisite conditions are met:

sales org is relevant for rebate processing

payer (customer master record) is relevant for rebate processing

billing type (invoice, credit memo) is relevant for rebate processing

<b>Condition types for rebate agreements</b>:

BO01 – Customer/Material or Customer/Rebate group = % rebate

BO02 – Customer/Material = quantity dependent

BO03 – Customer = % rebate

BO04 - Customer hierarchy = % rebate

BO05 – Customer hierarchy/Material = % rebate

BO06 – Sales vol independent

<b>Creating Rebate Agreements</b>

Logistics &#61614; Sales and distribution &#61614; Master data

Agreements &#61614; Rebate agreement &#61614; Create

To create a condition record for a rebate agreement:

When creating or changing rebate agreements, you can create condition records by choosing Goto &#61614;&#61472;Conditions to get to the Agreement Overview screen.

Enter the data necessary to create a condition record (for example: customer and condition rate).

Choose ENTER.

If you do not enter a value for the accrual rate, the system automatically proposes the value you entered as the condition rate.

To create a pricing scale for a condition record, select the condition record and choose Scales.

To display or change details in a condition record, select the condition record and choose Details.

It is possible to see an overview of condition records that already exist in other rebate agreements and that have the same key combination (customer/material, customer/rebate group, and so on).

To view the list, select Validity periods.

You can set for each rebate agreement whether it is to be renewed automatically or not. Select Extras &#61614;&#61472;Rebate calendar &#61614;&#61472;Reactivate or Remove in the Change Rebate mode.

<b>Rebate Process with Ref. to SO</b>

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.

Regards,

Rajesh Banka

Reward points if helpful.