Rebate agrement

[Former Member]

Hi Gurus

I have problem in rebate process, When I go T.code VBo2 (Change rebate

agreement), The change rebate agreement is display but one

popup window displays the message

*THE SALES VOLUME FOR AGREEMENT DEOO1R118 IS NOT CURRENT *

**

Query

Why this popup window is desplays? Please explain?

Regards

Ashwath reddy

[Former Member]

If you create a rebate agreement retroactively(Jan 2007 - Dec 2007), the rebate conditions don't get updated in the billing documents that were created before Aug 2007..which will in turn make the statistical information in S060 and S136 incomplete...

in order to fix this, report SDBONT06 (or tcode vbof) must be executed to complete the statistics before you can settle the agreement...

if you working in a production evnt..then run the report in background job.

if you are working in non-production evnt..then use the tcode or report...it doesn't make any difference.

[Former Member]

hi

Try entering 'validity end date before' as the actual end date of the agreement. Also be sure you have accurately set the 'changed agreement' flag.

The message: "..the sales volume for agreement xxx is not current.." occurs when the system identifies that there is a difference between the invoices posted in your R/3 system and those that are recognized by the agreement. In order to correct this you should run the following transaction from the IMG: Compare Rebate Basis And Correct Accruals (Tcode: VOB3). This will result in an accruals correction document (sales order type) that you need to unblock (use VA02) and then process through billing VF01. Then hopefully afterwards your sales volume should be correct.

Try with Tcode VBOF it will solve your problem

[bcrao]

try update billing doc in easy access-sd-billing-rebate pro

[Former Member]

Rebate Agreements

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

Condition types for rebate agreements:

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

Creating Rebate Agreements

Logistics  Sales and distribution  Master data

Agreements  Rebate agreement  Create

To create a condition record for a rebate agreement:

When creating or changing rebate agreements, you can create condition records by choosing Goto 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 Rebate calendar Reactivate or Remove in the Change Rebate mode.

Rebate Process with Ref. to SO

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 suitable points.