Rebate

[Former Member]

Hi SAP Gurus,

1. how you settle the rebate instead of amount with material

2. how accruals calculated

3. what are the types of Rebate agreement

4. how the payments updated for payer in rebate to settle

[Former Member · Accepted solution]

Hi,

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 define the details of the rebate in a rebate agreement. In the agreement you specify, for example

who receives the rebate payment

on what criteria the rebate is based (customer, customer and material, and so on).how long the rebate agreement is valid

Within the rebate agreement you create separate condition records for each product the customer buys. These records specify the rebate amount or percentage for each product. You can also specify a pricing scale so that the customer can earn a better rebate by ordering more. Because rebates are always paid retroactively, the system keeps track of all billing documents (invoices, credit and debit memos) that are relevant for rebate processing. The system can, if you wish, automatically post accruals so that the accumulated value of a rebate is recorded for accounting purposes.

1. how you settle the rebate instead of amount with material

A rebate agreement is finally settled when you issue a

credit memo to the customer for the accumulated rebate total.

You can set up rebates at any level just like pricing.

3. what are the types of Rebate agreement

The following rebates have been set up in the standard version of the SAP R/3 system:

Rebate based on a material

Rebate based on a customer

Rebate based on a customer hierarchy

Rebate based on a group of materials

2. how accruals calculated

4. how the payments updated for payer in rebate to

settle

Based on the condition types Bo01 to Bo05 we assign the accrual account key ERU. We assing this acc key to a particular GL in VKOA and track the value and do settlements.

[Former Member]

1. You can use 0002 Agreement type uses Customer/material

(quantity dependent) and BO02condition type you can give material

2.Accurals calculated based on customer purchages in specific period

You can enter an accrual rate manually in each condition record. The accrual rate should reflect, as accurately as possible, the rate at which the rebate will be calculated at final settlement.

You may have to create rebates that do not depend on a material, but instead, for example, 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.

In this case you need to create a special material master record for this material for settlement.

It does not matter which material type and material application type you use.

If you use the material type as a selection criteria for displaying lists, the material for settlement will appear in the list.

If you want to avoid this, you can create a special material type for the material type for the settlement material in SD Customizing.

You have to maintain the data in the material master record from the sales and accounting views.

It is advisable that you use a meaningful number and/or material text when you create the material for settlement, so that it will be easier to keep track of the rebates you pay out.

When you create the condition record within the rebate agreement, the system automatically asks you to enter the number of the material for settlement.

When you create a credit memo to settle the agreement, the material for settlement provides important material master data (such as account assignment and tax determination).

Rebate based on a customer

You can base a rebate on a customer.

Certain customers get a 1% rebate on all materials they buy from you.

Use agreement type 0003.

When you create a condition record, you must enter a settlement material.

Rebate Based on a Material

You can base a rebate on a material that the customer buys from you.

Use the following agreement types:

Agreement type

Basis of rebate

Example

0001

Percentage rate

1% of the order value

0002

Quantity dependent

US$ 10.00 per piece

3.Rebate based on a material

Rebate based on a customer

Rebate based on a customer hierarchy

Rebate based on a group of materials

4.Based on payment history fieldt hat sholud activate in company code data in CMR

[Former Member]

hi

while defining the condition records u have to specify the material for settlement.

if u want to give rebate as a material u have to create rebate depends on a material

rebate agreement types

0001

0002

0003

0004

0005