on 09-05-2007 6:00 AM
Hi,
I am configuring Rebates. But in the billling iam getting the message in Analysis as Condition Record not found. I had done all the settings, but still iam getting this error?
I had taken separate Payer and activated him for rebates.But i am not geting the answer.
Plz let me know whether it is correct or not.
I had selected Customer Rebate.
In VBO2 In the Rebate Recipient as payer,
in the CONDITIONS i had given the customer i mentioned the Sold to party number.
Plz let me know whether this is correct or not?
Hi
Pls Refer the process below and check for each step
1. define a rebate agreement type
2. define a condition type group
3. define a condition type and place this condition
Type in the pricing procedure.(REQUIREMENT=24)
ALSO IN THE PROCEDURE- ACCRUAL KEY = ERU
YOU ALSO HAVE TO DO THE ACCOUNT DETERMINATION FOR REBATES.
Once you have defined all the 3 and assignment starts.
Assign the agreement type to the condition type group
Assign the cond type group to the condition type.
Condition technique is also used in rebates.
REBATE ACTIVATION- IN CUSTOMER MASTER, SALES ORGANISATION AND FOR THE BILLING DOCUMENT.
After having done this please proceed to maintain the condition record for the rebates (transaction code-vbo1)
Note: if you maintain the requirement coloumn with the requirement as 24 - the rebate will be affected in the billing document and if you dont give the requirement as 24 your rebate will be affected in the sales order.
The rebate process is completed when you have created a credit memo to the customer.
The document type for the partial settlement is R3.
Please make sure you open two screens SO THAT YOU CAN COMPARE THE NEW ENTRIES WHAT EVER YOU'RE DEFINING WITH THAT OF THE STANDARDS or first you try with the standard condition type boo1, boo2
boo3 boo4.
AFTER YOU HAVE FINISHED A COMPLETE SALES CYCLE OF CREATION ORDER , DELIVERY AND BILLING.
GO TO THE CONDITION RECORD IN CHANGE MODE (VB02) AND SETTLE THE ACCOUNT PARTIALLY.
I hope this will be of any help to you.
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dear keyur,
REBATES
Rebates are special kind of discounts that area paid to the customer on certain sales volume. Rebates are paid after rebate agreement period.
ex : one year the customer should purchase specified if he purchased that specified sales value then only to be rebates are going to be paid by raising credit memo.
Configuration Settings:
 Activate three controls
Check the rebate processing active at the time of defining sales organization
Activate check result at customer master pair
Activate check relevant for rebate whole defining to billing document type ex : F2
Including Condition Type, B002 with, subtotal =7, requirement = 24 and accounting key = ERB, Accrual Key = ERU, in V/08 B/N, Discount or after total discount value we have to put after discount value if we use rebate basis.
(Requirement 24 excludes rebate condition type during sales order processing and including during the billing process)
Create Rebate Agreements (VB01):
Path: Logistic S&D  Master Data  Rebate Agreement  Rebate Arrangement  VB01 Create
Specify Rebate Agreement ex: 0002 Material Rebate
Inter, Specify the description, Rebate Recipient (Customer Payer), Currency Validity Period
Agreement Status: Open & Verification levels
F- Do play totals by payer material
*Click on Conditions maintain Sales Trees, Customer number, Material Number, Validity Period, Amount.
*Select Condition line item, 40 to Scales maintain scales, save it.
*note down the Rebate Agreement Number.
 Define Rebate Agreement Type:
Path: Img  S&D  Billing  Rebate Processing  Rebate Agreement  Define Agreement type  Define Agreement types
Choose Rebate agreement 0002 go to Details icon and maintain data as below
*Default Values
 Proposed Valid from: Specify the beginning validity date which system automatically proposes. Ex: to days date
 Proposed valid to: the value of this field proposes how long this rebate condition record should remain in force. ex-2
 Payment method: The value of this field determined how the payment going to be made ex: cheque or cash etc.
->Default Status: It specifies Default status of the rebate agreement. The system automatically proposes when you create a rebate agreement. Ex: Open
Control Data:
 Verification level: ex F Display total by payer/material
It how the information should be displayed or printed out for a Rebate Agreement.
 Check different Validity periods
It specifies whether condition Records within Rebate Agreement must have exactly the same validity period as an agreement itself.
Manual Accruals order type R4 (B4):
Specify the sale doc type R4 when we perform manual posting of accruals for agreement.
Ex: when the ;business wants to put worth of certain amount of product as a front of store display then business pays 10000 then business has to post this 10000 as accruals, system automatically creates credit memo request of this document type(R4).
 Check Manual Accruals: Accruals this field if you want to post manual accruals for this agreement.
Manual Payment:
Payment Procedure: A Payment allowed up to accruals valid.
Specify the value, if you want to allow manual payment for a Rebate Agreement To indicator specifies the amount which can be paid by using this indicator we can limit the manual payment to be the amount of accruals posted for each Rebate condition records when normal payment is carried out creation of credit memo. When system carried out final settlement all partial payments are taken into account.
 Partial Settlement: R3 (B3)
Specify order type that should be used when we perform costing settlement for the Rebate Agreement. Ex: Customer wants partial Settlement for the Rebate Agreement, and then system uses this document type to settle the partial payment.
Note: That request must be approved before creating the credit memo.
Prerequisite: Make sure that in VOV8 R3 (B3) the Billing type field contains appropriate partial settlement value B3
Check Reverse Accruals
Check this field when we want accruals to be reversed when manual payment be made for Rebate Agreement.
Use: System reverses the Accruals for the amount for manual payment. I the Cumulative Accruals are not sufficient then the system Reverse the accrual amount to which that system.
Settlement: Final Settlement B1
Specify the Sales doc type that system uses as a default when final Settlement Takes places.
Correction: B2
Specify doc type B2 the System automatically uses to convert the Value. Ex: Sales Volume on which Rebates is based. If the business has to create a condition record with staring date that is in the past, then the system needs to adjust the sales revenue of the customer, then system has to take the invoice that were processed but the retroactive starting date of the condition record and the actual date on which we enter the Rebate Agreement.
Minimum Status: B Agreement released for settlement
It specifies the minimum status that Rebate Agreement must have before the settlement an be calculated by default it B
 Save it, and Exit
Activate Rebate Procedure infrastructure: (S136):
To update daily sales orders with synchronize updating.
Path Img  Logistic general  LIS  Logistics date warehousing  Updating  updating Control  Activate updates  S&D  S136
Double click on S136 and select Synchronous updating in pop up box
 Save it
 Double Click SD60, Select Day & with Synchronous updating in pop up box
 Save it
Go to OVA2 Assign sales document types B, B1, B2, R3, R4 to sales Area
Go to VA01, VL01N, VF01raise the sales order billing doc for 2 times and note down the document numbers.
VA01: Go to Price condition screen & check rebate condition type Boo2 has been activated or not.
Go to Change mode of the Rebate agreement (VB02). Note down the message as system unable to update sales volume in the Rebate agreement we have to run the program SDBONT06 in SE38 Transaction Code. Click on Execute(F8) maintain Selection screen like Rebate Agreement number Rebate Recipient number, Sales Area, & check to error, check drill out, uncheck test, check changed agreement, click on execute.
rewards pls
siva
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check in Tcode VOFA , for your particular billing document type you need to check Relevant for Rebate
Cheers
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hi
How to do rebate processing
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.
Also, please note that when rebates are created without dependent ona material but on customer/material you need to refer to a material for settlement.
Rebate Process with Ref. to SO: -
If I need to make a rebate for a customer what is the process involved.
I am providing some info on rebates, which I know.
Rebate agreements are based on agreement types. Conditon records which are created like B001 and B002 are linked to the rebate agreements 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 doing 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 S.Org 1000 12 00 with QTY 6
Now check VB03 and see rebate agreement it will say Accruals 120 and payments 0
since your rebate is not settled still.
Rebate settlement
Go to VB02 enter ur sales deal no, and change the agreement 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 settlement 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.
How to do a rebate agreement for specific customers with settings details?
1. Create a condition by copying a standard condition like BO03 in V/06
2. Assign this condition in the STD pricing procedure with acct key as ERB and accrual 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 should 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 agreement no. Click on verification 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 agreement and check the status it will show you D - Final settlement of agreement already carried out
How to do rebate processing
Rebates Processes in SAP is divided into three components
1) Configuring Rebates
2) Setting Up Rebates
3) Managing rebate agreements and payments
Pre-requisites- 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 Organization 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 creates 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 exclusion flag available for rebate related AS. This means multiple tables for an access sequence can be applied 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 procedure. 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 requirement 24, if u want to see rebates at order time.
Now payment of rebates:
Payments can be manual or in full settlement. When you do manual payments, it defines how much can be paid out during a partial settlement. You use partial settlement only when rebate agreement is defined for a full year but the payouts are supposed to happen on a monthly, quarterly or another specified period.
These accruals are based on sales volume and when they are posted billing is created int eh following 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.
Also, please note that when rebates are created without dependent ona material but on customer/material you need to refer to a material for settlement.
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