Rebate Agreement

[Former Member]

Hi All,

I am looking for full process of rebate agreement right from creating agreement record (VBO1) to its settlement. Any document with proper sequential steps and screen shots will be highly appreciated.

Pls mail me at singhmohit81@gmail.com

Thanks in advance

[Former Member]

hi

Rebate Links:

Rebate Agreements: http://help.sap.com/erp2005_ehp_02/helpdata/en/dd/5611ad545a11d1a7020000e829fd11/frameset.htm

Types of Rebate: http://help.sap.com/erp2005_ehp_02/helpdata/en/dd/561222545a11d1a7020000e829fd11/frameset.htm

Displaying a List of Rebate Agreements : http://help.sap.com/erp2005_ehp_02/helpdata/en/dd/56134d545a11d1a7020000e829fd11/frameset.htm

Direct and Indirect Rebate Agreements: http://help.sap.com/erp2005_ehp_02/helpdata/en/9a/2679dea9f7694b9c8650f6aeb0e8cc/frameset.htm

Creating Rebate Agreements: http://help.sap.com/erp2005_ehp_02/helpdata/en/dd/56128a545a11d1a7020000e829fd11/frameset.htm

Deleting Rebate Agreements: http://help.sap.com/erp2005_ehp_02/helpdata/en/dd/5612be545a11d1a7020000e829fd11/frameset.htm

Settling Rebate Agreements: http://help.sap.com/erp2005_ehp_02/helpdata/en/dd/5612d8545a11d1a7020000e829fd11/frameset.htm

Surchage & Discounts: http://help.sap.com/erp2005_ehp_02/helpdata/en/dd/56171f545a11d1a7020000e829fd11/frameset.htm

Delivery Free of Charge:

http://help.sap.com/erp2005_ehp_02/helpdata/en/47/60ffe949f011d1894c0000e829fbbd/frameset.htm

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.

<u><i>Rebate Process with Ref. to SO</i></u>

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 settlement

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.

Reward if USeful

Thanx & regards..

Naren..

[Former Member]

Hi

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.

<a href="http://www.erpgenie.com/publications/saptips/052005.pdf.">Rebate Processing in SAP</a>

[Former Member]

Dear Mohit Singh,

Following explains how to crete a rebate agreement, test it using a sales order and billing it. Then settling it partially or fully using a rebate credit memo. Please use the basic procedure and tweak your IMG settings according to your unique requirements.

Rebate processing:

1. First requirement is that the rebate processing must be active for

a. the customer ( check in customer master) ,

b. for the billing type ( check in IMG > Billing > rebate processing > active rebate processing > select billing documents for rebate processing. )

c. For the sales organizatin:

( check in IMG > Billing> rebate processing > active rebate processing > Active rebate processing for sales org. )

2. Next create a rebate agreement For this ust T-code VB01. For the rebate agreement type you can choose either 0001

( group rebate ) or 0002 material rebate or 0003 ( customer rebate ) etc

b. Enter your rebate conditions. Dont forget to enter the accrual rate here.

3. Now test your rebate functionality : create a sales order for the particular customer, sales org ( ensure that the billing type used in your sales order is relevant for rebate) . Create outbound delivery, transfer order to do picking and post goods issue.

4. Now go to Tcode VB03 and check your rebate by choosing conditions , selecting the condition line and choosing payment data. You will see that the accruals and business volume are updated when accounting doc is created for billing.

5. Settling your rebates:

Once your rebates have been accrued you need to settle the rebate.

For this first release the rebate for settlement by using Tcode VB02. As a trial basis choose B ( you can choose other settings based on your requirement) and choose Create manual accrual. Now enter the amount to be paid and save the rebate agreement.

6. Next display your rebate agreement using Tcode VB03.

Enter your rebate agreement number . Next choose rebate payments > Rebate documents and select partial settlement. Click on the choose button to note down your credit request number.

7. Use Tcode VA02 and release the billing block for your credit request. ( use item overview tab)

8. Now use VF01 to create a rebate credit memo by entering the credit memo request number and save it

9. Now release the credit memo to accounting using vf02.

A small search on SDN SD forum will help you to answer your query.

I will suggest you to visit http://sap-img.com/sap-sd.htm. It will give you the overview of SAP SD module.

Moreover there is a separate section of FAQs with answers which will help you in great deal.

Hope this helps you.

Do award points if you found them useful.

Regards,

Rakesh

P.S. you can send me a mail at my mail id rakeshsinghchauhan@gmail.com for any specific details