How to Calculate Retroactive rebates? Plz tell me the configuration steps for Retroactive Rebates
You can create RA for which the validity period start date lise in the past , the system takes into account all the rebate relevant billing documents that were created between the validity start and the date u created the RA . in addition to the credit memo request the system creates a correction sales doc type B2 automatically for this amount.
Create the rebate agreement in the usual way the system recognizes that the RA is retroactive.
1.You can create a rebate agreement for which the validity start date lies in the past. The system then takes into account all the rebate-relevant billing documents that were created between the validity start date and the date you created the rebate agreement.
2. partially settle a rebate agreement during its validity period. The amount to be paid can be limited in Customizing for Sales. Payments can be:
limited to the cumulative accruals of the condition record
limited to the amount that would be paid if final settlement were presently carried out
You carry out partial settlement by using the manual payment screen within rebate agreement processing. On this screen you can specify the amount to be paid for each condition record.
The system will automatically create a credit memo request for the amounts specified.
It will also reverse the accruals with the credit memo if the rebate agreement type is configured accordingly. If the payment exceeds the records accumulated accruals, the system will only reverse the accruals which are actually there.
The system gives you the opportunity to carry out additional partial settlements when previous partial settlements remain open in the form of credit memo requests or credit memos. The system always takes open documents into account when determining the maximum amount which you can pay.
When the system carries out final settlement for a rebate agreement, it takes all partial payments into account.
4. cotrol parmeters are you have to activate rebate in
1. sales org 2.billing tab in cmr 3. billing dicument controls
also refer below
You can create a rebate agreement for which the validity start date lies in the past. The system then takes into account all the rebate-relevant billing documents that were created between the validity start date and the date you created the rebate agreement.
You will encounter one of the following two cases when you wish to create a retroactive rebate agreement:
The necessary settings have been made in Customizing and in the relevant payer master record:
o The sales organization, and the relevant billing types have all been classified as relevant for rebate
o The pricing procedure has been defined to include the condition types for rebate processing.
o The relevant payers have been classified as relevant for rebate in the master record.
In this case, the rebate processing index is correct. This means that when the rebate agreement is settled, the system will find all billing documents relevant for the rebate agreement and can determine the sales volume on the basis of them.
For further information, see Creating a Retroactive Rebate Agreement when the Rebate Processing Agreement is Correct
The necessary settings have not been made in Customizing, and the payer for whom billing documents should be relevant for rebate has not been classified as relevant for rebate. In this case, the rebate processing is not correct. Therefore, when the rebate agreement is settled, the system will not be able to find all invoices relevant for the rebate agreement to determine the appropriate sales volume.
Settling Rebate Agreements in the Background Locate the document in its SAP Library structure
This procedure calls up the report RV15CO01.
To carry out final settlement as a background task:
1. In the
Billing screen select, Rebates ® Rebate settlement.
The Settlement of Rebate Agreements screen appears.
2. Enter your selection criteria.
Mark at least one field under the section Rebate settlement status.
3. Mark the Carry out final settl. or Carry out partial settl. field under the section Action to be Taken.
4. Choose Program
You can also use this procedure to list certain rebate agreements without actually carrying out final settlement.
In this case you only select Issue verification level as the action in step three.
Go to VB02 enter Agreement's no and select agreement and delete
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