Rebate agreement

[Former Member]

hi

This is the problem in rebate, afte order, delivery and invoice we need to create credit memo . I create a credit memo request(VA01) with reference to Billing but the system showing error " NO BILLING DOCUMENT IS ASSIGNED" please rectify

Note: I done all settings in rebate.

regards

murali

[Former Member]

first of all u that rebate relates partial rebate or manual rebate,

any how, order, delivery, billing posed to accounting payment is happened,

goto rebate agreements controls check payment data options selcelt that and u want to realse rebate option is b or c in realse status,

if done these settings, go vbo2 and there menu seetings extras check it there payment like that, if u give manual payment u have to type and continue

then it will activate, do partial or manual rebate,

if manual order type is R4,

partial order type is R3,

thanks

[Former Member]

hi,

What is credit memo request type u are using, if CR then it will not work.

Becoz while settling the rebate amount, the rebate credit memo req(B1) will egenerated automatically

regards,

Arun prasad

[Former Member]

hi

when i create a rebate credit memo using B1 the system showing that" NO CUSTOMER MASTER DATA IS EXIST" rectify

regards

murali

[Former Member]

Hi Murali

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

Reward if useful to u

Message was edited by:

narendran vajravelu