Regarding Rebate agreements

[former_member1318783]

Hi Guru's

Can u briefly explain me about Rebate agreements ,I have no idea and never worked on this.

Thanks in advance,

cherukuri

[Lakshmipathi]

Hi Cherukuri

Check the following link which will explain in detail the process of Rebate Agreements.

http://help.sap.com/saphelp_47x200/helpdata/en/dd/561249545a11d1a7020000e829fd11/frameset.htm

Thanks

G. Lakshmipathi

[Former Member]

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

http://www.sap-img.com/sap-sd/how-to-do-rebate-processing.htm

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

[Former Member]

Hi Cherukuri

REBATE PROCESS

Path: Sales and Distribution --- Billing --- Rebate Processing

Step: 1

Maintain Access Sequence in Pricing

Path: Img --- Sales & Distribution --- Basic Functions --- Pricing --- Pricing Controls --- Define Access Sequence --- Maintain Access Sequence.

B003 is the STD. access sequence for Customer Rebate.

Step: 1a

Click on the customer rebate and click the Accesses

Step: 1b

Then click on the Fields

Step: 2

Define Condition Type

Path: Path: Img --- Sales & Distribution --- Basic Functions --- Pricing --- Pricing Controls --- Define Condition Types --- Maintain Condition Type.

B003 is the STD. Condition Type for Customer Rebate

Step: 2A

Then Pick the Customer Rebate and Pick the Detail Button. And Maintain the Data’s.

Step: 3

Define Agreement Type

Path: Sales & Distribution --- Billing --- Rebate processing --- Rebate Agreements --- Define Agreement Types.

B003 is the STD. Agreement type for Rebate Processing.

Step: 4

Define Condition Type Groups.

Path: Path: Sales & Distribution --- Billing --- Rebate processing --- Condition Type Group --- Define Condition Type Groups.

Step: 4A

Assign Condition Types/Tables to Condition Type Groups

Path: Under the Same Menu path --- Assign Condition Types/Tables to Condition Type Groups.

Step: 4B

Assign condition type groups to rebate agreement types

Path: Under the Same Menu Path --- Assign condition type groups to rebate agreement types.

Step: 5

Create Condition Record.

T-Code: VBO1

Step: 5B

A screen will Pop-up Enter the Rebate Recipient.

Step: 5C

Then Click on the Condition.

Step: 5D

A screen will pop-up

Enter the Customer. & Enter the Percentage.

Then SAVE the condition record.

Step: 5E

Then a Screen will pop-up asking for Settlement Material. A screen will be displayed.

Enter the Settlement Material here.

Then SAVE the condition record.

Step: 5F

A message will pop-up as Customer Rebate for eg. 143 Created.

Step: 6

Go to Customer Master to Activate Rebate.

T-Code: XD02

In Sales Area Data in Billing Doc. Tab Activate Rebate.

IN Billing Document tab

Click on the Box and Activate the Rebate

Step: 7

Go to the Enterprise Structure

Activate Rebate in Sales Organization.

Path: Img --- Enterprise Structure --- Definition --- Sales & Distribution --- Define Copy, Delete, Check Sales Org.

Step: 7A

Pick on the sales org. AND PICK THE DETAIL BUTTON. A screen will pop-up

Click on Activate Rebate Pro. Active.

Step: 8

Activate Rebate in Billing Doc. F2. In define Billing Doc.

Click on the box and Activate Rebate.

Then create Sales order, delivery and Billing

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

[Former Member]

Hi

<b>Rebates</b>

First of all rebates are more or less discounts which are offered to customers. The rebates are based on the volume of the business the customer does with you within a specified time. for eg if the customer agrees for Rs.1 Crore worth of business with u in 1 year, then you activate your rebate process. if at the end of the year the customer DOES achieve the target u offer him say 2/3/4 % whatever is decided. The rebates are passed on to the customer in the form of Credit notes. The rebate can be given to the customer at one time or in installments also.

This is broadly the outline of the rebate process.

This will help you understand better.

May be I can help you with rebate process.(IN -IMG)

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 column with the requirement as 24 - the rebate will be affected in the billing document and if you don’t 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.

In a simple way,

1. First you need to create a Rebate agreement.

2. Create condition record for rebate giving the rebate rate and accrual rate.

3. when the rebate relevant billing doc is generated, the rebate and accruals are determined and

posted in a separate GL account as a noted item - amount to be settled. Also it gets copied in the rebate agreement.

4. create settlement run using credit memo request and then credit memo to settle this amount with the customer.

regards,

Arun prasad