cancel
Showing results for 
Search instead for 
Did you mean: 

Rebate Basis

Former Member
0 Kudos

Dear Friends,

In pricing procedures we get Rebate Basis.

1. What is Rebate Basis?

2. Why it is need?

3. I am using Rebate Agreement Type 0002. what will effects in pricing procedures.

Arun

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

Hi Friend,

Condition subtotal is the base of rebate condition which Controls whether and in which fields condition amounts or subtotals (for example, a customer discount or the cost of a material) are stored.

These condition amounts or subtotals are used as a starting point for further calculations. You may, for example, want a subtotal of all the discounts included in the pricing of a sales order.

Rebate Basis means the base amount which can be used to calculate the rebates. In other words u can say it is the step found in pricing procedure to calculate rebate from the material value - total discount value (Net value).

You can't see any effect in the sales order pricing screen. You can see the rebate amount in the invoice pricing screen with the rebate condition type (BO02) indicates some amt to be given as a rebate.

A report to Comparison of the Rebate Basis and Accrual Corrections:

Report RV15B002 enables you to compare the statistics for rebate settlements with the values from the billing documents. These values can differ if you you implement rebate processing retrospectively and want to take into account old billing documents. The report allows you to post a rebate correction request to correct the accruals.

Former Member
0 Kudos

Yes I got ure point would u tell me how i will see the Report.

Former Member
0 Kudos

Rebate Basis, Is working if i will use Agreement type 0002. if yes how it is working in Pricing procedures, if no why not it working and any other circumastance where regbate basis is not working.

Answers (2)

Answers (2)

Former Member
0 Kudos

Rebate is a retroactive discount given to the customer over a period of time.

Rebate Basis is the base amount which can be used to calculate the rebates. in other words u can say it is calcuated from the material value - total discount value (Net value).

Use

it can be used to calculate the rebate amount.

Effect:

u can't see any effect in the sales order pricing screen. u can see the rebate amount in the invoice pricing screen with the rebate condition type (BO02) indicates some amt to be given as a rebate.

Hope u understand now. any further clarifications, please let me know.

Reward points if it is useful.

Lakshmipathi
Active Contributor
0 Kudos

Dear Arun

A rebate agreement usually consists of a number of individual agreements in the form of condition records. A rebate agreement and the condition records it contains are uniquely identified by a rebate agreement number.

The rebate agreement includes general information and terms that apply to all the condition records it contains. For example, the method of payment and the rebate recipient you specify for a rebate agreement will apply to all the condition records you create within the agreement.

You can define the following data in a rebate agreement. This general data applies to all condition records that you create within the rebate agreement:

=> Validity period

=> Status (for example, whether the agreement is released for settlement)

=> Rebate recipient (the party who receives the credit memo)

=> Currency (default from the sales organization)

=> Method of payment (check, bank transfer, and so on)

The credit memo passes this information on to Financial Accounting.

Data Defined in a Condition Record

You can define the following data for each condition record in a rebate agreement:

=> Basis for the rebate (customer, customer/material, rebate group, and so on)

=> Validity period (the validity period for each condition record must be the same as or lie within the validity period of the rebate agreement)

=> Condition rate

=> Material for settlement

=> Accrual rate

=> Other control data, such as the pricing scale type

Some information in a condition record is automatically proposed by the system from corresponding condition types (BO01, BO02, and so on). In Customizing for Sales, your system administrator can specify, for example, that condition records for a certain condition type can only be based on percentage rebates.

Material for Settlement

You may have to create rebates that do not depend on a material, but instead, for example, on:

=> a customer

=> a customer hierarchy

=> a group of materials

You will then need to refer to a material for settlement. The system uses this material when you pay out the rebate.

In this case you need to create a special material master record for this material for settlement.

It does not matter which material type and material application type you use.

If you use the material type as a selection criteria for displaying lists, the material for settlement will appear in the list.

If you want to avoid this, you can create a special material type for the material type for the settlement material in SD Customizing.

You have to maintain the data in the material master record from the sales and accounting views.

It is advisable that you use a meaningful number and/or material text when you create the material for settlement, so that it will be easier to keep track of the rebates you pay out.

When you create the condition record within the rebate agreement, the system automatically asks you to enter the number of the material for settlement.

When you create a credit memo to settle the agreement, the material for settlement provides important material master data (such as account assignment and tax determination).

Rebate based on a customer

You can base a rebate on a customer.

Certain customers get a 1% rebate on all materials they buy from you.

Use agreement type 0003.

When you create a condition record, you must enter a settlement material.

Rebate Based on a Material

You can base a rebate on a material that the customer buys from you.

Use the following agreement types:

Agreement type Basis of rebate Example

0001 Percentage rate 1% of the order value

0002 Quantity dependent US$ 10.00 per piece

Rebate Based on a Customer Hierarchy

You can base a rebate on a customer hierarchy.

Certain customers get a 1% rebate on all materials they or their subsidiaries buy from you. The subsidiaries must be linked to the rebate recipient within a customer hierarchy.

Use agreement type 0004.

When you create a condition record, you must enter a settlement material.

.

Rebate Based on a Group of Materials

A rebate group consists of materials to which you want to apply the same rebate.

Your system administrator can define rebate groups in Customizing for Sales according to the needs of your own organization.

You can assign a material to a rebate group in the material master record:

=> View: Sales 2

=> Field: Rebate group

When you create a condition record, you must enter a settlement material.

Thanks

G. Lakshmipathi