need rebate processing steps

[Former Member]

hi im rao

can any one give me the steps of how to proess the rebates.

dvrao80@yahoo.co.in this is my mail id

plz help me

rao

[Former Member]

Rebate is special discount paid retroactively usually for a period of 1 year based on sales volume

Configuration settings are as under

A. SPRO->Sales & Distribution->Billing->Rebate Processing->Rebate Agreements->

Define Agreement Types Tcode : VB(2

Here you define Agreement Type , main fields are Manual Accruals Order Type, this is sales document type which will be used for Rebates, this is sales document type should have order related billing assigned to it,

If you want Manual Payments you can configure it, it will create Credit Memo Request, tick reverse accruals

Also Final Settelement Sales document type and config is here.

Once you do this or you can select any standard Agreement type

0001 Group Rebate

0002 Material Rebate

0003 Customer Rebate

0004 Hierarchy Rebate

0005 Indep. of Sales Vol.

Special Mention here is Condition Type Groups

define condition type groups (Tcode VB(3 )

then Assign Condition Types/Tables To Condition Type Groups (Tcode VB(4 ),

here condtion type and table is assigned to Condition Type Groups

Assign condition type groups to rebate agreement types (Tcode VB(5)

B Condition Technique For Rebate Processing

In Standard Pricing Procedure V/08, e.g. RVAA01 please note the condition type for Rebates,

BO01 Mat/Group Rebate

BO02 Material Rebate

BO03 Customer Rebate

BO04 Hierarchy Rebate

BO05 Hierarchy rebate/mat

Also note Account Keys ERB & ERU for Account key and Accrual Key

Also Note SubTotal Filed 7 - Rebate basis KONP-BONBA, this will be assigned to Total, generally this is net value for item

Also note Requirement type 24 Only in billing doc. is assigned all above condtion type so it appears in billing only

you can refer to condtion type in V/07 for condtion type BO01 to BO05 , special mention is of two fields

1.Rebate Procedure

Leave the field blank for condition types such as material rebates where the rebate payment is based on sales volume. Accruals are then posted automatically every time you process a billing document which is relevant for the rebate agreement. The accruals amount posted is determined by the accruals rate defined in the condition record.

Set the indicator 'A' for condition types such as lump sum payments where the rebate payment is based on promotional performance, for example, rather than sales volume. Accruals are then posted manually. You decide when accruals are to be posted and for which amount.

2. Rebate: Accruals correction procedure

Controls whether an accrual is reduced, or corrected, by the amount of the partial payment received.

Procedure

If you want the system to automatically correct accruals, leave this field blank. If you do not want to correct accruals, enter 'A'. Enter 'B' if you have entered an accrual manually and do not want the system to change it.

C. Account Determination For Rebates - It is as per standard account determination , please refer VKOA for ERB and ERU

D. Activate Rebate Processing

This is at Three levels billing document, sales org and payer , all three should be

rebate relevant.

1. Select billing documents for rebate processing (TCode : OVB0) , you should

not select Proforma Invoice for Rebate Processing...

2. Activate rebate processing for sales organizations (TCode : OVB1)

3. Payer in XD01/2, please tick check box Rebate in sales area data-billing tab

E Also note in Material Master MM01/2/3 Sales Org2 field Volume rebate group This is Group definition that can be used for rebate settlement. This field can be used in condtition records

Now the Configuration is done, We can maintatin necessary data for rebate agreement.

Go to SAP Menu, Logistics->Sales & Distribution->Master Data-> Agreements->Rebate Agreement-> Create (Tcode VBO1)

Select the agreement type and enter, you can give rebate receipient -you can use SP, SH or PY, but ensure Rebate check box should be activated

Now you can maintain Conditions by clicking the condition TAB,

you can maintain the condtions as you are maintaining in VK11,

If you are using Volume Rebate group(MM02) or other Customer/Material group for Rebate Configuration then you click on Material and click on details (Magnifying glass), you can give Matl f. settl enter material which will be used for account assignment and sales details will be taken from this material

Then create the sales order for the SP

Then go to VB02 and click on Sales Volume (Business Volume) and click on execute to create Credit Memo Request.Subsequently Credit Memo can be created with reference to this Credit Memo Request.

Reward points if useful

thanks and regards,,

Rahul

[Lakshmipathi]

Dear rao

check the link

[Rebate Processing|http://help.sap.com/saphelp_46c/helpdata/en/14/10c162ca8d11d396ac00a0c9306794/frameset.htm][New

Rebate Procedure|http://help.sap.com/saphelp_46c/helpdata/en/34/60b21fae724effe10000009b38f91f/frameset.htm]

thanks

G. Lakshmipathi

[Former Member]

hi,

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.

regards

sadhu kishore

[Former Member]

HI Rao

this is regards rebate process which you have asked for.

steps

1) in the cxustomer master sales area data billing tab you have to check relevant for rebate.

2) in the billing document type you have to check relevant for rebate.

3)when you define sales orgnisation you have to relavant for rebate.

4) define rebate agreement type 002

5)conddition technique.

condition table, acess sequence, condition type boo1 boo2, pricing procedure, here requirement is 24. accrual key eru.

here one thing hou do u take based on sales volume. or quantity what ever.

6) in ovaz assign sales are ato rebate order type.

7) go and maintain the condition record.vb01

😎 account determinination you have to do separetely.

now you create the sales order ,delivery, billing.then go to vbo2 change mode partial settle ment.

raise the credit memo with ref to billing document.

partially you have settled now.

i hope this will help.

thanks

suray