Hi,
pl go through this notes :
SPRO- IMG- SD- BILLING- REBATE PROCESSING:
• Define rebate agreements
• Condition type groups
o Define cond type groups
o Assign cond types to cond type groups
Maintain access sequence
Define condition types
Assign conditon types to conditon type groups
Maintain pricing procedure
o Assign condition type groups to rebate agreement types
• Activate rebate processing
o Select billing documents for rebate processing3
o Activate rebate processing for sales organisations
o Activate at customer level.
Define Agreement Types:
Copy & rename: 0002 & go to Details
• From
• To
• Reverse accruals: flag it on
• Manual Accrual Doc Type: Doc Type (R4) & Billing Doc Type: B4
• Verification level: payer, material
• Partial payment: Doc Type (R3) & Billing Doc Type: B3
• Rebate credit memo: Doc Type (R1) & Billing Doc Type: B1
Define Condition Type Groups:
Copy & rename: 0002. Give the same code as given to agreement type.
Assign Condition Type to Condition Type Group:
In this activity one needs to assign the cond type from the pricing procedure to the cond type group found on the rebate agreement type. The sequence no column represents the fields in the cond table that determines what the system is to use as the basis for rebate. In this e.g., 1 determines that the cond type should use the fields customer & material. The cond type group 0002 will use pricing cond type BO02. Before assigning cond type to cond type group, you have to create a cond type.
Cond Technique for rebate processing:
Create cond table
Maintain access sequence
Define cond type: BO02 is the cond type used in pricing, copy & rename.
Assign cond type to cond type group: BO02 to 0002
Maintain pricing procedure: assign cond type BO02 to pricing proc, after total discount & before freight. Assign Subtotal: 7, Account Key: ERB, Accruals: ERU (keeping reserve money from customer money), & Requirement: 24 (rebate will get affected in billing doc & not in sales doc)
The cond type BO02 must use cond class ‘C’- expense reimbursement.
The rebate procedure in BO02: indicates if the cond is dependent or independent of sales volume
The accruals correction proc indicates if accruals must be corrected when this cond type is accessed.
Assigning Cond Type Groups to Agreement Type:
Here you are presented with a list of agreement types as created in the system & you can assign the relevant cond type group
Activate Rebate Processing: at
• Sales orgn level: activate rebate processing for sales organisations
• Billing Document: select billing doc for rebate processing
• Customer: active rebate in CMD Sales Area Data, Billing Tab Page.
Billing Document Types
F2 Standard Invoice F1 Order Relate invoice
BV Cash Sale B1, B2, B3, B4 Rebate invoices
G2 Credit Memo L2 Debit Memo
S1 Invoice Cancellation S2 Cancel Credit Memo
IV Inter Company Sales
Create Rebate Agreements: VBO1
Easy Access- Logistics- SD- Master Data- Agreements- Rebate Agreements- Create
Agreement type: 0002 & press enter. In the over view screen fill the following details:
• Rebate recipient: payer no
• Currency
• Validity Period
• Agreement Status: open
• Then Go To Conditions Icon & Fill
• Material, Rebate Amount, Accruals & save
• Then create sales order, delivery, picking, goods issue & invoice
• After this in Go to Conditions (item).order to see rebate in sales order cycle Go to: VF01 You can check rebate in VF01 before saving or else you can also see in VF02.
Rebate Settlement: VBO2
Change the agreement status to ‘B’ (released for settlement), while we are creating rebate agreement it is open, hence change from open to ‘B’.
RebateRebate Payments Then, from main menu bar go to Using Payment Screen. You will come across a check box (flag it andSettlement save)
Rebate credit memo no will be generated (Doc Type: G2)
Go to VA02, give the rebate credit memo request no & remove billing block & save the document. Go to VF01 & create credit memo request (enter & save).
Retroactive Rebate Processing:
You can create rebate agreement for which the validity period start date lies in the past. The system takes in to account all the rebate relevant billing documents that were created between the validity start date & the date you created the rebate agreement. 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 rebate agreement is retroactive.
Deleting Rebate Agreements:
In the change rebate agreement (VBO2) screen, enter the no of the rebate agreement that you want to settle. And press enter
Select Delete’, the system prompts you to confirm the deletion.‘Agreement
Press enter to delete the rebate agreement.
Result: the rebate agreement receives status ‘C’ (settlement created)
Automatically Renewing Rebate Agreements:
Your system administrator is responsible for defining in Customizing for agreement type a calendar for extending rebate agreements. You can set for each rebate agreement whether it is to be renewed automatically or Reactivate or Remove in the change rebate Rebate Calendar not. Select Extras mode.
Renewing Rebate Agreements:
• Enter the screen rebate agreements: renewing: Logistics- SD- Master Data- Agreements- Rebate Agreement- Extend & Choose Enter
• The system issues a list of all rebate agreements which were renewed and which the system could not renew are listed in the log.
regards
sadhu kishore
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