It will create automatically Rebate Request for Manual Accruals for entire eligible pending amount. Back ground automatically created we can check these details by using T-code: VA This is a good content.
Very good for beginners who like to know the basic configuration for enabling the rebate processing. I am able to see some screen shots while some of the screens in the beginning of the content are not visible. If you want check it and rectify, it will be better. Skip to Content. Krishna Kumar. March 29, 6 minute read. Rebate Processing Rebates: Rebate agreement is a special agreement granted to the customer on a specific volume of sales over a specific period of time.
Please give your valuable inputs. Regards, Krishna. Alert Moderator. Alerting is not available for unauthorized users. Assigned Tags. Similar Blog Posts. Related Questions. You must be Logged on to comment or reply to a post. Navaneetha Krishnan. Hi, This is a good content. Continue the good work. Regards S. Navaneetha krishnan. Like 0 Share. Right click and copy the link to share this comment. Enayet Hossain. Thank you. Good job! Vikal Kumar. The condition records that are created within this rebate agreement can be for the same or for different sales areas.
For example, your rebate payments are going to be made in sales area ,01, Figure 9: Entering a Rebate Agreement On the next screen Figure 10 , enter the description of the rebate, the rebate recipient, the currency in which the rebate payments are going to be made, the payment method, and the validity period of the agreement.
Here are some comments to the individual fields: The rebate recipient has to be a payer partner. As we can see later, the rebate recipient becomes the sold- to in the rebate settlement credit memos. The payment method defaults from the rebate agreement type configuration setting and can be overwritten here.
The same applies to the validity period. Since our sales department was as usual late to give us the agreement information, we need to back-date the start date to the first of the year. We assume that the rebate agreement is valid for the whole calendar year, but if you want to do it by fiscal year, just adjust the dates to your liking. Once all this data is entered, click on the button to create rebate condition records.
Page 12 www. Page 13 www. You are correct, these are the settings of our condition type group see Figure 7. Double click on the key combination for which you would like to create a record.
For this rebate agreement, we choose condition type BO03 with the customer key combination. Figure Available Condition Types in a Rebate Agreement You can see that the validity period for the condition record defaults from the validity period of the rebate agreement. As we defined in the agreement type, an attempt to change the validity period to one outside the agreement validity period would result in an error.
However, you can change the validity period to one within the range of the agreement period. For example, if you set up the agreement for the whole year and you pay out on a monthly basis with different amounts, it makes sense to create multiple condition records with monthly validity dates. It is important to remember, that the rate represents what you are going to pay to the customer, and the accrual is what you accrue over time on invoices.
This becomes very clear when you are using scales. Although you are able to maintain different rates based on different scale levels of sales achievements, you can only maintain one accrual rate. However, based on your accounting guidelines, you also might either over- or under-accrue. You also have the choice not to accrue at all for example, for a lump sum payment and can take out the accrual rate entry. However, if you are trying to create partial settlements and configured the agreement to not allow higher payments than what you accrued, you will have to create manual accruals in order to do so.
Page 14 www. Since a rebate settlement in SAP is reflected as a credit memo request, a material number is needed to generate the credit. Since the key combination we choose is by customer, we need to define a material of our choosing. For most of my clients, this always causes an issue with reporting, since the materials that are actually being accrued on cannot be easily tied to the material of the settlement. You will always have to choose a material if the material number is not part of your condition table.
In the latter case, the material number defaults as the settlement material. However, if you are done with all your rebate pricing maintenance, you can now save the rebate agreement.
At this point, I would like to give some insight on the number of condition records you create per rebate agreement.
It makes sense to distinguish multiple rebate agreements based on the type of rebate you want to give. For our example we will create three separate rebate agreements: One for all the items a customer purchases throughout the duration of the rebate, a second can be created for the performance based scale.
Page 15 www. It also improves performance since the system does not have to read every invoice line item every time.
Another common mistake I often see is that instead of creating new rebate agreements for example, yearly renewals , clients just extend the validity end date of the agreement. The problem with that scenario is that when you want to look online to see which invoice line items applied to the rebate, the system has to look back at two or more years worth of data. Get your mocha latte while the program is running.
When you come back, you will realize that you timed out of the transaction. Instead of increasing the validity period, it takes the same amount of time to create a new rebate agreement with reference by clicking the button see Figure 9. Figure Rebate Condition Record Detail Figure 14 shows you our condition record for condition type BO01 for which we wanted to set a sales goal.
Once we create the final settlement, all applicable sales will be accumulated and compared with the scale value. If the threshold is not met, nothing will be paid out, but all accrued values will be reversed.
NOTE: The scale levels are always only applicable to the condition record they were created for. Also, since SAP Release 4. Page 16 www. The service rendered date not the pricing date! Page 17 www. It is possible that the same rebate condition type applies several times, unlike regular pricing conditions.
This is also set up as a BO03 condition record. Page 18 www. The rebate agreement number to which the condition record belongs to is also shown in the rebates section of this screen see Figure It is also indicated if the condition is retroactive or not.
Items that show accruals of 0 are invoice line items that applied retroactively. Since the rebate agreement did not exist when they were created, no accrual could be made. You can drill down to an individual invoice by clicking the invoice number once. One annoying thing to note is that the month displayed is always the calendar month, even if you set up your condition records by your fiscal month.
This can lead to misinterpretation of the data. This issue was addressed with SAP, but the answer was that the system works as designed and that there are no plans for an enhancement. As mentioned above, it can happen that the system times out if you are trying to review the verification level online due to the large number of applicable invoice line items. Page 19 www. You need to decide, based on the number of rebate agreements you have, and their complexity, if this option makes sense.
For example, it makes sense to schedule regular payments for rebates where the customer gets a certain percentage for everything he buys. However, rebates that check scales or need manual calculations or adjustments should be handled manually. In this paper, I will explain how to create manual settlements.
Page 20 www. All condition records of this agreement are displayed in our example just one. If we would enter a higher amount, we would get an error.
Note that the amount you enter always defaults as a negative amount. Save your changes. Figure Partial Settlement Amount Screen An information message is displayed that a partial rebate settlement was created. NOTE: You cannot create a final settlement until all open settlement requests are posted to accounting.
The reason for that is the actual payments are updated in the rebate agreement only at accounting time, to determine what is left to pay. Page 21 www. You need to release the credit memo billing block before the request can be invoiced. Looking at the line item pricing screen see Figure 19 , you see that only the rebate condition type appears, although the same pricing procedure as the one on the invoice is used.
There are two entries. One is to actually credit the customer with the specified amount, the other one to reverse the accrual. Sign in. By signing up, you agree to our Terms of Use and Privacy Policy. Enter the email address associated with your account. We'll send a magic link to your inbox. Email Address. All Sign in options.
Enter a Email Address. Choose your interests Get the latest news, expert insights and market research, sent straight to your inbox. Newsletter Topics Select minimum 1 topic. Hope this helps. Suresh Kumar Posted March 27, 0 Comments. Regards, Suresh Kumar. Ken Thomson Posted March 27, 0 Comments.
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