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10/06/2016

HowtodorebateprocessingERPOperationsSCNWiki

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Howtodorebateprocessing
CreatedbyAnbusaravananSrinivasan,lastmodifiedbyJyotiPrakashonNov26,2012

Purpose
ThiswikipagewilldiscusshowtodorebateprocessinginSalesandDistribution.

Introduction
Itsaspecialdiscountthatisaccumulatedbasedonsalesvolumeovertheperiodandpaidretroactivelytothedesiredcustomer.
Itcanbebasedon:
Material
Customer
CustomerHierarchy
GroupofMaterials

Example
Say,youhaveagreementwithyourcustomer.ThatiftheygoforabusinessworthofRs.10Millionin1year.Thenyouwould
provideadiscountof3%ontotalsalesintheyear,whichwillbepaidtothemretroactivelyattheendofdecidedperiod.
Accordinglyyoucreate/updatesarebateagreement.Now,ifattheendoftheyearthecustomerDOESachievethetarget.Then
youofferthemwhateverisdecided.TherebatesarepassedontothecustomerintheformofCreditNotes.Therefore,rebates
aremoreorlessdiscountswhichareofferedtocustomers.Therebatesarebasedonthevolumeofthebusinessthecustomer
doeswithyouwithinaspecifiedtime.

ComponentsofRebateProcess
RebatesprocessinSAPisdividedintothreecomponents
1.ConfiguringRebates.
2.SettingUpRebates.
3.Managingrebateagreementsandpayments.

Prerequisites
Followingaretheprerequisitesforprocessingrebate.
1.

PayerCustomerMaster

Thepayerpartnerneedstoihavetherebatefieldcheckedin
thecustomermasteronthesalesareabillingdoctab.

2.

BillingDocumentType

Thebillingtypemustbemarkedasrelevantforrebates.

3.

SalesOrganisation

Thesalesorganisationmustbemarkedasrelevantforrebates.

Rebate&ConditionTechnique
Rebates,usetheconditiontechnique,butdistinguishthemselvesfrompricinginapplyingtotransactionsovertime,versusonatransactionbasis.
Condition

Rebateshavetheirownfieldcatalogandtheirownconditiontablenamingconvention.Soyoucouldhavetwoconditiontable"001"oneforpricingandoneforrebates,whichcouldhave

Table

differentkeyfields.

AdditionalInformation
YouneedtousethetechnicalnamesA001forpricingandKOTE001forrebateswhenyouusethequerytypeusingtransactionSE16orSE16N.

Access

Createaccesssequence(ASeq.).Enter1infieldcategoryforrebatespecific.ASeq.aftergoingthroughtherightpathofmaintainingASeqforrebates.

Sequence

ThebigdifferencebetweentherebateandthepricingaccesssequenceisthatthereisnoexclusionflagavailableforrebaterelatedASeq.Thismeansmultipletablesforanaccess
sequencecanbeappliedatthesametime.

Condition

RebaterelatedconditiontypesareidentifiedbyconditionclassC.

Type

Afterdefiningandcreatingconditiontypesforrebatedincludetheminthepricingprocedure.Therequirementshouldbe24herewhichimplythattheaccrualsarecalculatedonthe
basisofinvoice/bill.
TheotherfieldsAlctypandAltcbvdoesnotallowyoutomanipulatehowarebateiscalculated.Also,removetherequirement24,ifyouwanttoseerebatesatordertime.Thatmeans
withthisrequirementrebateaccruedvaluewillreflectoncebillingdocumentiscreated.

https://wiki.scn.sap.com/wiki/display/ERPLO/How+to+do+rebate+processing?original_fqdn=wiki.sdn.sap.com

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10/06/2016

HowtodorebateprocessingERPOperationsSCNWiki

PaymentofRebates
Paymentscanbedone
manually
infullsettlement
ontheaccruedamount.
Whenyoudomanualpayments,itdefineshowmuchcanbepaidoutduringapartialsettlement.Youusepartialsettlementonlywhenrebateagreementisdefinedforafullyearbutthepayoutsare
supposedtohappenonaspecifiedperiod,suchas,monthly,quarterlyoranyother.
Theseaccrualsarebasedonsalesvolumeandwhentheyarepostedbillingiscreatedinthefollowingmanner:
AccountEntries

Debit(Dr)

Credit(Cr)

Provisionforaccruals

100

toSalesRevenue

100

Whenrebatecreditmemoiscreated
AccountEntries

Debit(Dr)

Credit(Cr)

Customeraccount

100

toAccrualprovisionaccount

100

Therebatecanbegiventothecustomeratonetimeorininstallmentsalso.
Thisisbroadlytheoutlineoftherebateprocess.
Note:Irecomendyoutostudythetheorypartofwhyrebateandwhynotadiscount.
Thiswillhelpyouunderstandbetter.
MaybeIcanhelpyouwithrebateprocess.(INIMG)
1.definearebateagreementtype
2.defineaconditiontypegroup
3.defineaconditiontypeandplacethiscondition
Typeinthepricingprocedure.(REQUIREMENT=24)
ALSOINTHEPROCEDUREACCRUALKEY=ERU
YOUALSOHAVETODOTHEACCOUNTDETERMINATIONFORREBATES.
Onceyouhavedefinedallthe3andassignmentstarts.
Assigntheagreementtypetotheconditiontypegroup
Assignthecondtypegrouptotheconditiontype.
Conditiontechniqueisalsousedinrebates.
REBATEACTIVATIONINCUSTOMERMASTER,SALESORGANISATIONANDFORTHEBILLINGDOCUMENT.
Afterhavingdonethispleaseproceedtomaintaintheconditionrecordfortherebates(transactioncodevbo1)
Note:ifyoumaintaintherequirementcoloumnwiththerequirementas24therebatewillbeaffectedinthebillingdocumentandifyoudontgivetherequirementas24yourrebatewillbeaffectedinthe
salesorder.
Therebateprocessiscompletedwhenyouhavecreatedacreditmemotothecustomer.
ThedocumenttypeforthepartialsettlementisR3.
PleasemakesureyouopentwoscreensSOTHATYOUCANCOMPARETHENEWENTRIESWHATEVERYOU'REDEFININGWITHTHATOFTHESTANDARDSorfirstyoutrywiththestandard
conditiontypeboo1,boo2
boo3boo4.
AFTERYOUHAVEFINISHEDACOMPLETESALESCYCLEOFCREATIONORDER,DELIVERYANDBILLING.
GOTOTHECONDITIONRECORDINCHANGEMODE(VB02)ANDSETTLETHEACCOUNTPARTIALLY.
Inasimpleway,
1.FirstyouneedtocreateaRebateagreement.
2.Createconditionrecordforrebategivingtherebaterateandaccrualrate.
3.whentherebatereleventbillingdocisgenerated,therebateandaccrualsaredeterminedandpostedinaseperateGLaccountasanoteditemamounttobesettled.Alsoitgetscopiedintherebate
agreement.
4.createsettlementrunusingcreditmemorequestandthencreditmemotosettlethisamountwiththecustomer.

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