Rebate Management

Scenario Overview
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Creating Creating
Settling
Rebate Customer
Rebate
Agreement Invoices

Scenario Scenario Description Open Legend

Explorer The Rebate Management business scenario enables you to create rebate agreement and schedule settlement of rebates. The rebate
agreement which is released, is applied on the customer invoices created for the combination of account and product specified in the
agreement. During settlement, the system generates rebate credit memo for the rebate payment amount, which is calculated based on the
Scenario/Processes conditions in rebate agreement and the sales volume.

Business Value

Scenario Flow

Further Information
The following business roles are involved in this scenario:

Sales
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 Rebate Management
Scenario Overview
Click process
chevrons for details

Creating Creating
Settling
Rebate Customer
Rebate
Agreement Invoices

Scenario Legend Open

CloseLegend
Legend
Scenario Description
Explorer The Rebate Management business scenario enables you to create rebate agreement and schedule settlement of rebates. The rebate
agreement which is released, is applied on the customer invoices created for the combination of accountProcess
and product
mainly specified in the
driven by the user
agreement. During settlement, the system generates rebate credit memo for the rebate payment amount, which is calculated based on the
Scenario/Processes conditions in rebate agreement and the sales volume. Process mainly driven by the system

Process running in an external system

Business Value Manual process not supported by the
system
Scenario Flow Process that communicates with third-
party software (mouse-over for details)
Further Information
The following business roles are involved in this scenario: Process with relevance to Financials

Related scenario
Sales
Info button
<Role Name> with more information
<Role Name>
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 Rebate Management
Process Details: Creating Rebate Agreement
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Creating Rebate Agreement

X X
Create Release Activate
Rebate Rebate Rebate Creating
Settling
Agreement Agreement Agreement Customer
Rebate
Invoices

Scenario Process Description

Explorer The Creating Rebate Agreement business process enables you to create a rebate
agreement, where you specify the account, product, accrual rate and the rebate settlement
Performed by
rate. You have to release the rebate agreement if you want it to be applied on the invoices
Sales Manager
Scenario/Processes created for the combination of account and product mentioned in the agreement. You must
activate the released agreement to be able to schedule the rebate settlement.

Business Value In the Work Center(s)

Rebate Management

Scenario Flow

Further Information

© © 2012 SAP AG. All rights reserved.

 Rebate Management
Process Details: Creating Customer Invoices
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Creating Customer Invoices X X

Creating Create
Post Settling
Rebate Customer
Accruals Rebate
Agreement Invoice

Scenario Process Description

Explorer In Creating Customer Invoices business process, the system posts the accruals in
accounting when you release a rebate-relevant customer invoice. The system posts accruals
Performed by
only when there is a valid rebate agreement for a particular business transaction. The main
Sales Representative
Scenario/Processes purpose of posting accruals is to ensure that there is enough fund available later during the
settlement.

Business Value In the Work Center(s)

Customer Invoicing

Scenario Flow

Further Information

© © 2012 SAP AG. All rights reserved.

 Rebate Management
Process Details: Settling Rebate
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Settling Rebate X

Creating Creating Schedule Run Rebate Generate

Rebate Customer Rebate Settlement Rebate
Agreement Invoices Settlement Job Credit Memo

Scenario Process Description

Explorer The Settling Rebates business process enables you to schedule rebate settlement job from
within a rebate agreement. You can schedule settlement jobs to run immediately, at a later
Performed by
time or in increments. During settlement run, the system calculates rebate payment amount
Sales Manager
Scenario/Processes based on the cumulated sales volume and generates rebate credit memo.

Business Value In the Work Center(s)

Rebate Management

Scenario Flow

Further Information

© © 2012 SAP AG. All rights reserved.

 Rebate Management
Business Value

Define Rebate Agreement Create Customer Invoice Settle Rebate

Schedule
Release Activate Create Release Run Rebate Generate
Create Rebate Rebate
Rebate Rebate Customer Customer Post Accruals Settlement Rebate Credit
Agreement Settlement
Agreement Agreement Invoice Invoice Job Memo
Job

Scenario Overview Key Benefits

Explorer In an increasingly competitive business  Rebates enables you to maintain long-term relationship with your customers.
climate, being able to effectively segment  Your marketing team can use rebates as an incentive to draw in more customers.
and target customer is critical to sales
success. Rebate Management scenario  It can be one of the ways in which you offer financial reward to your customers that
Scenario/Processes serves as a de facto thank you for doing business and buying the goods and
enables you to process special discounts
in the form of rebates, that are paid in services being offered.
retroactively to the customer. The main  The ultimate goal in the issuance of rebates is to generate a higher level of
Business Value
goal of rebates is to build a long term consumer loyalty.
customer relationship.
Scenario Flow

Further Information

© © 2012 SAP AG. All rights reserved.

 Rebate Management
Scenario Flow

Rebate Customer
Management Invoicing

Creating Creating Releasing

Rebate Releasing Activating Posting
Customer Customer
Agreement Agreement Accruals
Agreement Invoice Invoice

Scheduling Running Generating

Rebate Rebate Rebate
Scenario Settlement
Job
Settlement
Job
Credit
Memo
Explorer

Scenario/Processes

Business Value

Scenario Flow
Legend
Further Information
Dotted Dotted
line = line = Process related Work center in which
optional optional
Process to Financials process is performed
Process
mainly mainly Work
driven by driven by Center
the user the Business
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 Rebate Management
Further Information

Scenario Do you want to try it out? Do you need more information? Do you want to discuss with others?
Explorer
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Scenario/Processes scenario, click here.* documentation, covering all discuss your specific
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Business Value

WIKI
Scenario Flow VV In addition to the product
documentation, SAP provides
Further Information Wikis that describe additional
aspects of SAP Business
ByDesign.
To access the WIKI, click here.*

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