Block Rebate Agreement creation in reference

Hello,
As explained in the title, I would like to block rebate agreement creation in reference of an old agreement.
I changed customizing for Sales order by deleting copying rules from OR to OR.
But I didin't find how to reproduce it at Rebate agreement level.
Thanks for your help.
Edited by: Marc DROUARD on Feb 2, 2011 5:43 PM

Hi,
Use BADI to create rebate agreement in MM.You can explore following BAdI.
These BAdI are applicable for MM & SD applications:
(a) SD_BONUS_CREDIT_NOTE BAdI for Rebate Credit Memo Requirements
(b) SD_COND_DETAIL Enhancement in Condition Detail Screen
(c) SD_COND_SAVE_A Save condition application A, E
I hopr this will help you out. Thanking you.

Similar Messages

BAPI for Rebate agreement creation in MM

Hi,
I have been unable to find any BAPI which could be used to create a Rebate Agreement (Subsequent settlement for vendor) in MM. ANy SDn thread or any search result yields the name of BAPI_AGREEMENTS, which unfortunately has capabilities of creating a rebate agrrement in SD side (for customer). The Key table in this BAPi is BAPIAGRMNT which has input fields like Sales Org, Distribution channel, division, Rebate recipient - all relevant to SD.
The only closest I come to MM side is the name of a FUNCTIONL MODULE MM_ARRANG_NEW_ARRANG_INSERT and not a BAPI. Using this function module to create MM Rebate agreement would entail a lot of effort!
Any pointers/clues would be greatly appreciated!
Thanks & Warm regards
Gaurav

Hi,
Use BADI to create rebate agreement in MM.You can explore following BAdI.
These BAdI are applicable for MM & SD applications:
(a) SD_BONUS_CREDIT_NOTE BAdI for Rebate Credit Memo Requirements
(b) SD_COND_DETAIL Enhancement in Condition Detail Screen
(c) SD_COND_SAVE_A Save condition application A, E
I hopr this will help you out. Thanking you.

Creation of Rebate agreement wrt rebate agreement

My client requirement is when rebate agreement created with reference to old rebate agreement by using VBO1 , system should copy the rebate recipient (customer) & rebate type (montly etc) from old rebate agreement.
Is there any copy control between rebate agreements to rebate agreement? Else how can this can be addressed?
Kindly check and help me.
Edited by: sapsduser on Mar 1, 2012 7:28 AM

Hi,
Go to VBO1 select your Agreement type next click on create with reference,give the agreement no form which you want to
copy,click on copy button,it will take you to further screen there you can change if any thing you wan to change or you can
save the document,system will generate new agreement no with old agreement values like same rebate recipient and rebate
type.
Regards
Ram

Settlement of rebate agreement for previous period

Hi Friends!
This is about rebate settlement (Partial settlement) for rebate agreement documents. We have a process of creation of retro-active rebate agreements and then the sales invoices are updated through a backgound job (program SDBONT06). At the month end there is another background job (BON_ENH_SETTLE) for partial settlement for a month.
The above program is able to create rebate credit notes for respective months but there are updated invoice documents (accruals) in previous month. The background jobs are not able to settle the rebate accruals which are generated in previous months.
My question is that if we input the settlement period (ex june) for that particular month and the settlement date (30th June) in selection screen of program BON_ENH_SETTLE, would this ensure that the credit note can be generate for the month of june?
regards,
Praveen.

Hi Friends,
Can any one please help me on the mentioned issue. It's bit urgent.
Thanks & regards,
Praveen.

Rebates agreements (extremely urgent)

Dear SAP experts,
I need your help in rebate agreements (RA).
I have setup the condition tables for RAs to accept Sales Area, ship-to, and EAN (MARA-EAN11) as combination. Together with material determination table, it does a mapping/substitution whenever I create a sales order which works like a charm to map to the access sequences and conditions I have created.
However, there is an issue with this setup. Each EAN can actually map to multiple MARA-MATNR (material numbers) depending on the MATNR lifecycle (i.e. 1 EAN to M MATNR).
For instance, EAN 123456 can have material abc assigned to it today, but due to a product being pulled out of market, business reuses that EAN 123456 and assigns it to another MATNR later on. To ensure that the right EAN-MATNR combination happens at a time, the material determination table (MDT) was used as an approach.
However, when I create RAs with condition type Sales Area, ship-to, and EAN (MARA-EAN11) combination, the "material for settlements" field is required as input. As the "material for settlements" field is KONP-BOMAT with check table MARA, it is not possible for me to put in EAN for the material as it requires a MARA-MATNR field.
One of the options I was thinking was to do a conversion using MDT prior to creation of RA. Note however that when the MDT data changes, there will be inconsistencies with what's happening in real life versus what was mapped: the RA's take the conversion from EAN -> MATNR based on the contents of the MDT at the point of RA creation, and do not get updated automatically even when other MATNR get assigned to the same EAN.
My questions as follows:
1. What is really the materials for settlement field? How does this field impact the creation of credit memos? How does this impact the settlements process?
2. I would need to create an output report based on the rebates generated on EAN level. My understanding is that SAP is working on the MATNR level. Is there any way to go about this given the situation described above?
3. Given that the data in the MDT changes against the FPC, is there any way to ensure that the EAN is the "key field" used for data processing in place of the MATNR field in the RA "material for settlement" field?
4. Any advice on how EAN will impact RA creation, order, delivery, shipping, invoicing?
Thanks a lot for your help in advance.

hi
Rebates Processs in SAP is divided into three components
1) Configuring Rebates
2) Setting Up Rebates
3) Managing rebate agreeeements and payments
Pre-requsiistes- Check the following:
1.The payer partner needs toi have the rebate field checked in the customer master on the sales area-billing doc tab.
2.The Billing type must be marked as relevant for rebates.
3.The Sales Organisation must be marked as relevant for rebates.
Condition Technique :
Rebates, use the condition technique, but distinguish themselves from pricing in applying to transactions over time, versus on a transaction basis. Rebates have their wn field catalog and their own condition table naming convention.So you could have two condition table "001" one for pricing and one for rebates, which could have different key fields. You need to use the technical names A001 For pricing and KOTe001 for rebates when you use the query type using transaction SE 16..
Use create access sequence (AS). Enter 1 in field category for rebate specific. AS after going thru the right path of maintaining access sequence for rebates.
The big difference between the rebate and the pricing access sequence is that there is no exclsuion flag available for rebate related AS. This means multiple tables for an access sequence can be aplied at the same time.
Rebate related condition types are identified by codnition class -C.
After defining and creating condition types for rebated include them in the pricing proceedure. The requirement should be 24 here which implies that the accruals are calculated on the basis of invoice/bill.
The other fields- alctyp and altcbv does not allow you to manipulate how a rebate is calculated. Also, remove the requiremnt 24, if u want to see reabtes at order time.
Now payment of rebates:
Payments can be maunal or in full settlement. When you do manual payments, it defines how much can be paid out during a partial settlemetn. You use partial settlement only when rebate agreement is defined for a full year but the paoyouts are supposed to happen on a monthly, quarterly or anyother specified period.
These accurals are based on sales volume and when they are posted billing is created int eh follwoing manner. Provision for accruals is debited and Sales revenue is credited. When rebate credit memo is created
Customer account/ is debited and
Accrual provision account is credited.
Also, please note that when rebates are created without dependent ona material but on customer/material you need to refer to a material for settlement.
Rewards point it helps

Final Settlement for Extended Rebate - agreement status not updated

Hi,
When doing final settlement via the Extended rebate, a CM is generated, but the status of the agreement is not updated to D. Any configurations needed or steps to be done? I thought it should be automatically updated by the system..
Thanks,

Hello
Refer following links with SAP Note for reference/understanding:
- The sales volume for Rebate agreement is not current
- Sales volume not current in Rebates
- 456458 - FAQ: How does SDBONT06 work
Thanks & Regards
JP

Closing Rebate Agreement using VBO2

Hi All
I am trying to close rebate agreement using VBO2 transaction.
The steps that I am following are as follows
1. Put rebate agreement number
2. Rebate Payments --> Final Settlement --> Using payment screen
I am making all the amounts 0.
Then Saving it.
Now this all process is done using a BDC session(Processed using SM35)
When this session is processed, a document of type B1 is created. But sometimes it does not have any material (line item).
What can be the reason?
Also I would like to know, which transaction is used for creation of this B1 document.

Hi,
B1 is Reb.Credit Memo Req. and you can create this using VA01 t.code and then can issue rebate credit memo through VF01.
Regards
vK

Rebate agreement was manuelly processed and Settled But Accruals are still

Dear SDN Team,
Can you please advice how to resolve the below issue as seems it was very critical.
The problem is below:
Rebate Agreement was created and it was settled manually completely. Once it was settled it was created the Rebate Credit Note. But Still the accrual is seen in Rebate agreement even the Final settlement is done with status "D".
Looking for your advice in order to resolve this problem.
The issue is critical - auditing is going on for years end closing
Thanks and Regards,
Jai

Hi
The accrual would not get posted back to the rebate once you create the final settlement request. The system makes the rebate non editable after this and changes the status to D (settled). The way out is as follows:
1. Make credit memos item as zero and then post the credit memo for zero.
2. Create a new rebate agreement with reference to the old one. Everything (conditions, recipient, validity, customers) would get copied.
3. Once copied save it and run VBOF. The accruals would be re posted once again. (No manual accruals can be reposted though- only accrual through actual invoices).
4. Settle the rebate for the correct amount.
Regards
Indranil

Final settlement of Rebate Agreement

How Final Settlement B1 is created in rebate agreement 0002 (Material Rebate)
What should be the minimum status in the agreement for final settlement
In Condition record BO02 It is not allowing to activate B1 ie Final Settlement tab
Can any one give the whole process of rebate processing from the start to finish all of it when to do what ie partial settlement,manual settlement and most importantly final settlement
Thanking u all
arnoldsw

Hi,
To execute manual partial settlements, select:
1. Logistics → Sales and Distribution → Master Data → Agreements → Rebate Agreement → Change.
Change the Agreement status field to B.
Choose Create manual accrual or press Shift+F12.
2. Save the document. The credit memo request document is generated
automatically.
3. Find and record the number of the credit memo request created from the
agreement.
Select Rebate payments → Rebate documents.
Select Partial settlement.
Click Choose.
View the credit memo request number.
4. Release the billing block on the credit memo request and save your changes.
5. Create and save the credit memo from the credit memo request.
To create a rebate credit memo, select:
Logistics → Sales and Distribution → Billing → Billing Document→ Create.
6. Release the credit memo to accounting. Enter the billing document number and choose Release To Accounting

Sales volum for extended rebate agreement

HI All,
i made an extended rebate agreement and asales order accordein to this agreement, dleivery and billing then i returned back to the agreement to make settlement but i found this massage (( The sales volume for agreement 131 is not current)) i runed the report SDBONT06 but the massage still present so can u help me pls.

Hello
Refer following links with SAP Note for reference/understanding:
- The sales volume for Rebate agreement is not current
- Sales volume not current in Rebates
- 456458 - FAQ: How does SDBONT06 work
Thanks & Regards
JP

Archive Rebate agreement?

Hello Everybody,
I have settle the rebate agreement and also credit memo is created. Now,
I want to archive the Rebate agreement, but unfortunately validity of Agreement
is after the current date. that's why document is unable to archive. so how to change
he validity of the agreement, please suggest me.
can it require by table level.
please suggest me
Thanks

ganesh borase,
For future reference, please let us know how you solved your issue.
PeteA

Rebate Agreement problem( VB(7 )

Hi All,
I'm having trouble in the creation of Credit Memo Request No..The problem is that, when i'm going to settle the rebate agreement no. ( VB(7 ), and i append a date in VALIDITY DATE TO, after the creation of credit memo request no., the billing date of that no. is not matched to VALIDITY DATE TO. What are the reason why it came up to this problem? Normally, the VALIDITY DATE TO will APPEAR in the billing date field after you created the credit memo request no. Please help people why this happen.
Points will be given immediately.
Thanks and regards,
Mackoy

Hi ,
I have checked the Accky "ERU" and Accr "ERB"...there is no problem regarding that ....
Thanks .
Abhijit

Correction invoices for rebate agreements in Poland

I am currenty working in Poland on rebate agreements. There is a legal requirement that every change in the invoiced and VAT value has to be corrected via a correction invoice , mentioning the original invoice line, updated line and the delta. However the rebate settlement only generates a standard credit note to pay the rebate. The credit note that is generated
for the rebate contains the settlement material.
In Poland the correction invoice should have the original quantity ,real material number and invoice value. Does
anybody have experience in how to create a correction invoice instead of the standard credit note for the rebates ?
Many thanks in advance
Evert Nooijen

Hello everybody,
The requirement to create correction invoices might look weird and very painful but I really think it is a legal requirement.
I have searched the internet and find contradictory information on whether the correction invoice is mandatory for rebate payments in Poland.
For example the SAP country specifics mention that a correction invoice is needed for rebates:
"You are required to create a correction tax invoice whenever you need to correct a tax invoice, for example:
·        To grant a customer a discount or rebate or increase the price of goods or services
·        To correct a tax invoice, for example, if it contains an error in any of the prices, tax rates, tax amounts, net values, gross values, quantities, or units of measure
·        When a customer returns some goods to you"'
However I also found another document that gives me the impression that the Polish regulations on correction invoices have been changed in November 2009 (Polish jurisdiction)
See the text below that is part of the changes in Poland:
" The WSA in Wrocław ruled on 12 November 2009 (case ref. I SA/Wr 1155/09) that a rebate causing a reduction
of the tax base for VAT may be documented not only by invoice but also by other documents.
The taxpayer received rebates directly from his suppliers and by proxy of a company which negotiated terms of delivery in his
name. The rebates received directly from suppliers were backed by correction invoices. Those received from the
intermediary were documented by credit notes. The tax authorities took the view that rebates could only be documented by
correction invoices. However, the WSA ruled that a rebate could be documented otherwise, for example, by credit note. Such
a document must be supplemented with additional information which shows who gave whom the rebate and in what amount."
HOWEVER: I am told by the local Polish organisation that this decision from the court in Wrocław, and not necessarily valid in other areas like Warsaw.
Then I had contacted Price Waterhouse in Poland and have asked them for an advice: I have received the following answer from PWC:
""Pursuant to the Polish VAT regulations post-transaction rebates should be documented with the correction invoices referring to the original invoice. Therefore, we recommend that the system is appropriately adjusted to include the discussed functionality. Please note this is a standard in Poland that SAP allows for creation of such correction invoices."'
So as mentioned, I think we have to enable the correction invoices for Poland, however I don't think we cannot create those in correctoin invoice requests (e.g. document type RK) in standard SAP by the rebate settlement program. We cen build a program to do it automatically, but I was hoping for a standard SAP program that was linked to the rabete functions in SD (automatically as part of the rebate settlement.).
Hopefully somebody has any recommendation.
Regards,
Evert Nooijen
Edited by: Evert Nooijen on Apr 4, 2010 12:01 PM
Edited by: Evert Nooijen on Apr 4, 2010 12:03 PM

Rebate Agreement Calendars

Our business has five main Rebate Agreement (Arrangement) Calendars :
October to September
July to June
April to March
August to July
January to December
There are additionally, some other validity periods that we might use, such as six-monthly, however the above five calendars probably account for 80-90% of our Rebate Agreements.
The problem :
We want to be able to use Rebate Agreement Calendars to automatically extend Agreements for a further 12 months. However, my understanding is that each Rebate Agreement Type is only designed to work with a single Calendar, therefore we would have to create a further four copies of an Agreement Type, each with a different calendar assigned. E.g. :
RA Type Calendar Description
ZR01 R1 October to September
ZR02 R2 July to June
ZR03 R3 April to March
ZR04 R4 August to July
ZR05 R5 January to December
and the same for all other Agreement Types we use. This would result in a ridiculous amount of duplicate/needless configuration.
We have unlocked the screen field to be able to change the Arrangement Calendar in VBO1/VBO2. However, we still have to set a default Calendar in config, via txn VB(2, and that default flows through to the RA on creation. Although it is then possible to overtype the Calendar, only the default appears in a picklist, which is confusing to the user. In addition, even if we overtype it, if we then extend the RA via VB(D, the Calendar maintained on the individual RA will be ignored, with the Calendar taken from config again.
I find it hard to believe that we are the only company wanting to use Rebate Agreement (Arrangement) Calendars in this way, is there something obvious I'm missing ?
Many thanks, Paul.

Hi Jo Jo,
I had implemented Rebate in my company and had similar problem.
After doing Trial & Error on Sales Volume & Verification level screen I found:
In Sales Volume :
After u201CPayu201D of Accruals, remaining value comes. If the credit note created is not passed to A/C, the value does not get reduced. Also, unless the Invoice/Billing Doc. is passed to A/c. the value here shows 0 (ZERO)
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.
In Verification level:
Total accruals, document and item wise come.
So the difference may be due to some of the docs that are not passed to Accounting or may be due to retroactive agreement.
Hope it adds value to your question.
Regards,
Tushar Karwa

Rebate agreements / Rebate condition type

Hi Experts,
Can anyone tell me how to process Rebate agreements/Rebate condition types in pricing procedure.Please help me by giving step to step description for rebate condition type and where to maintain condition records and how they function.
Thanks in advance experts,
Kanna Palle.

Hi ,
find some notes on rebates.
in the billing document, the rebates are calculated as per the the accrual rates in rebates condition records. My question if the invoice is for Rs 100 and accrual rebate amt in invoice is rs 2. will the customer pay Rs 98 against this invoice of full Rs 100.
Ans --> Customer need to pay Rs 100 only , rebate amount will paied to the customer after completion of the rebate duration in between there will be partial settlement.
2) what happens during manual accruals. why a credit memo request is generated during manual accruals. what happens to accruals as per condition records.
Ans--> Manual Accruals
Use
Posting accruals manually can be useful in different situations such as:
Lump sum payments
Accruals correction
You can control at which time and for which amount the accruals should be posted.
You can build accruals for a particular condition record or reverse them in part or in full.
When you save the rebate agreement, the system will automatically create a credit memo request. The system uses this document to create a credit memo. When the credit memo is released, the accruals are posted to FI.
If you have posted accruals manually, but these have not been passed on to financial accounting, the manual accruals and manual payments in the rebate agreement are blocked.
3) what happens during partial settlement. do the accruals already poested gets reduced to the extent of amount of partial settlement. do manaul accruals have any role to play during partial settlement
Ans->Partial Settlement
Use
You can also partially settle a rebate agreement during its validity period. The amount to be paid can be limited in Customizing for Sales. Payments can be:
limited to the cumulative accruals of the condition record
limited to the amount that would be paid if final settlement were presently carried out
unlimited
You carry out partial settlement by using the manual payment screen within rebate agreement processing. On this screen you can specify the amount to be paid for each condition record.
The system will automatically create a credit memo request for the amounts specified.
It will also reverse the accruals with the credit memo if the rebate agreement type is configured accordingly. If the payment exceeds the recordu2019s accumulated accruals, the system will only reverse the accruals which are actually there.
The system gives you the opportunity to carry out additional partial settlements when previous partial settlements remain open in the form of credit memo requests or credit memos. The system always takes open documents into account when determining the maximum amount which you can pay.
When the system carries out final settlement for a rebate agreement, it takes all partial payments into account.
4) what happens during final settlement. do manual accruals have any role to play during final settlement i.e. do they get reversed and what happens to accurals posted as per rebate condition records.
Ans-->Final settlement
Use
When you carry out final settlement of a rebate agreement, the system automatically
calculates the rebate based on the sales volume statistics or the lump sum
deducts any previously paid rebates
It then creates a credit memo request, and proposes the end date of the agreement validity period as the billing date.
The system also reverses any accruals that have been posted.
Depending on Customizing, when the system creates a credit memo request, the document is automatically blocked for billing. After approving the credit memo request, the person responsible can remove the billing block. You can then create the final credit memo.
When you want to search for credit memo requests during sales order processing, you can use the match code F "Credit memo request for rebate".
You can carry out final settlement of rebate agreements
automatically
Manually
as a background task (in batch)
Settling Single Rebate Agreements
You can carry out settlement directly from within a rebate agreement.
Before you save the rebate agreement you can still carry out changes to the credit memo request:
The credit memo request is only saved when you save the rebate agreement.
Carrying out Final Settlement as a Background Task
If the volume of your sales rebate processing is high, you can collectively process rebate settlements as a background task.
The following reports are available:
RV15C001
RV15C002
Your system administrator can use these reports to generate a list of rebate agreements, based on various selection criteria, such as rebate recipient, status of the agreement, and so on.
Background processing can then be carried out later. I.e., after the regular posting periods.
After a list is generated, the rebate agreements can be analyzed or processed for payment.
For more information about settling rebates as a background task, see your system administrator.
Best regards,
venkataswamy.y

Block Rebate Agreement creation in reference

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