Rebate Agreement information

Hi,
When using transaction VBOF the system updtates all relevant billing documents retroactively, what I need is to view the value of that document at a specific date. For example if the value of the document has been updated due to rebate in 01.01.2009 and at 01.02.2009, where can I find the the value of the document at a specific date e.g 10.01.2009, the rebate agreement and billind document.? Wich are the tables with this information.
Thank's

Hi Jsoares,
For your information, during retroactive rebate agreement recalculation (Tcode VBOF), the net value of the sales invoice (NETWR) will never be updated. That does not make business sense and that would also result in an error in the VBOF execution.
If you speak of rebate conditions in the sales invoices, check tables VBRK + tables KONV for the rebate condition types.
If you want to see rebate statistics, check KONA + KOTE* as other colleagues already specified + table S060.
Regards,
Franck

Similar Messages

Rebate condition in rebate agreement cannot be maintained (greyed out)

Hi.
We have setup rebate processing in CRM 7.0.
We get our invoice to the billing due list and it fills then the extract. But we fail in setting up the rebate agreemnt in the webui.
Partner and material are entered. On the position (material) we try to add one of the conditions of the maintenance group we customized. Both condition types can be selected but none of them will work.
What happens: we click on "new" select the condition type and get then presented with the view but with all fields greyed out (as in display mode).
As there are a lot of obligatory fields we get up to 8 messages. After "fill in required entry fields" it says "maintain rebate material".
Whatever that means.
The material we use is a finished product.
Has somebody ever seen this or some idea. Couldn't find oss messages on this.
Thanks.
Regards,
Thorsten

Hi Klaas,
If I remember well, in the standard price determination there is a conditional formula that only shows rebate conditions in the invoice, therefore you should not see rebate conditions in the sales order.
That is standard functionality.
For a Customer I took out the formula condition in the pricing so he could actually see the rebate condition in the sales order, the reason was to had access to this information before end of month invoicing. The problem is that in case of changes in rebate agreement or in case of retrospective agreements the rebate condition is only updated in the invoice, not in the sales order.
Best Regards,
Franck

Clearing date in rebate agreement

Hi,
In the drill down report of the rebate agreement, i can see the list of the invoices subjected to rebates acrruals. There is also information on the clearing date and cleared indicator. May I know what are these two fields mean? We have the problem for an invoice it is already cleared by incoming payment as showned in document flow in tcode VF03, but in the rebate report, the clearing date and cleared indicator is blank.
min

Hi
Thanks for your valuable inputs. I had analyzed as suggested and found nothing which suggests me how 03/30/08 was taken as clearing date.
Infact it happened only during processing of Mar 08 customer receipts.
In earlier months, it never happened this way ie., clearing date later than posting date of payment document.
Any suggestions on this issue.
Thanks
Satya

Rebate Agreement Sales Volume

Dear All,
We have a strange issue in Rebate Agreements.
When we Open Rebate Agreement in Change Mode and click on Sales Volume Button ( Shift F5) then it navigates to Sales Volume Screen. Now if we change the Agreement Status to B ( Agreement Released for Settlement) on the Initial screen and then go to Sales Volume Screen then at the top of the screen their is a Information which says
There are messages
This Information message is not shown for all rebate agreeements. It is getting shown only for few agreements which we do not have any clue as to why it is happening?
Can any one throw some light on What does this Message " There are messages" means? Because on that screen their is no option to check what messages the system is referring to.
Also in which scenarios this occurs?
Regards,
Madhukar

Hi Aayush
When you rebuild the rebate index table VBOX all agreement conditions will be set to retroactive again. I guess someone has run RV15B001 on your system in the meantime ?
The "Sales Volume is not current" message is issued when the rebate condition is flagged as retroactive (KONP-KSPAE) SDBONT06 resets that when it has completed a successful update
So just run SDBONT06 again, all of you 93 agreements are updated so the report will only reset the KONP-KSPAE field on the conditions in that case.
Hope it helps you further
Kind regards
Brian

Question on rebate agreement volumes

Hi,
We had an issue where a customized program was not getting updated with the correct rebate values.
The values were getting extracted from info structure S060.
So we tried to run VBOF for rebate agreement X. We thought if we run this, then the rebates will get updated correctly and the rebate will return correct values.
At that point we got an error message stating 'New bonus procedure not active'
So we went to T code OMO1 and we changed info structure S136 - to 'Synchronous updating (1)'.
Then we ran VBOF for rebate agreement X. After this, when we ran our customized reports, the values got matched.
But, then when we went to VBO3 to view the rebate agreement X, and went to Drill Down option- it does not show the invoices for which this rebate is applicable.
It returns an information message stating "There is no sales volume for agreement 5 Message no. VK786
System response - There is no sales volume for the agreement. No drill-down can be displayed."
Can you please let us know how this can be corrected?
Appreciate your help.
Thanks in advance.

hi kase,
this is to inform you that,
there is nothing to do with standard SAP it seems since it is a customized program.
please sit with the ABAPER debugg it and update the forum.
balajia

Rebate Agreement :SDBONT06

Hi ,
I am using ECC 6.0 and have configured rebate agreement . In VBO2 in am getting an Information massage "The sales volume for agreement is not current". I run the program "SDBONT06" (Transaction Code:VBOF)for updating the sales volume for the agreement.But still this massage comes and the sales volume showing 0. Am i missing any thing.Kindly advice ...
Thanks In Advance.
Regards,
Abhijit...........

Hello experts
I have a problem using report SDBONT06:
have one invoice with 3 items, all 3 items have the same contition of
rebate. The diference is that the "access Sequence in analyse of
pricing " of item 1 is different of access sequence of item 2 and 3.
Note: The access sequence of the contition type includes 4 tables of
access. Item 1 find access in table 1 and item 2 and 3 find access in
table 3.
The invoice that i refer before save the 3 contitions in all 3 items,
but when i run the report SDBONT06 i get the information "condition
deleted" of item 2 and 3 of invoice.
This report can not delet the rebate conditions in same invoice if the
access in all different items are different.
Steps for Reconstruction
Agreement: 1000000017 - Agreement type ZBM2
Billing document: 1601000024:
Item 10 - Analysis: Condition type ZP1A - "Condition record has
been found" - access 01(ZBS1)
Item 20 - Analysis: Condition type ZP1A - "Condition record
exists, but has not been set" - access 03 (ZBS1)
Item 30 - Analysis: Condition type ZP1A - "Condition record
exists, but has not been set" - access 03 (ZBS1)
Can any one tell me why the report delet the conditions of item 20 and 30?
Thanks
Lina

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 Agreements Report

Hi everyone,
I'm trying to create a report that will show all the current rebate agreements that the system has, with the total amount of their rebate documents (manual accruals, partial selttlement and final selttlement), also the total amount of their Accruals, I tried to get the process from the transaction vbo2, I had been debugging the transaction and breaking up the elements that I need to include in my report but it a little bit complicated, do someone know if there is any function module or any other procedure to get this information?

Your report should pick up data from structure S060
There, u have all the statistics of your rebate agreements
Regards
Carmine

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

List of rebate agreements vb(8

Hi,
In vb(8, on entering date range of 1/4/2010 to 21/10/2010 for 'Service rendered date', rebate agreements which were valid as far back as 2007 are getting displayed. Why is this happening? What exactly is 'Service Rendered date'?
Thanking you in anticipation,
Regards,
Kasturi

attached Note 75778 for your reference.
j) Date of services rendered
To determine whether a document item is relevant for a rebate
condition, the system always uses the date of services rendered
(VBRP-FBUDA field). It is NOT possible to use another date.
Please refer to F1 help of services rendered Date for more information.
hi,
Date on which services rendered
The date of services rendered that determines when the system calculates
taxes (for example, sales tax) for the material.
Use:
If you deliver products, the date of services rendered corresponds to
the goods issue date and you do not have to enter a date in this field.
If you provide a service, however, and you are billing hours, you can
enter a date manually. You can use the date of services rendered as one
of the selection criteria when you process billing documents
collectively.
So in case of delivery-related billing, VBRP-FBUDA would get from LIKP-WADAT_IST,
while in order-related billing, VBRP-FBUDA would get from VBKD-FBUDA or xfplt-fkdat
(billing plan date).
If you always want the VBRP-FBUDA to get the date from sales order, then
you can control the date in the data transfer routine by adding the line:
VBRP-FBUDA = VBKD-FBUDA.
As we know in standard SAP rebate agreement process rebate gets calculated based on service rendered date (which is GI date)
regards,
balajia

Error in mass settlement of rebate agreements

Dear Friends,
I am facing the following problem while doing the mass settlement of rebate agreements
while Going with VB(7 T.code for mass settlement system is giving information message "No rebate agreement was selected"
But i gave rebate agriment number and relevent values in the required fields.
Regards
nitchel

Hello,
please check carefully the selection field "validity end date before" is higher thanEnd date of rebate, and also the Flags "rebate settlement status" are marked for the actual status of the rebate.
Best regards,
Ivano.

Transfer text from rebate agreement to documents

Hi all,
I would like to transfer texts from the rebate agreement to documents (credit memo request, rebate credit memo).
Could anyone tell me what can I do to write in the rebate agreement the header text I want to transfer into documents please?
Thanks in advance.
Kevin.

Hi Dear Naveen,
Thank you for your answer, unfortunately in Financial Accounting I didn't find the solution, and I don't want to implement a proper BAdi/Enhancement.
According to the information I found in help SAP "the Texts for Rebate Agreements":
http://help.sap.com/saphelp_47x200/helpdata/EN/13/891c9f21fb11d29a0f0000e8a5bd28/frameset.htm
I think it's possible in Standard SAP, but I didn't succeed, and I didn't find more detailed information.
Do you have another suggestion?
Thanks.
Kevin.

Report on rebate agreements

Hi,
Iam developing a report on rebate agreements. I want to display all the credit memos and all the invoices under one rebate agreement.
I can see all the credit memos in agreement in following way.
Go to vbo3Give one agrrement number and go to menu rebate payments-rebate documents.
I can see all the invoices under rebate agreement in following way.
Go to vbo3Give agreement number andd go to menu rebate payments-drill down.
Now my question is how can I know which invoice belongs to which credit memo.
Basically I want to know the linkage between credit memo and invoices under credit memo.
Hope I explained the question clearly. If not please let me know I can explain it in better way.
Thanks in advance.
Brahma

Start SQL trace in transaction ST05. Run the report. End the SQL Trace. Review the results.

Rebate Agreements - Free Goods payment

Hello,
We're currently using SAP Standard Rebate Agreement process.
Final Settellment is generating a credit memo request, then converted into a credit memo.
We hava a user request to stop using credit memo and to deliver free goods instead.
The only solution we have today is to follow accruals using the rebate agreement, then to reverse the accrual manually and to create a free good order seperately.
Is there any way to manage payment of rebate agreement with free good delivery.
Target is to keep an integrated process.
If someone already solved this type of request, we would be interested.
thanks for your help
best regards,

Hi,
By raising credit memo, we are just creating a liability that we have to pay / adjust to client for the rebate discount due. Payment method can be set in agreement master and while posting credit memo to accounting, will be passed to accounting. This data can then be used by FI - AR team to make the payment.
Regards,
Naveen

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.

Rebate Agreement information

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