Rebate agreement setting for new customer

Question

I have a scenario, where business has a customer who had some sales and now that the cusotmer has changed his name and new customer is created for that. old customer has been set for deletion. now business wants to transfer the old customer sales data to new customer inorder to create the rebate agreements. as i understand rebate agrements are created based on customer and cannot be created for old customer and accru another customers sales. did any one came across such scenario, please give your suggestion.

Answer 1

Hi
No it is not, it is accrued into the accruals account based on the accruals value you have defined in the condition record of the agreement.
Example scale :
scale value            Amount             Accruals
       0,00 EUR         5,000- %          7,000-
  100,00                   8,000-                       
1.000,00                12,000-     
If you create a real invoice for less than 100 Euro according to your current understanding the 5% rate would apply and if the invoice value was over 100 Euro the 8% rate would apply. In both cases the 7% accrual rate would apply with no consideration of the scale.               
When you create rebate condition with scales, for the individual customer billing document,the system will take the first scale level / the accruals amount. Only during the final settlement, will the detailed scales condition be taken into consideration for the real customer payment.
Check this note: 392711 - Rebate conditions with scales
Most customer's would maintain their accruals amount as an average based on the business reality when using rebate scales.
Hope it helps
Kind regards
Brian