Rebate agreement setup in SAP based on quantity purchased

Hi Experts,
Question relating to rebates and commission.
I have requirement to create rebate agreement on quantity purchased. If customer buys 1KG of material then the unit of measurment i.e., KG should be conveted to Pound and accrue $2.54 per pound.
Please give some guidance on how to set this up in SAP.
Thank you

Hi Dayanand,
There is a Rebate Condition Type available in standard, BO02-Material Rebate use that rebate condition type in your pricing procedure and try to create the condition record or rebate agreement with customer and material and in unit of measure you can give "pounds" and if in material master in additional data conversion factor is maintained i.e., 1 KG is equal how many pounds, system will not ask you in rebate agreement and if not maintained system will prompt a message as below
mention the conversion factor how pounds equal to kg and request you to test the cycle throughly
Hope this will help u

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Re:Rebate Agreement Setup for CRM 2007

Hello Friends,
Essentially, when we are setting up Rebate agreement types in ECC in customizing, We need to specify a Settlement document type.
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check the number range in ECC for this Reabte.
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Vendor Rebate Agreement

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My client has the following business scenario: An agreement with the supplier for entire company code, which includes several purchasing organizations. The discount is given based on the purchases done through all purchasing organizations.
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Rebate Agreement's final settlement includes invoices already processed

Hello,
I've been testing rebate agreement functionality and I'm facing this issue:
If I define a rebate agreement for a customer just for this day and post two invoices, this invoices are referred to the agreement. After this I do the final settlement for this agreement, credit memo is posted and everything is ok.
Then I define another agreement for the same customer and just for this day again. The next invoice I post is referred to this new agreement. But the problem is that once I do the final settlement of this second agreement it includes the invoices of the first agreement.
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Hi,
please have a look to this SAP Help link & use all these 27 steps as a key check for your scenerio.
so that you can find right place where you are missing -
[Creating Rebate Agreements|http://help.sap.com/saphelp_ides/helpdata/en/5d/363ec3583f11d2a5b70060087d1f3b/content.htm]
Also have a look to these threads for better look to issues.
Rebate Agreement issue on sales volume
Regards,
RS

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).
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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
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Rebate agreement with specified maximum quantity/value

Hi,
We have a requirement, to give a certain discount to customer if they order for a specified volume at a period of time. (meaning there is a maximum ordered quantity given)
For example , 1% discount for a total quantity ordered of 1000pcs for 3 months. Even if they ordered 2000pcs , they will still be given a rebate, but only upto the 1000pcs discount max value.
Where in the Rebate Agreement can I set the 1000pcs max?
I checked through Scales , there is 'from' and 'to'. If I use the scale "to", if I deliver more than 1000pcs for the 3mos, ,when I do final settlement, I can't see the rebate value. But an accrual is created for the quantity (more than 1000pcs).
I can't find " condition update value" for the rebate condition type.

Dear Rajesh
Thank you for this. Would you know any other functionality which I can use aside from rebate then? (specifiy a discount to be given to customers where I can put a max allowed quantity for a specified duration/time)
if not maximum quantity, can I set a limit of the amount instead? (or is it the same?) .. such that total invoice value upto 10,000usd only for 3mos. Even if the total value is 15,000, the discount to be given is only for the 10,000.
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Need help with configuring setup cost as variable based on quantity

Hello,
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Check in the Work Center, tab Costing where Setup Time should have a formula using operation quantity / base quantity as ratio.
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Edited by: Dario on Feb 2, 2011 7:04 PM

Rebate agreement change functionality in sap

Hi All,
I am SD functional consultant and I have to change the rebate agreements in bulk with so many details , for this I decided to go for BDC or BAPI and also search the treads but find only one option which is BAPI_AGREEMENTS , and how to use this function module , I do not know.
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Hi Matt,
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Target Quantity / value for Rebate agreement

Hi
When we create a Rebate agreement like in the Customer specific agreement, we consider sales value as the basis. Where do i record the target sales value in the Rebate agreement? I want to record a rebate discount of 3% if customer achieves the target of sales value as Rs 20,00,000 over a period of time. How do i do this?
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Hi Narasimha,
You should use the condition scales in the condition record.
When you are creating the condition record for the rebate in VBO1, select the scales from the Goto menu and enter the From scale value as 20,00,000 and give the rebate rate as 3%.
This should help you.
Regards,
Please reward points if useful

Rebate Agreement accruals invoice reports

Hi Team,
As per my client requirement we need to prepare the below rebate agreement accruals invoice report.
Rebate agreement
Rebate recipent
Customer
Invoice date
Invoice
Invoice Item Number
Rebate Material
Rebate material net quantity
Invoice price
Rebate accural condition ( % or $)
Total Rebate amount
GST
20000
123456 (payer)
1000
01.01.2014
987654321
110
ABC
20
10.00 $
$ 10.00
$ 10.00
20000
123456 (payer)
1000
01.01.2014
987654321
140
ZYX
5
5.00 $
$ 0/50
$2.50
We have prepared the report using rebate tables and achieved the results but we missed below one logic here.i.e.
Business want to maintain the rebate accruals condition records for few customers accounts in the rebate agreement although it’s not related to rebate receipts account.
Example: rebate agreement: 20000
Rebate receipt: 123456 (Payer account)
Rebate condition records
1) Customer & material combination – customer # 1000 and material # ABC – 5.0 % - appearing the reports –Status : Working appearing the reports Customer # 1000 Payer is -123456
2) Customer # 9999 and material # ZXY – 5.0% - Not appearing the report – Status: Failed
Customer # 9999 is Payer – 88888 – both accounts are don’t have any PF relationship with rebate receipts # 123456
When Rebate Condition records are maintaining for Rebate receipt related to customer (SP) account & material combination level in this scenario – Reports working fine .However, few scenarios like business need to maintain rebate accrual condition records for other payer customer accounts in the same agreement in this scenario – Reports is not pulling the invoice accruals due to logic missing our early logic given based on the rebate recipient customer level. I am excepting a technical logic with functional details in this.
Could you please help me.
Cheers,
Jackon Robert

Hi Omer,
Proposal:
Setup your rebate condition as amount = 0 and accruals = $
The system will do the accounting movements for the accruals as usual
When doing the final settlement in SD, nothing will be credited to the customer as the rebate condition is zero BUT the accruals will be reversed (as usual when doing the final settlement).
That should work because it is standard SAP logic.
On the other hand, it is a pity not to be able to credit the customer if you already have the rebate agreement created in the system.
Are you 100% positive about this legal issue in your business environment?
I did a few rebate projects in FMCG and it is standard practice to send credit memo to the rebate recipient: The Customer (Payer in SAP).
Nobody ever said it was a problem, because practically speaking it is just one more credit note to the same customer that was invoiced beforehand!
Best Regards,
Franck Lumpe
Freelance SAP Consultant

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

Rebate Agreement Accruals

I have this peculiar requirement.
We are using Rebate Agreements for Sales Volumes with Rebate Condition Scales.
We should NOT be paying the customer through the AR credit memo, because of Legal Issue.
So we have developed a nice solution, which includes not to post any Settlement Credit Memos (by removing the account determination). But to settle it through AP.
Doing this has left us with a lot of Accruals during sales.
I need help, in how to reverse the Accruals?
Thanks
Omer

Hi Omer,
Proposal:
Setup your rebate condition as amount = 0 and accruals = $
The system will do the accounting movements for the accruals as usual
When doing the final settlement in SD, nothing will be credited to the customer as the rebate condition is zero BUT the accruals will be reversed (as usual when doing the final settlement).
That should work because it is standard SAP logic.
On the other hand, it is a pity not to be able to credit the customer if you already have the rebate agreement created in the system.
Are you 100% positive about this legal issue in your business environment?
I did a few rebate projects in FMCG and it is standard practice to send credit memo to the rebate recipient: The Customer (Payer in SAP).
Nobody ever said it was a problem, because practically speaking it is just one more credit note to the same customer that was invoiced beforehand!
Best Regards,
Franck Lumpe
Freelance SAP Consultant

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

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

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

Rebate agreement setup in SAP based on quantity purchased

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