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
Similar Messages
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Scheduling Agreement With Condition Type Calc.
Hi All,
Can i have Scheduling Agreement With Condition Type Calc. as in PO Conditions as there are some calculation need to be made based on Excise.
Thanks in advance
SapuserHi,
Condition in scheduling agreeement are time dependent where as condition in purchase order time independent so it's not possible to use.
Regards
Ravi Shankar. -
Rebates-while entering condition type b002
Hi..
While doing the rebate procissing i am getting an error " Sales volume for aggrement is not current " Plz help me in solving this .Hi Srinivas
Chk this
Rebate Agreement Processing:
Step-1: Img/sd/bf/rebate agreements/define agreement types
Eg: 0002-Material Rebate
Step-2: Define Condition type group
Eg: 0002- --
Step-3: Assign Condition type to condition type group
Step-4: Assign condition type group to rebate agreements.
Step-4: Activate Rebates in,
-Billing documents (B1,B2,R3,R4,F2,G2,L2)
-Sales Organization
-Customer master sales area data-billing tab-rebate field
Step-5: Create Rebate agreement condition records,Tcode-VBO1
Enter agreement type,(Material Rebate)
Select Conditions
Enter Rate-1000/-
Accruals-50/-
Click on Settlements for Material & Save
Message: Material Rebate ZZ has been created.
Step-6: Create sales order-VA01
-VL01N
-VF01
Step-7: Got VBO2-Change rebate agreements condition record,
Enter agreement typeZZ
Change the agreement status to B
Select Sales Volume ,select the line item ,press F3,
(NOTE: If you cant see the accruals amount,
Got SE38,
Enter prog: SDBONT06,(Update the billing documents program)
Enter agreement no: ZZ
Log,
Remove the mark in the field of error
Select , statement of sums and execute
Press F3 & generate.
( Now go VBO2, check the accruals amount)
Goto Rebate Payment / Final settlement/Using payment scree-F6
Save the agreement type.
Message: Credit memo request(R4) automatically created.
Step-8: Goto VBO2- check the Agreement status
You ll observe as C
Step-9: Goto VA02- enter credit memo request,
Remove the billing block
Save
Step-10:Create Billing (VF01)
Enter Credit memo req
Save
Observe the rebate amount
By goto-item- conditions
Step-11:Goto VBO2-
Enter Rebate Agreement type-ZZ,
Agreement status Shown as D
Settings:
Pricing procedure
Frm Subto Acctkey Accruals
59 0 Total discount
60 0 Rebate basis 7
61 0 Kf00 4 ERF
62 0 Bo02 Material rebate 60 ERB ERU
Account determination: VKOA
Rebate account key-ERB (883000)
Accruals - ERU
Create sales revenue account(FS00)-12345 by copying from 800000 &assign this account against Accountkey ERU
V-KOFI-INT-TATA-01-03-ERB-800000- ___
V-KOFI-INT-TATA-01-03-ERU-12345 -12345
Reg
Annie -
Rebate Agreement Upload: Condition data
Hello Gurus,
My client system is undergoin SAP to SAP implementation, which requires conversion of all the Rebate Agreements. We are providing the SAP table data extracts to the technical team for the conversion.
The conditions for the Rebate agreements are stored both in condition table KONH/ KONP and Condition table for Rebate: KOTE001. What is the significance and difference between data in the two tables??
Is it possible that data in KOTE001 is sent along with general rebate agreement data and KONH KONP data is later migrated while doing Sales Pricing conversion..
Please advise. Reward pts for useful answers.
Thanks, C Mehra.This is how I bridged the gap. May not be best solution intown but this meets the requirement.
I created a implicit enhancement on the FM:MM_ARRANG_NEW_ARRANG_INSERT and added the following code.
Logical Position: \FU:MM_ARRANG_NEW_ARRANG_INSERT\SE:END\
CONSTANTS:
lc_action TYPE c VALUE 'I' .
DATA:
lv_subrc TYPE sy-subrc .
** Core logic
IF sy-subrc EQ 0 .
** Insert the records to the table KOTE001
PERFORM db_update IN PROGRAM rv13e001
TABLES t_new_vakedb
USING lc_action lv_subrc .
IF lv_subrc NE 0.
sy-subrc = lv_subrc .
ENDIF.
ENDIF. -
Doubt in rebate agreements & rebate processing
Hello,
I have 1 question.
Can rebate agreements be used for Commission calculation? In rebate processing, can the Payer/sold-to party for the commission recipient be changed from the Customer to a customer defined partner for the pricing in a user exit or other programming change?
can someone please clarify my doubt.
Regards,
RadhikaHi,
yes, we used rebate agreements in a previous project for the commission calculation for the sales reps. We have created one rebate agreement by customer and sales rep, whereas the sales rep was the rebate recipient. If I remember correctly, we have set up the sales reps as a separate account group with partner function ER (Employee Responsible). I think that we linked the SD customer master record with an HR mini-master record. However, I think you don't have to have the link to HR master data.
Regards
Abhijeet -
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 RobertHi 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 -
BAPI or Function Module to create the Rebate Agreement
Hi All,
I have a requirement where I get the flat file which consists of the header and item level data. Using that I have to create the REBATE AGREEMENT. The transaction code to create the Rebate Agreement is VBO1 (Create Rebate Agreement).
Is there any BAPI or FUNCTION MODULE available in SAP to create the Rebate Agreement. Please tell me if you know any suitable BAPI or FM.
Thanks in advance.
Best Regards,
Paddu.Hi Paddu
Were you able to find a BAPI or Function Module to create Rebate Agreement. We have a similar requirement where we have to create Rebate Agreements with Conditions.
If you have found a solution do share it with us.
Regards
Salil -
a) In Sales & Distribution my client has a requirement of hiding Condition types (gross margin, cost etc) which should not be visible to clerical staff.
b) i need to maintain Employee hierarchy in order to record sales target for each employee and monitor the sales.
Question
a) I need to add condition types in my pricing procedure to calculate cost and gross margin but is there any option in configuration/authorization that these condition types cant be visible at sales order ?
b) How can i define employee hierarchy in standard SD ? Can i use customer hierarchy for such purpose?Hello Asif
a) There are authorization objects to display/hide for costs (Condition type VPRS) and the profit margin line. Please work with your Auth specialist or Basis team for this.
b) With respect to employee hierarchy, You can use Sales Offices, Sales Groups and assign sales Employees to Sales Groups. This is the standard option. You could also create employees as customers with a Z- Account Group and assign them to a hierarchy as well. In both these options, you could use Rebate Agreements and conditions to set and monitor targets. You could depict your Org Model using HR module with Org Units, Positions and Position Holders (Employees) and this would be the best option but I am not sure how to tie it up with targets. I am sure HR Module would have a standard way to set/monitor targets. Fourth, You could also look at Incentives and Commissions Module for this.
Hope this helps. -
Condition Types in Rebate Agreement
Hi,
Please help me with the condition types in RFQ rebate agreement and their descriptions.
Thanks in Advance
VikramHi,
Thanks for your answer.
When I tried to create a new condition record with different validity date, the system gave me a message "VK 104, the condition is being processed in current session". and then removed the record from the screen. It's because of the same condition key exists.
I think it's related to the difference on condition tables. When I checked a condition table for PR00, the attribute was "with validity period" but a rebate condition table had none in attribute.
Do you have any idea? -
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,
ThorstenHi 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 -
Hello All
I am in the process of configuring the rebate processing in our system...this is my first experience...we are on ECC7.0...I am follwing the Rebate Processing configuration guide but I have a few questions...
My requirement is the following
Order volume fully paid.... the following will apply
<$500,000 credit percentage is 3%
>500,000 and < credit percentage is 3.75
etc....
In the condition type configuration under control data I am confused of the calculation type to use and the condition category as well...I am using condition type Material Rebate, but have also added all the condition types related to Rebate...just in case.
There will be no manual payments or partial settlements. The rebate is due at end of year of all fully paid items.
If there is shipments that are due but will not be during the annual term and it exceeds the lets say 1,000,000 since he credit percentage would be 6% in this case....after the review of the rebate agreement then the discount for the following year will be set at the appropriate percentage and will begin at $1.
For example if the total sales during this term are 1.2 million the the credit percentage for the following year would be 6% for all the sales the following year beginning at $1...sales for the annual term of 1.2 million would equate to a rebate of 72,000 (6%).
Also, all material that is bought the customer receives a 3% discount on top of the above.
Will I need to also include condtion type groups???
Your help is GREATLY appreciated!!!Hi Eric and thanks for your reply ....
If the Rebate is for a certain customer and they are having multiple materials for the rebate and can have channel partners that will also be a ship to party and rebate applies....I am thinking I need to use the 0002 condition type? Please confirm.
That is the one I have chosen so far....I do not see the rebate condtion type being being pulled through the sales order on the condition tab...it wants to keep pulling in the pricing condtion table for that rebate material....any advice as to what I may have missed....I did follow the config guide...as stated before this is my first experience wit hrebates...
I can understand the invoice showing the accruals but how would I do the scale to know if the customer reaches a certain amount their rebate percentages would be different based on the paid invoice sales...
up to 500,000 paid would be A 3 percent discount
Over 500,000 would be a 3.75 percent discount
This is also on top of the standard 3 percent discount they are given on the material as a customer discount.
Please advise....your assistance is appreciated -
Condition Type Groups - Rebates
Plz make me understand d use of the "Condition Type Groups" with example. The F1 help n stuff on SDN has already been checked, some1 who has worked on rebates will b able 2 xplain better d xact need of "condition type groups" e.g sometimes v have only 1 condition type assgined 2 it bt diff tables of that condition type n sometimes just 1 table of 1 condition type then wat's d need of it?
An answer with a small scenario would b of gr8 help.
regardsHi,
i think u r working on rebtes,
Condtype grup is used to group the condtypes together to come in an agreement for selection.
for example:
you r working material rebate
for this condtype is BO02, for this condtype you want to use 3 key combination (condtables/accesses in access sequence). how you club these cond accesses to ur agreement type. unless u group them. here u group them when assign condtable 1,2,3, to BO02 in this screen.
observe this example:
condtypegrup counter condtype table
xyz 1 BO02 1 customer/material
xyz 2 BO02 2 region/material
xyz 3 BO02 3 countrly/material
xyz 1 BO03 1 customer/material
xyz 2 BO03 2 region/material
xyz 3 BO03 3 countrly/material
now u assign this condtypegroup to agreemtn type for say XXXX,
finally u create agreement type in BO01 t.code
at the time of agreemtn creation u get all the above combination for selection in a popup. that 6 options in two condtypes in on conditiontypegroup.
hope u understand
regards,
sadanandam kasarla -
Duplicate condition types in processing rebates
Hi,
I have created two rebate agreements in the system right now.
Whenever i run a sales cycle the condition type BO01 is used twice instead of once which results in giving discount twice for the same order.
Is there any way to avoid duplication of condition types.
How to solve this issue, pl help..Hi
You have maintained two rebate arrangemnts here and sytem is determining accordingly.
Thats the reason you need to ensure the combination being used in the condition type.
If both the records are valid i am not seeing an issue here.
If your issue is same condition type. then you need to maintain different condition types for different combinations,.
For example: Key Combination -> Condition type
Customer/ Material - B001
Customer/ Sales area - B002
Maintain two condition types for both combinations instead of maintaining it is the same.
So they get determined accordigly.
Thanks & Regards
Kishore -
Problem in rebate agreement type 0005
Hi
I created a rebate agreement of type 0005 and maintained amount Rs 5000 for a customer
while creating billing document the condition type BO06 was determined in the billing doc but without anu value
the analysis shows that condition record has been found
I have checked the pricing date and all other parameters but still not able to figure out the mistake
Kindly help me in this regard
Thanks and Regards
SunilIyerHi SunilIyer
If you are working with the standard rebate agreement 0005 and condition type BO06
You will be working with a sales independant agreement and a fixed amount condition.
For a fixed amount there is no posting of accruals because it is already known what the
liability is in the agreement.
If accruals are required most customer's would post a manual accrual from the agreement
for the fixed amount of the agreement condition.
In your billing document you will see the Bo06 condition is determined and the agreement is
known but the condition value will always be 0.00 for a fixed amount.
This is correct and expected
Hope this helps explain the system behaviour
Kind regards
Brian -
Dear Experts,
I have created a condition type for material rebate and the same has been assigned to condition type grp in turn condition type grp is assigned to rebatye agreement type....besides the same(cond type) is included in the pricing procedure.....the issue is even after maintaining the cond record the values are not flowing moreover when I see to the condition type details in the order level( I
deliberately made the rebate cond type to flow in sales order) few settings got changed like scale type,calculation type,..etc...how come the settings may change other than what I have maintained...I could see my own settings exist in V/06 for the rebate cond type.....what would be the reason?.....thanks in advance.......Hi,
1st see in condition detial,maintain
Processing priority - Automatic entry has priorit or No limitation
Second,in price procedure V/08, if you maintained any requirement in requirement coloumn in front of rebate condition then remove that.
Kapil
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