Rebate agreements total target

Hi
My customer has requirement regarding rebate agreements :
Customer should receive credit memo if he reach TTL target for specific month. TTL target is SUM of targets for all groups of materials for current month. Basis for discount will be total basic sales amount for group of materials for which customer has reached the target. Each group of material has different percentage rate as discount.
Example:
Customer 50000001
Material group 1 target 100 HL (volume)(discount 3%)
Material group 2 target 130 HL(volume) (discount 3.2%)
Material group 3 target 145 HL(volume) (discount 3.5%)
TTL Target total 375 HL
If customer bought more than 375 HL in TTL he can receive targets, but basis for targets will be basic sales amount only for material groups where customer reached the target.
My question is : How I can create rebate for such agreement and how I should create final settlement . Customer can get money only when he reached total volume target (sum of all conditions in agreement)
Thnx in advance
Slawek

Similar Messages

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?
Thanks in advance for answers
Regards
Narasimha

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 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

Rebate Agreement manual accruals not updating in agreement

Hello,
I am configuring extended rebate agreements and am working with the MANUAL ACCRUAL functionality.
I can create a manual accrual from the agreement and sales order type B4 is created and billed as type B4. I can see the impact correctly to the G/L and provisional accounts. When i go back to the agreement in VBO2, I DO NOT see any error messages saying the agreement is not up to date, but i also don't see the accrual increase under the Sales Volume or Verification views.
I only see billing document that came through regular customer invoices where i accrued. If i look under Rebate Payments menu ---> Rebate Documents, i see the manual accrual documents. My question is...if i accrued 500$ through regular invoicing...and then we do a manual accrual for addition 200$, where do i see a total accrual of 700$? All i seeunder verification is the original 500$? Is this just standard behavior?
Note: i've checked agreement config and manual accruals are checked on...info structures set to "1 Syncronous Updating" and agreement is up to date per VBOF.
Regards

Hi Neeraj,
When you post manual accruals via a billing document which is posted in FI, the table S060 will be updated with the amount for the condition record (field S060-RUWRT) this field holds a total value of accruals this can include manual accruals, postings form relevant billing document lines and accruals that were reversed via a partial payment. When the final settlement is carried out all of these are calculated and the accruals condition in the final settlement will reverse completely all accruals related to an agreement at that time.
However, Rebate payments have to be made to a customer based on REAL sales volumes. If there is no sales volume then no payment would be due.
Regards,
Raghavendra

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

Rebate agreement Concept

Dear All,
I have some query which is related to rebate agreement.
Following Query is listed below
1. Why can we not set Sold-to parties for Rebate recipient when creating bonus agreement?
2. I do not understand how I should use each checkboxes from Rebate settlement status and items from [Actions] section.
3. After the bonus valid period ends, we need to evaluate the result and create credit memo and verification data. Should I tick u201Cagreement releasedu201D for [Rebate settlement status] and u201CCarry out final settlementu201D and u201CIssue verification levelu201D for Actions? Is this the right way?
How should we use all items from Actions for?
      Only issue sls rev.
      Control run
      Test control run
Thanks a lot in advance
Regards
ajit

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 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.
cheers!

Rebate agreement scales

Hi,
We in our company has implemented rebate agreements. We have monthly offtake rebate as one of the rebate agreement type. The scales are as
0-50 nil
51-100                 Rs. 375/MT
101-200                Rs.425/MT
201-500                Rs. 500/MT
> 500                     Rs. 600/MT
Total billed qty for a month is 250 MT.
Currently it is calculating as 250MT*Rs.500 = Rs. 125000 as the rebate amount.
But the system should calculate as below
first      50MT -    50MT*0 = 0
second 50MT          50*375 = 18750
for 100 MT         100*425 =42500
last 50 MT            50*500 = 25000
total rebate amount = Rs.86250
I tried with scale type D - graduated to-interval but it is not accepting this scale type.
Please help me to solve this problem.

Hi,
Scales are ignored when calculating accruals, but will be calculated at rebate settlement.
You can check the manual on rebate set up and management that rithvika posted in another thread:
Rebate Scales - Graduated to Interval scale
Or OSS note 392711
https://service.sap.com/sap/support/notes/392711
best regards
Michael

SD - Rebate Agreement configuration

We have been trying to configure rebate agreements for retroactive discounts to be given for a month - which is to be based on the total off take invoiced value for each customer.
In the Condition type we need to -
1) Use value scales - eg upto Rs.125000/- invoiced value
2) The margin is a %age of the invoiced amount e.g. 9.5%
3) The Value scales are as under:
     upto 125000/-               9.5%
     125001 to 260000        11.5%
     AND SO ON..................
4) Till now we had used a condition type which would give volume based discounts as under:
     upto 10 units               nil
     11 to 20 units              125/- per unit
     21 to 30 units              275/- per unit
5) Now the scheme has changed and we need to configure a new condition type as per s.no. 3
6) In the current condition type - ZFVB which we were using for s.no.4, the values were as under:
Access sequence = BO03
a) Condition Class = 'C'
b) Calcut type = 'C'
c) Scale basis = 'C'
d) Check Value = 'A'
e) Unit of measure = REB (this was assigned in the mat master)
f) Text Determination = '02'
Thanks in advance
anjali

Hi
I tried working out with these changes suggested - it still does not work. Actually - the earlier condition had used REB as the Unit of measure and this was also maintained in the material which were eligible for rebate through the reb agreement.
Now, with the current config as suggested by you - the UOM field in the condition type is not accepting any values. So maybe there should be some link between the reb agreement with Payer and material that is being missed out by us.
thanks
anjali

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 Agreement reversal

We have created a rebate agreement and settlement has been made. Subsequently we have created another agreement and run vbof. We have stopped last month and this month we had run the vbof again. Its because of this invoice 2 invoices on 10th april posted on 30.06.2014 and 2 invoices on 01.07.2014. We wanted to reverse this on the corresponding month. How to do this.

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 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

In Pricing : there are 2 diffrerents topics a Rebate Agreements & Discount

Dear members,
In Pricing : there are 2 diffrerents topics a Rebate Agreements & Discounts.
Can anyone let me know the difference.
Thank you
Edited by: madhu tatikonda on Oct 8, 2008 10:33 PM

Assume that we want to give a customer a 3% discount on everything he or she buys. In addition, we will give away another 1% discount if the customer reaches a certain amount of gross sales for the year, for a specific group of products. The 3% is a discount which will be given on every invoice and the net value of the document is reduced to that extent. The 1% is a rebate which will be be given at the end of the year only if the target sales are achieved for th year. This 1% condition will be a statistical condition in the invoice and the net value of the document will not be reduced.
After the rebates are set up, the rebate conditions will apply on applicable invoices as accruals instead of off-invoice discounts. The rebate agreement tracks the applied amounts, which can be reviewed at anytime in the rebate agreement. Once we decide to pay out any rebate amount to the customer, we will create a rebate settlement, which is represented by a credit memo request. This reverses accrued amounts and pays the actual monies to the customer either in form of a check or a credit memo.
Regards,
GSL.

Vendor Rebate Agreement

Hello,
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.
How do we handle this? Do we create the same agreement for each purchasing organization? If so, what is the condition base value? Will SAP cumulate the PO's created for this vendor in all company?
Thanks!

Hello,
I will give you further details so that you understand the problem. We are using Vendor rebate agreements, pricing procedure RM5000, and rebate type 1000.
When creating a rebate agreement (with MEB1), I must specify a purchasing organization, but the vendor gives a rebate for purchases from all purchasing organizations in the company. Do we create a rebate agreement for each purch. organization? How does SAP calculates targeted business volume?
Thanks!

Create rebate agreement

Hi Gurus,
While creating rebate agreement for customer, after giving all details, we would right conditon record what one should specify there. I mean what is "amount and accrual".
Also where I should mention the sales value ie target will be given to custmer.
Thanks
Shiv

Hi Shiv patil
Following explains how to crete a rebate agreement, test it using a sales order and billing it. Then settling it partially or fully using a rebate credit memo. Please use the basic procedure and tweak your IMG settings according to your unique requirements.
Rebate processing:
1. First requirement is that the rebate processing must be active for
a. the customer ( check in customer master) ,
b. for the billing type ( check in IMG > Billing > rebate processing > active rebate processing > select billing documents for rebate processing. )
c. For the sales organizatin:
( check in IMG > Billing> rebate processing > active rebate processing > Active rebate processing for sales org. )
2. Next create a rebate agreement For this ust T-code VB01. For the rebate agreement type you can choose either 0001
( group rebate ) or 0002 material rebate or 0003 ( customer rebate ) etc
b. Enter your rebate conditions. Dont forget to enter the accrual rate here.
3. Now test your rebate functionality : create a sales order for the particular customer, sales org ( ensure that the billing type used in your sales order is relevant for rebate) . Create outbound delivery, transfer order to do picking and post goods issue.
4. Now go to Tcode VB03 and check your rebate by choosing conditions , selecting the condition line and choosing payment data. You will see that the accruals and business volume are updated when accounting doc is created for billing.
5. Settling your rebates:
Once your rebates have been accrued you need to settle the rebate.
For this first release the rebate for settlement by using Tcode VB02. As a trial basis choose B ( you can choose other settings based on your requirement) and choose Create manual accrual. Now enter the amount to be paid and save the rebate agreement.
6. Next display your rebate agreement using Tcode VB03.
Enter your rebate agreement number . Next choose rebate payments > Rebate documents and select partial settlement. Click on the choose button to note down your credit request number.
7. Use Tcode VA02 and release the billing block for your credit request. ( use item overview tab)
8. Now use VF01 to create a rebate credit memo by entering the credit memo request number and save it
9. Now release the credit memo to accounting using vf02.
The following link will help u.
http://www.erpgenie.com/publications/saptips/052005.pdf
Reward if useful to u

Rebate agreements total target

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