Rebate amounts

Hii my query may sound really lame but I am unable to understand this hence putting forth the qs to u guys
when we make a rebate agreement .......material rebate-----what do the fieldd Amount and accruals signify and in scaless........
Scale quantity , amount and accrualss
I am not able to understand what amount is to be entered in which field
Regards
maddy

Maddy,
Scale quantity is the quantity up to which you are allowing the rebate to the customer.(Enter as per ur reqt)
Amount is the rebate amount (may be value or percentage) -If ur giving rebate valuwise/percetage wise-enter same value/percentage here
Accruals is the special reserved amount for the partial settlement ( here you have to give the value or percentage of amount that you wanted to put aside as reserve)-If you have any...or try keeping it blank.
REWARD IF U FINDS ABOVE AS USEFUL...
Regds
MM

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Enhancement for qa32 for rebate amount

Want to do one enhancement before MIRO - Invoice
Verification transaction for rebate amount for defects in material during
quality inspection and usage decision .
Presently our process of invoice verification is as follows,
1. We do goods receipts and Do quality inspection.
2. During quality inspection if their is any defects in material and we
calculate rebate on that challan quantity and this rebate data is stored in
Z-table which is used in payment slip.
3. After this purchase dept receive challan for that material and Purchase dept
include rebate amount in payment slip with material document number and forward
to account dept.
4. According to document received to account dept.
            a). Account post MIRO- Invoice Verification against challan quantity.
            b). for rebate amount raise debit note against same material document, purchase order
and vendor manually.
Now we want to do following enhancement,
            1. At the time of quality inspection and usage decision if their is any rebate for that
           document according to defects in material received, then it should be post MIRO
           rebate amount automatically in background with reference to Purchase Order
          and Material Document Number.

Hi,
You can use below user exits,
QEEM0002 User exit add. functions after reading inspection features
QEEM0003 User exit: add. functions after valuating insp. characteristics
QEEM0004 User exit: add. functions after valuation of partial sample
QEEM0006 User exit: add. functions after closing inspection char
QEEM0007 User exit: add. functions after completing partial sample
Sandip

Rebate amount posting

Hi,
I have done all the settings for rebates and when i create the billing document i can see that the rebate amount is credited in the ERU a/c key when i check the accounting documents.
In my pricing i have maintained the A/c key tab as ERB and for accurals ERU.Iam able to post my billing to FI.
To my knowledge The rebate amount should get posted to ERB frst from where when the agreement is settled and the settle amount goes to ERU
Kindly suggest
ajay

Hi Ajay
Rebate amount will be posted in the G/L aacount meant for Rebate and so also Accrual will be posted to the G/L account meant for Accrual.
That means as per your assignment system will find out the appropriate G/L account.
The account key for Rebate is ERB and for Accrual, it is ERU.
So make the settings of Account determination accordingly.
Chart of AccSales orgAcc assgn grp(Payer)Acc assgn grp(Material) ERB -
> G/L account no.
Similarly,
Chart of AccSales orgAcc assgn grp(Payer)Acc assgn grp(Material) ERU -
> G/L account no.
When you settle the Rebate, this accrual amount will be reversed.

Rebate amount not updating

Dear Gurus,
Greetings.
I am trying the Material Rebate process (0002) and I have done all the required configurations like activating at Sales Org., Billing doc. and CMR levels.
Now I created an Agreement and raised Sales Order, Delivery and Billing.
1. My rebate Cond Type BO02 is getting populated with the correct value and it is getting updated in the
Agreement in the 'Accruals' field but not in 'Max payable amount' field. What am I doing wrong?
2. After this when I am doing Partial settlement by clicking on 'Create Manual Accrual' icon and doing the required things like completing Credit Memo in VF01, the 'Accruals' field is getting reduced by the correct amount in the Agreement. But when I am going for the final settlement, by clicking on the 'Create Manual Rebate Payment' icon, it is giving greyed out fields of 'Amt to be Payed' and
'Max Amount' with 0.00 values, where I cannot enter any values. Why is this happening?
Kindly do give me the solution. I have some notes of rebate process from my class and I have gone through the forum search, but unfortunately could not find any useful details.
Appreciate your time and efforts.
Thanks and regards.
Venkat - Hyd

Hi Venkat,
I have taken an example to explain your scenario.Hope this will help you.
The rebate to the customer is based on certain volume of product within specified time. The process says, firstly create the material or customer rebate in VBO1.Say if we take a material rebate having agreement type BO02,the scale is based on quantity. In conditions under T code VBO1 put the scale quantity for eg 10 units, amount (total rebate/piece) 25 GBP for 1 unit and the accrual amount for eg 100 GBP which you think can be paid as the partial payment before the full settlement. Remember you canu2019t put the partial payment more than the accrual defined. Make a standard order OR, process it till the billing. Now go to VBOF (update billing document for rebates) and run/execute the report, the report updates the sales volume with the relevant billing documents as of now of the customer. After that go to VBO2 and click on summation/sales volume and see that the total sales volume being generated. Also you can see the verification level and the drop list which will show you the relevant billing documentsNow if you again change the accruals again or do the partial payment let say 100 GBP through VBO2 a credit memo request is generated which can be processed to credit note by removing the billing block through VA02 and than going to VF01 and generating the credit note. Now change the status to B for doing full settlement in VBO2 and than click the final settlement tab. The credit memo request will be generated automatically with item category B1N.Change the billing block status in VA02 and than take the reference of this request and create a credit memo through billing. We will see the account u201Csales bonusesu201D in the accounting document of final settlement credit note.
Thanks
Rishi Balani

Rebate amount?

Last night, I lost my phone. My contract is up 03/23.
I called and asked if I can receive an early upgrade. I was told that upgrades can only be given 30 days earlier, which means I can get one as of 02/23. This is just 10 days away. I was advised to submit an insurance claim and then trade the phone in after 02/23 for a mail-in rebate. The insurance deductible is $100.
How can I be assured that I will receive a trade-in value for my phone?
We are only talking 10 days here, and I really don't understand why VZW can't make an exception. If I have to pay this deductible, you are just giving me more time to find another carrier. By allowing me to upgrade early, I am agreeing to stay a customer for two more years. I've been with them since 2003.

Hello mdtamika,
Sorry to hear you are having issues with your phone and would not want to see you go over this experience. I am glad that at least you do have some options for a replacement. What type of phone do you have? When you appraise your device the appraisal value is valid for 30 days. Click the link for more information on the trade in program :
http://vz.to/1v0JFhc
YareliM_VZW
Follow us on Twitter at @VZWSupport

Rebate issue- amount to be paid is reflecting as positive

Hi All.. I have got this issue on rebate from client. While settling a rebate of a customer when end user clicks on 'Pay' Radio Button (in rebate overview screen) in VBO2 some figures are coming as positive which should be negative as per rebate process. I have created replica of original rebate agreement and observed the following things -
1) Checked condition type of rebate which has minus sign.
2) Created some dummy orders and invoices and tried to accure and pay manually between the agreement period (before validity expire) to check why positive sign is appearing in Pay button but unable to get any positive sign.
3) I just explain my research with example-- Say amount to be paid for Material 100 is -$30. When im manually accuring -$15 system is automatically generating credit memo doc. and i have created invoice of this document. But neither order nor billing doc is showing any net value its jus coming as 0 dont know why. when I check VBO2 again in PAY Material 100 is now -$45. Here accured amount is added to total amount to be paid for material. And next step is to pay manually. When im entering -15$ against Material 100 in PAY again system is auto generating credit memo doc and i have created credit memo after removing billing block. This time net value is showing as $15. Now when i check PAY in VBO2 system is showing amount of -$30 for Material 100.
And the case is jus reverse if I put +$15 in manual accural. Here accured amount is subtracting total amount to be paid for material.
But in both the cases system is not allowing me to accure more then -$30 or more then +$30. Then why end user has got the positive figure in the amount to be paid to the customer? This means that customer has to pay some amount to the co. I have even tried creating return orders but it automatically adjusts the rebate amount to be paid to the customer,
I hope you have understood the whole issue. Please give me ur views to this problem as I have tried everything.
Thanks in advance
Mohit

Hi,
Next to the strategy it could be you have direct debits in your open items. They show open amount 0 due to the payment method filled in. Or maybe you have a lot of credits.
It can have multiple causes but as Mark already indicated there is nothing wrong with the system. If you want changes in the amount to be collected calculation there is a badi for that but check your strategy and transactional data first.
Hope this helps.
Regards,
Richard

Rebate based on rupees(Amount) instead of %

Dear all,
I have tried rebate process in which rebate is based on % and it is working fine.
But my requirement is to map accourding to rupees.
i want to give 2 INR on sale 0f 1000 kg
3 INR on sale of 2000kg
But when i am going to rebate agreement, i found that quantity and value are not updating and and rebate amount is not calculating.
Only accural amount is reflecting.
When agreement was based on % i was able to get all above things.
when i changed Calculation type in my rebate condition type from % to fixed amount i am not able to proceed.
weather we have to change rate of accrual from % to INR, if yes from where we have to change.
Please tell if i am missing something?
Thankyou

I am closing my thread-Got the solution

Sold to Party rebate

Hi,
We have a scenario where the Sold to and the payer differs. In this case we need to give the Rebate to the Sold to party and not the Payer.
Standard SAP looks at Payer for the rebate. Could you help me with a work around?
Is there an user exit, some modifcation which can be done wwhcih will link the rebate amount to the Sold to party, we will then manage this through a report.
Any ideas, Tips are welcome.
thanks in advance.
Supreeth

Remember, I need not see you personally but can assess individuals by the words used in their query. You used 'user exits' which usually advanced users are allowed to work on real life.
OK lets forget the past.
*I worked on your requirement and it worked for me. I am giving detail steps. It should work for you too. I am giving steps for creating rebate agreement based on customer / material. *
- Go to IMG - SD- Billing - Rebate processing - condition technique for rebate processing
- click maintain access sequences for example select access sequence B002.
- click accesses
- select access which has description 'customer / material'
click fields.
You can see field with label "payer".
The reason why the system calculates rebates for payer is because of this field in access sequence.
Now lets work on your requirement
- Create a new condition type for e.g ZKAM (copy it from existing condition type say B002)
- Create a new access sequence for e.g ZKAM (copy it from existing access sequence say B002). select copy so that it would copy all records.
- select accesses and after that select access which has description customer / material
- click fields
- select the field 'KUNNR' with label 'payer'.
- select the field catalog button at bottom and you would be in display view "fields" overview button
- locate the field 'KUNNR' which has label name 'sold to party'
- double click this field and you would be back in change view "fields" screen but now "sold to party is selected.
- save it
- now go back to condition type ZKAM and add your newly created access sequence ZKAM to it. 'Access sequence' field is at the top & save it.
- Now select maintain pricing procedures. select your pricing procedure lets say standard 'RVAA01'.
- select step which has condition type B002 (In SAP standard step number is 902).
- copy it by using copy function. rename it to ZKAM and for example give step number as 906.
- save it.
- Define new agreement type ZKAM by copying existing agreement type 0002
- In Assign Condition Types/Tables To Condition Type Groups, select condition type group 0002, using copying function copy it and change 'cntr' to 2 and 'cnty' to ZKAM and save it.
- In Assign condition type groups to rebate agreement types, see whether your agreement type is assigned to condition type group '0002'.
In Easy Access
- In the customer master record, indicate that sold to party is relevant for rebates.
- In the customer master record of sold to party, select sales area button, select partner functions tab, against payer field, indicate payer account number. This is as per your requirement.
- Activate your sales orgn & billing types relevant for rebates.
- Create rebate agreement type by using agreement type ZKAM. In conditions button select condition type as ZKAM and complete the data required.
- create sales order for sold to party, deliver it, complete billing.
- go back to your rebate agreement type and see whether rebate has been processed for sold to party.

Return process in case of final settlement of rebate

Hi.
I have mapped the rebate process which is working fine.But suppose i have carried out final settlement of rebate agreement and material is return by customer which has the rebate impact on it.
In this case suppose material is return, the rebate agreement also get updated even though final settlement is carried out by some amount.
this is nothing but the amount which customer as to pay back to the company....right
In this case how should i process so that i can nullify the return rebate amount impact(This is case when validity period is valid)
And how should i process if validity period is over of that agreement because inthis case no amount will be updated in agreement.
Thank you

Hello Prem,
Please review the Note 392683.
Regards,
Raghavendra YN

Rebate agreement-Difference coming for credit note value and drill down value .

Hello Friends,
In 2013 we had created one rebate for which the validity period was 1st April 2013 to 31st March 2014 . At the end of each month, rebate amount was settled by raising credit note to the customer . Now at the end of March'14 during final settlement, a credit note was raised to the customer . The issue here is there is difference of 1.13 (Pounds) between credit note value and the drill down value for March'14 . Lets say our credit note value is-100 (Pounds)and Drill down value for the month March'14 is 101.13 Pounds. We are not able to find out why this difference is coming . Please let me know your inputs on this .
Regards,
Sandeep G.

Sandeep -
During final settlement of a rebate agreement, it calculates rebate amout for the the entire time period less payments already made to a customer and then issues a credit memo request based on that.Please check all the the invoices created during entire period and check accrual calculation.It should match.
You can check VBOX table to get billing documents for the entire period.
Let us know if you still have an issue.
Thanks & Regards
Amit Gupta

Query on Rebates/Subsequent settlement

Hi,
The scenario is that Vendor reduces the price of an article.
There is some stock at hand and the vendor is ready to refund the difference.
Eg. Cost price of Cannon Digicam was 400$, now the Vendor reduces the price to 300$. He sends a notofication for this. If the stock at hand (DC stock + Store Stock) is 12 EA, then the vendor is ready to refund us (400-300)*12 = 1200$
How can u map this process in Retail. Currently we find out the Qty at hand using a report and multipy it with the cost difference in an excel and send it to the Vendor as a Rebate amount.
Vendor beleives on us for the Qty at hand.
Thanks
Kanica

Hi,
Yean i knw this. But you are actually not understanding the process.
We dont want to do this whole process of calculating stock on hand, creating rebate, changing MAP to be done one by one manually.
We just want an inetgrated approach where we just key in the new price and say its a vendor price change.. the system automatically calculates the qty on hand, calculates the rebate amount and cretaes a credit memo and also adjusts the moving avg price.
We are curretly doing the whole process manually as i had described... but we are looking for something better.
Cheers
Kanica

REBATE SETTLEMENT ERROR.

Hi all,
well have created material rebate in vbo1 & the rebate is for 50 .In vf02 in accounting doc the amounts are displayed as :
ERU rebate accurals : 50, & reverse for other :50 .
can u pl let me know wts the amount 50 ,which says reverse for others.
2nd part while paying partial settlemt with amount 20 ERB is posted with the amount 20 . and ERU says 20 & the same 20 is shown across reverse for others
3rd part balance 30 is settled in full but sill its open .
The final settlement amount is being doubled even its settled .
MY concern is should i do final settlement or any other procedure to settle rebates .
Regards,
jerry .

Hi jerry
First of all i didnt understood what is reverse for others . Actually what is the scenario. As far as my understanding goes ,
First of all , when you do billing and save it .It goes to FI then the amount falls in the ERB account . But it gets accumulated in the rebates. until you issue credit memo to the customer.
Now once after billing , as it hits the ERB G/L account , and again when you settle the rebate amount and issue the credit memo to the customer ,then it hits the ERU G/L account.
But reverse happens only when the amount exceeds. say for example if the customer rebate amount is Rs.500 as per our billing but when you generate take the statical data S060 then the rebate amount may be Rs.400. Then the excess amount will be reversed .
Hope this information helps you. Let me know if you have any queries
Regards
Srinath

Rebate - Credit Memo Cancelled after Rebate is Finally Settled

Hi Friends,
Request your inputs on the correct way to handle the following scenario:
A Rebate had been finally settled on14.08.2011. The Credit Memo which was created for the final settlement on the same date 14.08.2011 has been cancelled later on 16.09.2011.
This has been done because we realized later that we do not want to give the credit to the rebate recipient. In this scenario; we have an open amount in the rebate because of the cancellation of the credit memo.
Please give your inputs on the following:
1) As per the standard SAP Process; Is it correct for a rebate to have an open amount after its final settlement has been done ? Is it correct to leave the Credit Memo Request in Open Status and NOT Bill it again ?
OR
2) If we again bill the Credit Memo Request ; we end up giving the credit to the rebate recipient; how would you suggest to reverse this accounting ?
OR
3) Any Other Option to handle this scenario ?
Looking forward to your valuable inputs
Thanks & Regards

Hi
When the customer is eligible for the rebate amount why you dont want to give that amount to the customer.Can you share the reason beyond this analysis
For your First Point , as per the standard SAP once the final settlement is done then credit memo request can be open or it can be billed.But it depend on the client requirement
For your second point, If you want to reverse the billing document,then again you have to create the credit memo with reference to the credit memo request again but it is not advisable.
But you can create the Credit Memo billing document and forward it to accounting also.But you can tell to FI team not use the credit amount for the customer transactions
Regards
Srinath

Thru MEB4 the Tax amount and Tax percenatage not trigger in Background Job

Hi,
          When I am executing the T.Code- MEB4 (Rebate Settlement) thru Foreground the Vendor Rebate Amount and Tax are showing.
                                  When I am executing in Background job the Tax amount and Tax Percentage are not triggering (Only the Rebate amount only showing) after execution of Background job in when viewing the job display.
                   Background Job Name: RWMBON01.
   Please suggest.

Shankar,
Thanks for reply.
If I don't put amount in the basic data tab( MIRO) then it does not allow to "simulate" or "Post". But here I can simulate and Post
I check every thing in WHT Config but I could't found the solution.
I want to tell another thing, we recently went to patch upgrade from Version 4.7 E SP 22   to 4.7 E SP30.
My question, Is the pacth upgrade affects in anyway???
If any suitable answer appreciatable.
Thanks once again for your reply.

Manual accruals/ Partial settlement in rebates

Hi,
I have following questions sinc eiam doing rebates for first time.
1) 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.
2) what happens during manual accruals. why a credit memo request is generated during manual accruals. what happens to accruals as per condition records.
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
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 conditon records.
regards
sachin

Dear Sachin,
1) 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 conditon 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 matchcode 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.
I hope it will help you,
Regards,
Murali.

Rebate amounts

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