Rebate- Mass settlement

Dear Friends
In my company no of customer is there with them we have make agreement of 1500. I want to do final settlement.
1. How i will do final settlement it massly
2. For final settlement we need agreement status should "B" for that how i will change mass.
3. if there is partialy some agreement done and credit memo is open that time i want to do final settlement mass. how i will do close these open credit memo massly.
Arun

Hi ,
Please follow the below path,
Define a condition maintenance group for mass processing and assign it for use in mass processing.
You do this in Customizing for Customer Relationship Management by choosing Rebate Processing ® Set Up Rebate Determination ® Create Condition Maintenance Group and Assign Maintenance Group for Mass Processing.
If applicable, you have generated a number of rebate agreements via mass generation.
On the SAP Easy Access screen choose Sales ® Rebate Management ® Mass Generate Rebate Agreements.
Regards
Siva

Similar Messages

Error in mass settlement of rebate agreements

Dear Friends,
I am facing the following problem while doing the mass settlement of rebate agreements
while Going with VB(7 T.code for mass settlement system is giving information message "No rebate agreement was selected"
But i gave rebate agriment number and relevent values in the required fields.
Regards
nitchel

Hello,
please check carefully the selection field "validity end date before" is higher thanEnd date of rebate, and also the Flags "rebate settlement status" are marked for the actual status of the rebate.
Best regards,
Ivano.

Rebate agreement settlement date

Hi,
I want to see the rebate agreement settlement date. Where can i find it?
It happened in our system that Many closed rebate agreements have agreement status Open, though they were closed long back. We feel some thing might have happened to database & this status field has become blank.
I have close such agreements that have the settlement date. Otherwise, i need to ask business to verify every agreement. Which is simply not possible as there are thousands of agreements of more than 8 yrs are also present in my list..
Thanks for replying it.
Srinivas

Rebate Agreement
- Overview of Condition record(Press f5 button from keybroad)
- Select the condition rates
- Select Rebate payment from menubar - then choose Rebate Document
- Select Final Settlement option and press enter.
- There you can see detials of the final settlement doc for the rebate agreement and you can get settlement date.
You can use Table KOTE , KONV, KOMP.
Further
Table CDPOS
with fields as
- Field OBJECTCLAS as COND_B
- Field VALUE_NEW as C
- Field FNAME as BOSTA-Status of a rebate arrang
- Field CHNGIND as U
Regards
JP

Mass settlement of internal orders

Dear guru
while executed TC -KO8G for mass settlement of I/O in the first screen in selection variant i have given SAP&01 the error is You cannot use this transaction type to post to this asset.WWhat procedure to be followed.
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Shivaji

for mass settlement of I/O you have to define the variant with I/O no range.Then you settle it.

Mass Settlement of Trip without affecting the financial postings -- Travel

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Generally the settlement of trips is generally done thorugh PR05 t code. Since I my company they are planning to migrate data from legacy to ecc6.0 , they have decided to settle all the trips before migrating.
I suggested BDC operation , But my functional team told that It will affect the financial enteries.
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Sudhir S

Hi SAP Gurus,
Could you kindly suggest How to proceed further regarding this .
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Determine profit center during Rebate Agreement Settlement - MEU2

Hi ,
We are processing vendor rebates settlement using Tcode - MEU2 , the profit center getting assigned to FI document line is common profit center and not the one specifically assigned to the material being processed in the Setllement document .
If I process vendor invoice or any other GI /GR document for this material profit center is being correctly determined .
Please let me know where I might be going worng or any additional configuration I need to do to achieve this .'
Thanks & Regards
Milind

hi krishna,
you might be wrong
no where in CMR you will maintain profit centre.
please select sales general plant data view also which contains profit centre so it appears in the credit memo.
or
else you need to go to SM30 - update profit centre field PRCTR there in the tables directly.
hope this clears your issue.
balajia

Rebate Final Settlement with 0 payment

Hi,
I have been looking into the process of how to close out old agreements so that nothing more will post to them and remove open accruals. I was using the icons Final Settlement and Execute Settlement for this purpose.   The Excecute Settlement can be used to enter the amount you wish to pay out on the agreement at the time of closing. However it wont let me put 0 in if we just want to clear out open accruals and make no further payment on the rebate upon closing it.
I have found information on the SAP library stating the following options which sounds exactly what I need to happen however I cannot see where I can "click Change Status in the assignment block Item in the rebate agreement, and for single items if you click Change Status in the item details"
- the only Status I can see on the agreement is in the front screen of VBO2 in the control data secton of the agreement called "Agreement Status" and none of the options below are listed.
Can someone tell me how to access the status described below or how I should find it?
Thanks for your help
SAP Library Info
You have released the rebate agreements that you want to settle. You release a rebate agreement by setting a final release status. You can set the following final release statuses for all agreement items if you click Change Status in the assignment block Item in the rebate agreement, and for single items if you click Change Status in the item details:
○       Release All Items for Final Settlement /Release Item for Final Settlement
Set this status to release items for final settlement.
After final settlement, a settlement document is generated, rebates are paid out, accruals are resolved and the items are closed.
○       Cancel All Items Without Recall / Cancel Item Without Recall
Set this status to release items for final settlement at a value of zero without recalling any rebates that have already been paid out.
After final settlement, a settlement document with a value of zero is generated, no rebates are paid out, accruals are resolved, and the items are closed.
○       Cancel All Items With Recall / Cancel Item With Recall
Set this status to release items for final settlement at a value of zero with a recall of rebates that have already been paid out.
After final settlement, debit memos for all rebates already paid out for the items are generated and sent to the customer, accruals are resolved and the items are closed.

Hello Tracey,
You can simply maintain rebate agreement status as B - Agreement released for settlement in your desired rebate agreement for closure or not in use for future.
Hope this can assist you.
Thanks & Regards
JP

Currency exchange rate differences in rebate agreement settlements

Hi Experts,
My customer has issue in Rebate agreements and final settlements.
ISSUE:
Rebate agreement currency is EUR
Billing document currency is EUR
Company code currency is SEK
Initially ( Before final settlement)
The accrual amount in sales volumen 3151.05 EUR
the accrual amount in drill down 3152.05 EUR
After Final settlement
The accrual amount in sales volumen 2.62 EUR
the accrual amount in drill down 3152.05 EUR
The accounting documents shows after final settlement
customer A/c 3151.98 EUR credit
Expenses A/C 3151.98 EUR debit
Accrual A/c 3149.43 EUR debit
Expenses A/C 3149.43 EUR credit
The difference of 2.55 EUR is due to currency differences.
there is no retrospective rabte processing .
Kindly give your expertise resolve the issue of currency exchange rate difference in customer currency.
Immediate response is highly appriciated
Thanking you
With regards
Murali
Message was edited by:
Murali Krishna Lanka
Message was edited by:
Murali Krishna Lanka

HiI
f you set this selection field then the settings in the ERD Setting column for this currency type are no longer relevant. The system calculates and posts exchange rate differences between order-related goods receipts and invoices not just for materials with standard price, but also for:
Materials with moving average price
Account-assigned transactions
Planned delivery costs
The valuation of the inventories or consumption is effectively done at the exchange rate for the goods receipt, and not at the exchange rate of the invoice. When you post the good receipts, the fixed exchange rate from the purchase order is not used, but the translation of the purchase order values to local currency is always done at the posting date of the goods receipt.
If you are using the material ledger with actual costing, the system does not include the posted exchange rate differences at period-end closing in the actual prices of the materials.
Regards
Antony

Rebates - Partial Settlement

Hi, I need to partially settle an agreement but when i select create the credit memo, it creates a message. Message reads: The plant is missing for transaction xxxxx. I've checked the customers on the rebate condition as well as the materials and they all have plants linked. What else can I check?

Kindly refer SAP Note 728167 - Missing Plant in the enhanced rebate settlement
As per note, this can because of error can occur if you use common distribution channels for customer and material master data. The note recommends you to implement the attached source code corrections.
Hope it can assist you.
Thanks & Regards
JP

Rebates (Subsequent settlement) settling to Debtor?

Hi,
I currently am trying to configure the MM Subsequent settlement process.
The business does not want to create a credit item on the suppliers account and would prefer to settle the rebate back to the suppliers customer account with us. Is this possible? If so what configuration steps do I need to do and what risks are you aware of doing it this way?
Regards
Alan

You can follow the best practices to configure it at first.
Look for G84 in http://help.sap.com/bp_blv1600/BL_ES/html/index.htm
The procedure is to create the agreement with meb1, adjust the volume with meb4 and in case you need to update volume backwards it is the Meba transaction.
send the news after having checked your configuration with best practices.

Rebates : Final Settlement

Hi all,
I have activated partial payments for rebates, tests seems to be OK.
But when I create the final settlement, the system creates a credit note memo document where it put as a value the amount of all partial payments. I can change it manually and put the balance but why does SAP calculate and propose this addition instead of what is relevant to be paid ?
Exemple :
Accrual of 100
Manual payment 1 : 30
Manual payment 2: 30
Final settlement in the credit note : sap proposed 60
I wonder why...
Normally you should get 100-60=40 (in the case where you have to pay all off course, it could be 10 or any value inferior to what have already been paid)
Thanks for your ideas !

Maybe accrual is not actually 100? Maybe there were more documents since the manual payments were created? I would suggest to trace it back to the original sales/billing documents.
Also you might want to read this document about the rebates:
http://www.erpgenie.com/publications/saptips/052005.pdf

Rebate Aggrements - Settling two rebates aggrement

Dear Sap Gurus !
Following is my problem :
1. Created a rebate aggrrement ,10 with conditions records based on a particular customer X and mat Y .
2. Created a sale cycle and the above rebate aggrement is accounted . All is fine till here . I see that accurals are coming fine but i have not yet settled this aggrement and is still open .
3. I create one more rebate aggrement , 20 with same condition records and in same validity period as of previous aggrement 10 . In all the new sales cycle , i will see both aggrment types coming and in accurals of both the aggrement type i would see same amount getting added .
This is fine because the validity period is same and system will pick .
Now, if i decide to do "final settlement" of agrmnt 10 , it shows me the outstanding accurals from the 20 also . And if i decide to do final settlement of aggrmnt 20 , it shows me the outstanding accurals from the 10 .
So If i create a credit memo for 20 and do final settlement , i should not see same amount in 10 again , but when i go in 10 and do final settlement , system is still showing amnt for whihc i have already done settlemnt thru 10 . So a credit note of same amount is getting issued twice when settling the rebates aggrement types and that is creating problem .
Is there any way to rectify this w/o going for any major enhancements ?
Thanks !
GET FULL POINTS !!

Hi Manni
If i am not wrong you have 2 conditions record maintained for that rebate agreement and in that rebate agreement , you have 10orders with 1st key combination and for the 2nd key combination you have 20orders so as you want to settle both then runt the program VB)D and give the key combination and the rebate agreement , give the customer number and then run the report . you will get the output for both
Regards
Srinath

Rebate partial settlement

Hello Experts
Is it possible to apply the scales based on the rebates during partial settlement, currently it seems the standard rebates in the system will apply rebate scales only once the Final settlement is carried out ?
Please suggest.
Thanks

Hi Mahendra,
This is a system limitation. Standard rebates cannot consider the scales during partial settlement. Partial settlement amounts are intended to be entered manually. Only during the final settlement can the system calculate the settlement amount based on the scales defined in the agreement. The system will only be able to apply the scales on rebates only once when the final volume is known and this will happen only when the Final settlement is carried out.
Regards,
Chetan Bagga

Rebates : partial settlement and finall settlement in same order type

Hello,
I have to activate manual payment procedure for rebates
But when I put the order type which is the same than the one specified in the final settlement, i got a message VK340 telling me this document type is not allowed for partial rebates.
I've compared this order type to another one permitted by the systele, i can see no difference.
In both cases we are speaking about credit note so it could be possible ?
Thank for your help,

Hi
ya of course , Generally we use Order type R4 for Partial settlement amd R3 for Final settlement.Eventually Credit note and final bills r generated consequently.
So,error is right,
Plz Go to T.Coed Agreement type VB(2 and brush up the concept.
Thanks
mk
Note U can even make partial payment Via VBO2.Which give u credit note against that.

Rebate agreement settlement

Hi thr,
I settled a rebate, but later found out the rebate recipient is different. I cancelled the credit memo but did not realize that I had to cancel the credit memo request. So this morning another credit memo was created which I cancelled and the credit memo request I made its items zero. I thought the funds would go back to the rebate but the rebate is still showing settled.
Could someone please let me know if after settlement a rebate credit memo is cancelled, will the money go back to the rebate? Where can I check as to where the money has gone?

Hi
The accrual would not get posted back to the rebate once you create the final settlement request. The system makes the rebate non editable after this and changes the status to D (settled). The way out is as follows:
1. Make credit memos item as zero and then post the credit memo for zero.
2. Create a new rebate agreement with reference to the old one. Everything (conditions, recipient, validity, customers) would get copied.
3. Once copied save it and run VBOF. The accruals would be re posted once again. (No manual accruals can be reposted though- only accrual through actual invoices).
4. Settle the rebate for the correct amount.
Regards
Indranil

Rebate- Mass settlement

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