Rebate processing and settlement

Hi All ,
how can i make the base for my scal in rebate is always zero (eg: 0: 1000 > 1%, 0:2000->2% , 0:3000--->3%)
and how can i make partial settelment to my rebate agreement?
htanks alot.

Hi,
You can maintain rebate scale type in Rebate conditions by V/06, see tab SCALE
And you can settle it by t-code VB(7
See under ACTIONS
there is optuions available final, partial settlement etc.
Kapil

Similar Messages

Rebate processing and creating credit memo equest automatically

Hi all,
I execute the extented rebate process and when it's executed, B3E bill type is created automatically.
But, here i want the system create B3E sales order(credit memo request) create and manually create the bill when i intend to.
If you ask why, i want to use "order reason" in the sales order-the standart SAP usage.
Is it possible? I there any customizing for this to happen?
regards,
Mary

For creating credit memo request use business object BUS2094
You can also try the function module BS01_SALESDOCUMENT_CREATE

Rebate agreement was manuelly processed and Settled But Accruals are still

Dear SDN Team,
Can you please advice how to resolve the below issue as seems it was very critical.
The problem is below:
Rebate Agreement was created and it was settled manually completely. Once it was settled it was created the Rebate Credit Note. But Still the accrual is seen in Rebate agreement even the Final settlement is done with status "D".
Looking for your advice in order to resolve this problem.
The issue is critical - auditing is going on for years end closing
Thanks and Regards,
Jai

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

Vendor Rebate for Partial Settlement

Hi gurus,
I need your help, I am new with some part of the Rebate process and this is my case. I have a rebate agreement where the validity date is 01.01.2009 to 31.12.2009.
We have many POs, GRs and IVs for the Vendor assigned to this agreement and the rebate agreement have one condition record with many discounts (like 10) with the validity date 01.01.2009 to 31.12.2009.
I can see the POs where the discount was applied.
The situation is that I want to execute the partial settlement for this agreement FOR today, transaction MER4.
Then, in the "Settlement date" field I have selected = 31.03.2009 and
I have the option "Perform settlement accounting" selected too (it is in the Control data:settlement run section).
But, the system is telling me "No rebate arrangement chosen" and I know that I have Invoice Verifications made, why I cannot do a partial settlement?
Could you help me please?
Kind regards,
SP
Edited by: SANDRA PALOMO on May 3, 2011 2:41 PM

Sandra,
I know this post is closed but seems like you worked on Vendor Rebate Process.I am working on this first time.I have following scenario
I have one vendor for which we like to have vendor rebate for some specific materials.. The rebate is 10% of purchases, accrued monthly, receive quarterly and we like the moving average price should be reduced by the 10% rebate.
Can you please give me some guidance ?

Purchase rebate process pricing procedure RM5001 missing in ECC6.0 EHP4

Hi All,
We are implementing Purchase Rebate Process and recently we have upgraded from 4.6C to ECC6.0 with EHP4 package. In customisation for subsequently settlement for Rebate process we have only 10 pricing schemas where as it has supposed to be 26 procedure including pricing procedures for subsequent settlement.
Please let me know any business function needs to activate or any SAP note need to implement.
Thanks&Regards,
Chand

Hi Tej,
Thanks for the reply.Ours is not Indian client but US client hope this note wont work can you please susggest any other method,
Thanks&Regards,
Chand

How to activate Extended Rebate Processing in Customizing for billing?

sap gurus:
How to activate Extended Rebate Processing in Customizing for billing?

SAP Knowledge Base Article
1520390 - Activation of Enhanced Rebate Functionalities - IMG Customizing Transactions - SAP Menu
Version 1 Validity: 19.10.2010 - active
Language English
Symptom
Enhanced Rebate Functionality is not available and should be activated
In the customizing IMG (Transaction SPRO) the node for Extended Rebate with the relevant customizing transactions are not visible
The SAP Menu does not include the transactions for Extended Rebate
Environment Enterprise Function EA-ISE must be available in the system (visible in transaction SFW5).
Reproducing the Issue
Call transaction SPRO
Node Extended Rebate Processing is missing:
IMG
Sales and Distribution
   > Billing
        > Rebate Processing
             > .................
Resolution To activate the Extended Rebate Processing and make the node and customizing transactions visible proceed in the following way:
Call transaction SFW5
In the folder ENTERPRISE_EXTENSIONS choose the function EA-ISE
Activate this enterprise extension
Thereafter the menu path in SPRO for Extended Rebate Processing will be visible:
IMG
Sales and Distribution
   > Billing
        > Rebate Processing
            > Extended Rebate Processing
                        * Settings for Agreement Types
                        * Set up Variable Key for Rebate Settlement
                        * Check Variable Key for Rebate Settlement
                        * Activate Extended Rebate Processing
                        * Simulate And Execute Reorganization of Statistical Data
Furthermore the users will have the relevant transactions available in the SAP Menu:
SAP menu
> Logistics
     > Sales and Distribution
          > Billing
               > Rebate
                    > Extended Rebate Processing
                         * RBT_ENH_VB7 - Extended Rebate Settlement
                         * RBT_ENH_ACT - Update of Indirect Sales
                         * RBT_ENH_PLAN - Update of Indirect Planning Data
For futher infomation on the extended rebate process please refer to the following links of SAP help portal:
http://help.sap.com/erp2005_ehp_04/helpdata/EN/5a/5b9b3c0f4da40ee10000000a11405a/frameset.htm
http://help.sap.com/erp2005_ehp_04/helpdata/EN/79/a5ee3c1f63a518e10000000a11405a/frameset.htm
Keywords
Extended rebate agreement, extended rebate processing, erweiterte Bonusabwicklung, Menü, Pfad nicht vorhanden, aktivieren, erweiterter Bonus, Bonusabsprache
Header Data
Released On
21.10.2010 08:01:20
Release Status
Released to Customer
Component
SD-BIL-RB-ENH Enhanced Rebates
Other Components
   SD-BIL-RB Rebate Processing
Priority
Normal
Category
How To
Product
Product
Product Version
SAP ERP Central Component
All versions
SAP R/3 Enterprise 4.7
All versions

Rebate processes

sap gurus
pls clarify me about rebate processes and final settlement and manual accurulswith examples.

Dear Siva,
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.
Working with 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.
I hope it will help you,
Regards,
Murali.

Rebate Processing Periodic Payment

Hi,
I am implementing rebate process and wants to know configuration required to be done for enabling Periodic payment and how we can make it done based on Billing date instead of service rendered date, if possible

Hi Naveen
about the date to be considered for rebate i suggest to do as follow:
Create a data transfer routine (Tcode VOFM) and implement the logic in such a way that the service rendered date is filled with the billing date so that for the system is exactly the same.
Let me know if u nedd further assistance
Regards
Carmine

Extended rebate processing - Rebate settlement

Hi there,
can someone please give some ideas on this one:
we are using extended rebate processing in ECC 6.0. We would want to be able to manually pay a customer out of a rebate agreement or change the amount of a settlement to the customer (either to less or more than the system has accrued for).
For some reason the option to manually settle is always blocked in my extended rebate agreements. Since the extended rebates do not create a credit memo request anymore but directly a credit memo I also see no option of changing the amount when partially settling the agreement.^
Does anyone know if the flexibility to manually settle and/or manipulate amounts in the partial settlement is not available in the extended processing?
Thanks
Kai

Hi,
With the usage of the enhanced rebate procedure the manual payment
is not possible any more.
Note 638974 describes the problem, that even though it should not
be possible any more, this options was still available on several
menu items but the result was not correct.
The solution of this problem as described in this note is NOT to
re-enable the manual payment. Instead the solution is to deactivate
this option in the remaining menu items.
For agreements, that do not use the enhanced rebate functionality
the manual payment is still available.
One additional important change for enhanced agreements is, that
instead of a credit memo request the credit memo is created directly.
On the other hand if you want to change the value for the credit note
itself then the note 515132 and the userexit LV69AFZZ could be used.
Regards,
Alex

Normal and Extended Rebates Processing

Hi All,
Can somebody please explain in detail, the difference between Normal and Extended Rebates Processing? Please provide some docs or links.
Regards,
Raghav

Hi Raghav,
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.
Following is complete config guide of extended rebates:
http://help.sap.com/bp_bblibrary/600/Documentation/G63_BB_ConfigGuide_EN_US.doc.
Thanks!
Preethi.
Edited by: preethi R on Nov 26, 2008 7:39 AM

Payment and Settlement in Rebate

Dear Gurus,
Can any one explain the difference in b/w rebate payment and the settlement.
at the time of invoice rebate created with rebate expense debit and rebate payable credit lets say by $50.
when i did manually payment system create a credit memo request of lets say $50 and post a credit note, only one line of condition type appear in the credit note, and entry made of rebate payable debit $ 50 and customer credit of $50.
if i made the final settlement system again take into account the above figure which i assume is not correct.
Looking for the advise, so that problem can be resolved.
Hope gurus will see this.

But Dear do tell me one thing that I have credit the accural, through credit memo where system credit the customer account that is ok.
but final settlement basically revert all the credit, and again debit the customer account.
Looking for your response.
Regards,

Intercompany Netting and Settlement process

Hi Guys,
I am new to the intercompany transactions. Please anyone of you can explain or guide me to some documentation on what intercompany netting and settlement process means and how to do it...that would be great.
Thanks and Regards,
MS

Hello,
If you can let us know the business scenario and context in which you are asking, it would be better for us to explain in more detail.
However, you can go through the following just for your clarification.
You can post the cross company code postings even between two controlling areas. The system does not prevent to post documents between two company codes in two controlling area. Need not necessarily they should be under one operating concern. Provided you have to make sure that you have followed the following points:
In OBY6 - To company codes must be assigned to same Company, meaning that you mus thave created a Company and that company must have been assigned to these two company codes.
OBYA - You should maintain the clearing accounts in both the company codes. Meaning that you are posting one leg in one company code and the other leg in the other company. Therefore, it is required to have the missing legs in each company code.
Company Code1 - Posting Key 40 - Clearing Account
Company Code1 - Posting Key 50 - Clearing Account
Company Code2 - Positng Key 40 - Clearing Account
Company Code2 - Posting Key 50 - Clearing Account
OB08 - In case if the two company codes have different local (company code) currencies, you may maintain the exchange rates.
You can now go to F-02 and post a cross company code transaction giving the first leg in first company code and the second leg in second company code. Missing leg in the first company code will be posted to the GL Account mentioned in OBYA and the missing leg in the second company code will be posted to the GL Account mentioned in OBYA. That means you will have four line items overall.
The system will post three document.
Document 1 in First Company Code
Document 2 in Second Company Code
and
Document3 - Cross Company Code Document.
The cross company code document consists of the first company code document number plus company code plus last two digits of the fiscal year.
Hope this must have clarified your doubts.
Please let me know in case if you need further details.
Thanks,
Ravi

Rebate Processing - Value Difference -Verfication level and Sales Volume

Dear All ,
We are using standard rebate process - Customer Rebates and we have encountered the following issue .
1. The Rebate agreement was created on 01/12/2010 with validity from 01/12/2001 , valid through 31/03/2010.The Rebate recipient was not activated for Rebate in the month of DEC 2009 and was activated on 15/01/2010 . We have executed VBOF and found that the Accruals are calculated from 15/01/2010 till date which is 25,010 USD ( for the invoices which are created from 15/01/2010) but it is not taken into consideration of the invoices which are created in the month of December 2009.
We have checked and calculated manually the accruals which is amounting to 35,575 USD for the period ( 01/12/2009 to 14/01/2010) . This accrual amount is not updated for the agreement .
Can any one give inputs on this issue.
Thanks in advance .
Regards
Veera
Edited by: veera PV on Mar 6, 2010 11:07 AM
Dear All ,
I have executed the VBOF couple of times and the sales volume is updated correctly now - 51,277.20 USD . but when i selected the agreement and clicked on verfication level it is not showing up all the invoices and the value shown is 43,025.10 USD . There is difference of 8252.10.
Now the issue is how do i get all the invoices in the verfication level.
Can any one give inputs on this .
Thanks in advance to all of you.
Regards
Veera
Edited by: veera PV on Mar 6, 2010 11:08 AM

Hello,
please check this thred Re: VBOF Issue related to updating Old Invoices after activating Rebate Check.
Best regards,
Ivano.

Aproval Process for Shipping cost document and settlement

Hi
Is there any approval process for capturing shipping cost and settlement (Using t codes VL31N,vt01n &VI01)?
MVRao

Hi
This has been closed and done through development.
Maganti rao

Can u tell me waht r the steps involved in rebate processing

hi guru's this is suresh.advanced thanks for all gurus

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.
With Compliment: Srini
I have this same problem found in:
http://www.sap-img.com/sap-sd/rebate-process-with-ref-to-so.htm
However, can somebody explain it as I have problem in understanding the link.
What exactly do you wish to know in Rebates? The total outline of the Rebate process or each and every step in the SAP system?
First of all rebates are more or less discounts which are offered to customers. The rebates are based on the volume of the business the customer does with you within a specified time. for eg if the customer agrees for Rs.1 Crore worth of business with u in 1 year, then you activate your rebate porocess. if at the end of the year the customer DOES achieve the target u offer him say 2/3/4 % whatever is decided. The rebates are passed on to the customer in the form of Credit notes.
The rebate can be given to the customer at one time or in installments also.
This is broadly the outline of the rebate process.
R.Sreeram
Note : I recomend you to study the theory part of why rebate and why not a discount.
This will help you understand better.
May be I can help you with rebate process.(IN -IMG)
1. define a rebate agreement type
2. define a condition type group
3. define a condition type and place this condition
Type in the pricing procedure.(REQUIREMENT=24)
ALSO IN THE PROCEDURE- ACCRUAL KEY = ERU
YOU ALSO HAVE TO DO THE ACCOUNT DETERMINATION FOR REBATES.
Once you have defined all the 3 and assignment starts.
Assign the agreement type to the condition type group
Assign the cond type group to the condition type.
Condition technique is also used in rebates.
REBATE ACTIVATION- IN CUSTOMER MASTER, SALES ORGANISATION AND FOR THE BILLING DOCUMENT.
After having done this please proceed to maintain the condition record for the rebates (transaction code-vbo1)
Note: if you maintain the requirement coloumn with the requirement as 24 - the rebate will be affected in the billing document and if you dont give the requirement as 24 your rebate will be affected in the sales order.
The rebate process is completed when you have created a credit memo to the customer.
The document type for the partial settlement is R3.
Please make sure you open two screens SO THAT YOU CAN COMPARE THE NEW ENTRIES WHAT EVER YOU'RE DEFINING WITH THAT OF THE STANDARDS or first you try with the standard condition type boo1, boo2
boo3 boo4.
AFTER YOU HAVE FINISHED A COMPLETE SALES CYCLE OF CREATION ORDER , DELIVERY AND BILLING.
GO TO THE CONDITION RECORD IN CHANGE MODE (VB02) AND SETTLE THE ACCOUNT PARTIALLY.
I hope this will be of any help to you.
Praveen
In a simple way,
1. First you need to create a Rebate agreement.
2. Create condition record for rebate giving the rebate rate and accrual rate.
3. when the rebate relevent billing doc is generated, the rebate and accruals are determined and posted in a seperate GL account as a noted item - amount to be settled. Also it gets copied in the rebate agreement.
4. create settlement run using credit memo request and then credit memo to settle this amount with the customer.
Source : SAP-IMG

Rebate processing and settlement

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