Rebate processing conditions

I am evaluating implementing rebate processing at my company. I would like to know if rebate processing has any capability for the following...
Customer X has a rebate program for 1% if they purchase 50,000 units of a group of materials.
In order to be eligble for the 1% on the 50,000, Customer X's purchases must include at least 3000 units of a specific material.
Any way to do this inside of one rebate agreement? My thought is you could set up one agreeement for 47000 not including the specific material and another for 3000 units for the specific material. If the rebate agreement for the 3000 units is met, then decide to settle the one for the 47000?
This is a common program we want to be able to address through rebate processing so i want to ensure it is feasible.
thx

You can achieve this by Material Rebate based on Group of Materials.
A rebate group consists of materials to which you want to apply the same rebate. You can define rebate group in Customizing for Sales according to the need of the orgn. You can assign a material to a rebate group in the MMR: view- Sales, field- Rebate Grp. When you create a cond record, you must enter a settlement material.
Hope this can assist you.
Thanks & Regards
JP

Similar Messages

Purchase Rebate Process with Vendor - Material Group combination in SAP

Hi Guru's,
I have done with Purchase Rebate Process with Material in SAP by doing following steps,
Created Agreement Type with Material Rebate
Created Rebate Pricing Procedure
Created Schema Group, Vendor
Maintained Purchase Rebate Agreement via MEB1 and created a Purchase Order where I could able to view the Rebate condition type gets determined based on the rebate agreement which has been created for a specific material.
Now from experts I would like to know the Volume based rebate arrangements Purchase Rebate Process with Vendor - Material Group combination in SAP .
If required provide with detail steps explaining what configuration and master data to be in place to complete this process.
Following thread I got it from SCN.SAP forum,
http://scn.sap.com/thread/3663225
Where it has been discussed this type of requirement Purchase Rebate Process with Vendor - Material Group combination would be a GAP.
Kindly throw some ideas on this process to carryout from my end.
Regards,
Kumar.S

Experts,
Please respond if post is not clear then let me know.
Regards,
Kumar.S

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

Probel on rebates processing

hi all
curentlly i am working on rebates...
i did all necessary configurations setting to rebates processing ,,
i did below steps
cerqating rebate aggrement type like 0002.
*condition technique concept for rebate processing .
*a/c det for rebates processing.
*activation of rebates processing.
*maintain condition records. in VBO1.
After this steps i raise a sales order for sold to party. and done the business process up to 4 times.. then i want see the rebate settlement..
so for that i go for vbo2 and clicked on valume icon, and checked verfication levels..and just came to back and clicked on manual rebate icon ..in that wea\ are maintain the patial settlement..
here to i didn't found the next step how to go?? pls any one help me if you have any document pls mail me at [email protected]

Please take a look at point 3 in the OSS Note 821267
<b>3. File Locking</b>
Q: Does the File Sender Adapter honor if another process has locked a file for exclusive use?
A: Unfortunately, the J2EE 1.3 technology the File Adapter is built upon does not support file locking. This limitation affects the File Adapter's operation. Depending on whether the JRE implementation for the operating system under which the adapter runs uses mandatory file locking or advisory file locking, opening a file that is currently being written to by another process will fail or not.
If opening the file fails, no problem exists and the adapter will try to open the file each poll interval until it succeeds.
However, if opening the file is not prevented by the operating system, the adapter starts to process the file although it is still being modified. Since SP11 of the component XI 3.0 ADAPTER FRAMEWORK CORE there is a parameter named "Msecs to Wait Before Modification Check" in the advanced settings of the File Sender channel configuration to work around this issue. This setting causes the File Adapter to wait a certain time after reading, but before sending a file to the Adapter Engine. If the file has been modified (which is basically determined by comparing the size of the read data with the current file size of the input file) after the configured interval has elapsed, the adapter aborts the processing of the file and tries to process the file again after the retry interval has elapsed.

Extended Rebate Processing - Data flow in tables

Hi Gurus,
Can somebody help me understand how data flows through various tables in extended rebate processing. i.e. once a new condition record for a rebate agreement is created, in which table it is updated first? Once VBOF is executed, which are the tables taken as reference and which are the ones updated on execution.
Please explain wrt all concerned tables and info-structures like KONA,KONV,KONH,KONP,S136 & S469.
It'll be a great help if somebody could explain thoroughly.
Thanks & Regards.

Thanks Arun.
I understand now that to have the extended rebate functionality we have to activate the generic Business Function- EA-ISSE (Industry specific sales enhancement).
I am more interested in the Indirect sales functionality for which I understand we have to use the Pendulum List Indirect Sales component.
I have a situation where I am a producer and I have wholesalers who have end customers. The end customers may or may not belong to a corporation(an umberalla organization) .
I want to set rebates on the sales of the end customers. The sales details of the end customer would be given to me (producer) by the wholesaler. But the rebate payments, I (the producer) want to pay it out to the Wholesaler ( I understand the standard solution is to pay out to the end customer) with details of each end user rebates.
Do you have any pointers to how this could be acheived?

Posting date for CM rebates via Extended rebate processing

Hi,
we have the following scenarios for an extended rebate processing:
1> rebate agreemetn validity period = upto Sept 30 only
2> Settlement Date = Oct 5
3> CM posting date of the rebate is Sept 30
How is it possible to make the CM posting date to the current date and not the valid to date?

Hi Mark,
I'm not sure, but I understand that you want to change the value of condition while you are running it. Check BADI SD_ENH_REBATES, method V13A_VERIFICATION, I see that you can change I_E_KONP. I am never use it, only I know it, so I don't tell you what kind of troubles you can find.
I hope this helps you
Regards
Eduardo

SD rebate processing.

Sales departement uses as standard process creating rebate agrements
retroactively. Problem is with invoices cteated before establishing
agrements. We use recomended report RV15B003 for recalculate subtotals
for rebate processing, next step if transaction VBOF or report
SDBONT06, all is without succes. New agrements not contents invoices
relevant for it. Agrements established not retroactve are in order.
Notice, customer masters are marked as relevant for rabate, relevant
invoices after RV15B003 contents relevant condition for rebate.
Please send us what will be well to do for processing.
Best regards
Karel Spanek SAP SD specialist.

You can use Exclusive Free goods functionality.
So, here the customer pays for the goods ordered and receives additional goods.
This is known as exclusive free goods and means that free goods is granted for an additional quantity to that in the purchase order.
More is delivered than was ordered and the additional quantity is not billed.
The goods delivered as free goods do not have to be the same as material ordered.
When 5000 kgs are ordered, the you supplies LCD TV as free goods.
But, as I said earlier you need to work with ABAPer for Scales.
May be you need to have a Z Table for the scale.
Thanks & Regards
JP

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.

Rebates - incorrect condition type used

I have one rebate agreement (promotion) that has two conditions types attached, one is for Customer Hierarchy/material and the other is Customer/material, both are a fixed amount but going to different accounts.
The promotion payment has been partially paid but the user paid against the customer /material condition instead of the customer hierarchy /material condition. How would I correct this in accounting and how would one prevent this from happening in the future?

Hi,
1) Normally there is a rebate reversal document type set up in the system.
You should use this document type to reverse the entry. You need to close the rebate.
2) Fix the setting or configuration. The posting to the account must be done automatically.
3) Create new rebate.
4) Run retroactive rebate processing.
Regards

Field selection in Rebate processing

Hi Expert,
I want to consider Quantity Contract number (VBELN) as one of criteria for rebate processing when i create condition table accordingly and add this table in access sequence and select Fields tab system shows Condition as VBELN, Document struct as Blank, Doc Field as Blank,I/O as RED light.Also system issues a message that select document field for VBELN message no VT510.
I think there are limited fields available for rebate processing.
Please suggest the solution for above problem.

Hi Balu Mandade
VBELN is the Current Sales Document Number. whether it is invoice or billing document or delivery.
This will not take the quantity contract number. if you want the quantity contract number, then create a new custom field in the communication structure KOMPAZ and MODIFY THE USEREXIT_PRICING_PREPARE_TKOMP to retreive the quantity contract document from the sales order and pass it to the custom field.
The Quanity contract can be obtained either by the document flow of the sales order number or by the vbap-vgbel. ( if the sales order is created with reference to a quanity contract)
Then create a new access sequence with the custom field and then create a fresh rebate agreeement. and invoice.
Now the system reads the quantity contract iformation and if there is any cond record maintained, it will trigger in the invoice.
This excersise is necessary because the rebate conditions are triggered only in the invoices and in the invoice table VBRP we dont find the quantity contract information.
Rgds

Trade promotion management for rebates processing

Hi All,
I am looking for configuration or step by step procedure on trade promotion management for rebates processing. Any document that gives the condition types to be used, set up of trade promotion, determination of the trade promotion related conditions in sales order, accruals of such rebates will be helpful
Regards,
Praveen

sorry, I can't login a CRM server now, but I try to answer your question by my memory
u2022 What condition types are required for rebates
the condition type for rebate is special, different the normal pricing condition, the rebate condition has a different condition usage. you can define the rebate condition record in rebate related SPRO path
u2022 How are they linked to TP and how the conditions flow to ECC
the condition generation configure in TP link the condition with TP type, you can check the configuration in SPRO
u2022 How are these conditions determined in sales order
the rebate also need to configure to the sale order, this configuration is under SD rebate path, and you can upload the configuration by middleware synchronize object from CRM
u2022 Are there any agreements that need to be created
the aggrement will be created automatically if the rebate condition can be generated in CRM TP. pay attention that the spend type table in TP WEB UI page has a button named 'rebate generate'
u2022 How does accruals happen
the accrals is depend on the funds plan, if fund plan created and configure for accrualls, you can launch a job background for accrual base on a fund plan from WEB UI
u2022 How is it linked to funds, what set up of funds is required
the funds is link to fund plan, fund plan link to TP. There is no directly link between funds with rebate, but they have indirect relationship through spend category, method,... E.G. you configure a rebate belong to a spend category, and you can configure the spend category in fund determination with TP.
The funds will be determined when TP created
u2022 How validation happens from claims
validaion happens in claim processing, in claim, the spend value will be fetch from fund usage, and bring to the validation screen, you can edit the validation data, and claim will generate the billing due list according to the validation you input.

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

Rebate Process Trouble Shooting

Rebate Process Trouble Shooting.
New Cancellation Procedure for Excise Invoice in India.
New Cancellation procedure deactivation in India.
Free Goods Quantity Proble.
New Pricing Rule based on the business scenarios
Any info on SAP Notes relevant to these
Regards,
M

Dear Manisha,
Rebate Process Trouble Shooting.
Refer OSS note 75778
New Cancellation Procedure for Excise Invoice in India.
Refer OSS note 551932
New Cancellation procedure deactivation in India.
Refer OSS note 339928
Free Goods Quantity Proble.
Refer OSS note 629679
New Pricing Rule based on the business scenarios
Refer OSS note 24832
Regards,
Rakesh

Issue on Indirect Sales Rebate Processing

Hi Gurus,
I am working on Indirect Sales Rebate Processing in ECC 6.0, I got Struck at Updating of Indirect Sales info structure S961 at Transaction RBT_ENH_GEN where in background Billing Documents has to be generated, which is not happenning.
As this in High Priority, please someone help me in this regard.
Will be appreciated for an Immediate reponse.
Thanks in Advance
Raj

Hi Leo,
The scenario with coupons / points is managed in SAP CRM and is part of Loyalty Management:
/people/bhushan.khadpe/blog/2008/11/13/sap-crm-70-loyalty-management-high-volume-execution
I am sorry to say that the indirect sales rebate, extended or not, will not solve your need.
Indirect rebates are used to credit distributors based on sales done on third-party customers (the customers of the distributors). These sales will be registered in SAP using a "pendulum list" and indirect rebate agreement give credit based on indirect sales volume (these are proforma billing documents generated from the pendulum list data).
My understanding is that any company that wants to manage coupons / points natively in the SAP ERP has to program this functionality itself in the ERP or to interface SAP ERP with a specialized external application.
SAP recommended solution is to implement SAP CRM, but IMHO that is an overkill for many medium size companies.
I wish there would be a way to implement specific CRM functions natively in SAP ERP, like Trade Promotion Management or Points Management, so the Customer could stick with a single ERP / CRM system
Best Regards,
Franck

Extended Rebate Processing-Pendelum List Indirect Sales

Hello Experts,
I find myself with the following requirement.
Situation:
-       Bonus/rebate payouts are currently conducted to end customers via third party tools.
-       These end customers are not served by the company directly, instead goods are sold by some agents.
-       The agents buy from the company, therefore the sales process to the end customer is not reflected in the company ERP.
-       End customers are not created as customers in company ERP systems.
Requirements:
-       Solution required to automize bonus/rebate payouts to end customers based on delivered sales revenues by the agents.
Conclusions:
-        COPA EHP functionality for extended rebate processing to be analyzed if suitable for this requirement.
I have been doing some searching and came across the “Pendulum List Indirect Sales”
“The Pendelum List Indirect Sales component is an enhancement of Extended Rebate Processing. The pendulum list enables you to process indirect sales. The Pendulum List component provides tools for automatic data import.”
Extended Rebate Processing is integrated in SAP Profitability Analysis (CO-PA). SAP Profitability Analysis supports the article-specific update of the “customer rebate”
Ref-http://help.sap.com/erp2005_ehp_04/helpdata/EN/5a/5b9b3c0f4da40ee10000000a11405a/frameset.htm
The above statements seem to fit my requirement but I am not able to find any further literature on the topic which explains in detail how it actually works. Most of the prior SDN topics are also unanswered or partially answered.
I would really appreciate it if some one could help me understand how this works and <Text removed by Moderator.>, that would be really great.
Thanks and Regards
ES
Notes: Text was removed, as you were asking either for document or video or presentation or link or step by step process, which is neither allowed nor encouraged. So, be specific when you are asking questions
Message was edited by: Jyoti Prakash

Thanks Arun.
I understand now that to have the extended rebate functionality we have to activate the generic Business Function- EA-ISSE (Industry specific sales enhancement).
I am more interested in the Indirect sales functionality for which I understand we have to use the Pendulum List Indirect Sales component.
I have a situation where I am a producer and I have wholesalers who have end customers. The end customers may or may not belong to a corporation(an umberalla organization) .
I want to set rebates on the sales of the end customers. The sales details of the end customer would be given to me (producer) by the wholesaler. But the rebate payments, I (the producer) want to pay it out to the Wholesaler ( I understand the standard solution is to pay out to the end customer) with details of each end user rebates.
Do you have any pointers to how this could be acheived?

Rebate processing conditions

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