Rebate Processing for payer

Hello Gurus,
Can any one elaborate that how to see whether rebate has been processed for payer.?
Regards,
Savi

Hi Savi,
Your requirment is not clear but if you want to see the rebates which are already released then Go toT-code VB(8
Or sales summary then check T-code VC/2
Regards,
MT

Similar Messages

  • Extended rebate processing for INDIRECT sales

    Hello All,
    Does anyone of you configured extended rebate processing for indirect sales?
    If yes i would need some help on steps which needs to be carried out. I particulary have rroubles with generating confirmation of sales.
    Please advise
    Thanks in advance
    Mike

    You can find the building blocks at http://help.sap.com/bp_cp1600/CP_US/HTML/bb_scen_list.htm
    If you want to activate the functionality, then you can refer OSS 1520390 - Activation of Enhanced Rebate Functionalities - IMG Customizing Transactions - SAP Menu
    Regards,

  • Extended rebate processing for INDIRECT sales (Consumer products solution)

    Hello All,
    Does anyone of you configured extended rebate processing for indirect sales?
    If yes i would need some help on steps which needs to be carried out.
    Please advise
    Thanks in  advance
    Mike

    You can find the building blocks at http://help.sap.com/bp_cp1600/CP_US/HTML/bb_scen_list.htm
    If you want to activate the functionality, then you can refer OSS 1520390 - Activation of Enhanced Rebate Functionalities - IMG Customizing Transactions - SAP Menu
    Regards,

  • Rebate Processing for Customer group

    Hello Gurus,
    I need to define a material rebate group agreement for a particular customer group ( abt 6000 Customers). How do i do it?
    While creating a rebate agreement we have to mention the payer. In my case the payer is different for each customer.
    Please let me know.
    Warm Regards
    Prashant Joshi.

    Hi Prashant,
    ...During rebate settlement credit note, the system automatically defaults the payer from the rebate agreement.
    Same is the case with customer hierarchy rebates.
    Yes, this is default functionality when using standard rebates agreements.
    That makes sense when all the rebate due is paid to a single customer (might be a purchasing central or a specific pay-to party).
    In my case the payer is different for each customer.
    OK, what you want to do is to send a different credit note to each customer.
    You have 2 solutions:
    - Define a different rebate agreement per payer (standard rebate agreements)
    - Use only one extended rebate agreement to get the functionality you need.
    Extended rebate agreements are special because they allow you to customize how the credit note is "splitted" between different partners and to which partner it is paid.
    The benefit of an extended rebate agreement is that only one rebate agreement is maintained. Also scales take in account the whole sales volume!

  • Scale base value in rebate processing for CM /DM must not be updated

    I created a rebate condition type with calculation type A (percentage) and scale basis C (qty). The billing types for credit and debet memo are set relevant for rebate (TVFK-BORVF). The value of a credit / debet memo is added to the condition base value in the rebate agreement and the quantity to the scale base value (standard). For us it is not an option to create credit and debet memos without quantity. What I need is that the value is added to the condition base value but the quantity is not added to the scale base value. How can I achiev this?
    Example
    standard order   Qty 1100, value 11.000
    CM                      Qty 200, value 500
    Rebate agreement with scale
    0 to 1000    4%
    from 1000  5%
    The final settlement must calculate 5% over 10.500. Currently it calculating 4% over 10.500.
    Thanks in advance

    hi,
    check out the following link:
    http://help.sap.com/erp2005_ehp_03/helpdata/EN/de/5e74c39d3211d596fc0000e835339d/frameset.htm
    Regards,
    siddharth.

  • 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

  • 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

  • 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

  • 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.

  • 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 process

    Hi,
    this is the process we are doing
                         1.create a bonus agreement (VBO1)
         2.Icheck if all relevant materials are included (VBO2)
         3.run VBOF u2013 update sales volume
         4.release an agreement for settlement - run VBO2 to change a status and calculate amount of  bonuses
         5.create a final setlement u2013 credit memo request  is created automatically
    in this credit memo request Alt.tax classific i need to change.i am trying to change but it's not updating in va02. what is the process for this.
    thanks,
    pandu

    Hi Pandu,
    Check the below process.
    "1.First you need to create the rebate agreement in VBO1.
    2. You need to maintain the Rebate recipient(payer) within the overview
    3. then you need to create the condition record for this rebate.which should have been assigned to
        the pricing procedure in config.
    4.within the condition record(Goto->payment data) you will see the total payables(accurals) to the
    customer and the amount already paid(rebate payments).
    5. Once the billing document is saved and accouting document created, then Accurals field will be
         populated with the rebate amount as per the condition record.
    6. Now to pay the rebate to the customer, we need to click on Rebate payments->pay, which will
       bring a screen where you can enter full amount or partial amount.Once you save this, credit memo
    request will be created(document type B3, needs to be maintained in the rebate agreemnt type) with the billing block with Credit memo
    7. by using this credit memo request, you can create credit memo, with this the rebate amount will be
    paid to the customer and Accurals reversed field in the VBo2 will be udpated with the amount which
    is paid."
    Thanks,
    Srini.

  • Rebate Activation for Customer

    Hi Gurus,
    For Rebate functionality as per standard it is required to activate the payer master record of the Customer for Rebate functionality.
    In our case Customer X has a payer as Y. Is it sufficient if i activate Y for rebate functionality Or it is required to activate both X and Y masters for rebate functionality.
    Regards,
    Babs

    Hi
    Rebate process in logistics takes a shape only after billing or from the billing document
    ( Even the sales order PP has rebate condition types But they have a requirement routine that calculates the same and only from billing document  say requirement routine 24 and 25)
    Payer is the header and the controller of the billing document
    Hence it must be actvated at the CMR of the payers master records (no need at SP level) And activating at both master records might reflect on system perforamance According to me not reqd to be activated at SP level
    You mean to see always the rebates are created for the payer master records and not with the customer master records.
    Yes with payer master only
    Regards
    Raja

  • Doubt in rebate agreements & rebate processing

    Hello,
    I have 1 question.
    Can rebate agreements be used for Commission calculation? In rebate processing, can the Payer/sold-to party for the commission recipient be changed from the Customer to a customer defined partner for the pricing in a user exit or other programming change?
    can someone please clarify my doubt.
    Regards,
    Radhika

    Hi,
    yes, we used rebate agreements in a previous project for the commission calculation for the sales reps. We have created one rebate agreement by customer and sales rep, whereas the sales rep was the rebate recipient. If I remember correctly, we have set up the sales reps as a separate account group with partner function ER (Employee Responsible). I think that we linked the SD customer master record with an HR mini-master record. However, I think you don't have to have the link to HR master data.
    Regards
    Abhijeet

  • A business agreement must be entered for Payer

    Hi
    While creating sales order showing floowing error message
    A business agreement must be entered for Payer xxxxxx
    if i go in Details  it is showing following messge:
    Diagnosis
    The field "FI-CA active" is selected for Payer xxxxx in the business partner record, that is, the payment transactions are processed via the R/3 component. A business agreement must be entered for this process.
    Procedure
    Enter a valid business agreement.
    I am not getting where i need to main these settings.currently i am working on CRM 7.0
    Can u please help me out to solve this issue
    Thanks & Regards
    Kishore Kumar

    One simple way if you want to get rid of this error (mostly for testing purposes/may not be relevant for production system) is
    go to CRM SPRO->MASTER DATA->BUSINESS PARTNER->BUSINESS AGREEMENT->DEFINE BASIC SETTINGS->  (HERE DE-ACTIVATE THE FI-CA INDICATOR).

  • 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

Maybe you are looking for