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

Similar Messages

  • 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

  • Extended Rebate Processing

    Hi All,
    Extended Rebate Processing functionality does not provide functionality to generate an advance payment (= partial settlement) for any amount from the rebate agreement.
    We will need to be able to create a partial payment at the beginning of the period, without Accruals being created.
    Within Extended (Periodic) Rebate Processing this is not possible; however this is possible within the classic rebate processing.
    It should be possible to have the PAY button   available again in the Rebate Agreement. This will allow the users to create an advance payment from the Extended Rebate Agreement.
    Please let me know how to activate this.
    Regards
    Rajesh

    Hi,
    Go through the link below you will find configuration and function of extended rebate processing.
    http://help.sap.com/bp_bblibrary/600/HTML/G64_BB_EN_US.htm
    click on configuration  guide link on Right,  on the link given.
    Hope this help.

  • 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.

  • 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 -  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.

  • 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?

  • 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

  • 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

  • Rebate processing & assign provision account

    Hi
    When configure rebate processing ,account determination for rebates / assign G/L account / accounting key  step we maintain table like below.
    application/condtype/chartAcc/salsOrg/Actkey/GL acc/provision acc.
    Here I have a doubt.what is the purpose of assign the provision account number
    thanks&regards
    sagar

    Hi Sagar,
    The provision account number is where the rebate amount from the invoices is posted to during the rebate period. It is posted with an approximate percentage as the precise percentage will only be known, when the agreement is settled. At the time of the settlement the actual sales is summed up and depending on the agreement details a percentage is found to calculate the final rebate amount. The credit note for the settlement will clear the provision account for the amount posted during the rebate period.
    best regards
    Michael

  • Re: Rebate Process with Debit Note

    Hello friends,
    Normally at the end of the rebate settlement process, we end up creating a Credit note for the customer.
    I would like to know the process/settings in the rebate processing in which , if we have to issue the debit note to the customer, what would be steps involved.
    What impact would be on accounting documents? Pl.Help with detail information.
    Thanks
    Julie

    Hi
    I feel in real time this process may not applicable, rebate process nothing but a kind of discount, which avail to the customer in the future.
    Discount can account as accural in SAP and will be given the at the end of the contract period either by credit or by material.
    Reward if it helps
    Regards
    Prasanna R

  • 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

  • HT5622 I was making new Apple ID with my other Email on iTunes, but I canceled the process on payment page. After a while i went to make a new ID with same Email but it says the Email is already in use! what should i do?

    I was making new Apple ID with my other Email on iTunes, but I canceled the process on payment page. After a while I went to make a new ID with same Email but it says the Email is already in use! what should i do?

    You will need to try changing the email address on the first account and see if you can then re-use it on a new account - you can try changing the email address via http://appleid.apple.com or by logging into it via the Store > View Account menu option on a computer's iTunes (if you don't have a spare email account then you can create one via http://gmail.com or http://hotmail.com)

  • 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

  • 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

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