Rebates ..

Hi !!!
We have customized rebates in our system. But the issue is that rebates are getting calculated although the settlement has already been created in the previous agreement. In other words, If for a particular billing document automatic settlement has been done and credit memo created in a previous agreement,then the system should not allow this billing document to appear in the settlement run for the next agreement but the system allows this if the billing document falls within the validity period of the next agreement.
Request you to help me out on this issue so as to prevent billing documents already settled to reappear in the settlement run of the next agreement.
Regards,
VEE KAY..

I have brought your issue to the attention of an appropriate team within HP. They will likely request information from you in order to look up your case details or product serial number. Please look for a private message from an identified HP contact. Additionally, keep in mind not to publicly post serial numbers and case details.
If you are unfamiliar with how the Forum's private message capability works, this post has instructions.
Please click the "Kudos, Thumbs Up" at the bottom of this post if you want to say "Thanks" for helping!
Please click "Accept as Solution" if you feel my post solved your issue, it will help others find the solution.
The Great Deku Tree
I work on behalf of HP.

Similar Messages

  • Free goods in lieu of Rebate Credit Note

    Hi Gurus,
    Can we have the option of Free Goods Settlement instead of Rebate Credit Note at the time of Rebate Settlement.
    Your reply is highly appreciated.
    Sadanandam Kasarla

    Hi Sadanandam kasarla
    Generally if you want to  issue free goods then you need to create a sales order and you have to deliver the stock from the storage location also. The inventory level will come down
    But if you are doing the rebate settlement. then you will be using a Dummy material to create the sales order and then  you will be doing billing . Finally only the rebate value will be settled to the customer .
    Regards
    Srinath

  • Settling Rebate through free goods in R/3

    Client is producing halogen and CFL lights for home and office use. Client is making sales through dealers and distributors in market.
    Sales regions are: North, South, East, and West.
    Sales Sub regions: Delhi, UP, Maharashtra, Karnataka, West Bengal and so on.
    Promotional Schemes:
    1)     Monthly:
    a.      Quantity targets are given for month on achieving free goods are given
    b.     No Credit Memo
    c.     For example, on sale of 1000 pcs of 20W CFL in one month, 50 pcs of 15W CFL free.
    d.     Mostly product based schemes as  to promote particular line item
    e.     Different schemes for distributor and dealers (divided on basis of customer group)
    2)     Quarterly:
    a.     Similar to Monthly with difference in time frame which is of quarter
    3)     Secondary (On basis of points)
    a.     For each qualifying product, points are awarded. On accumulation of points free gifts or goods are provided for different level of points
    4)     Annual:
    a.     Annual discount on basis sales amount irrespective of which products sold.
    Key Points:
    1)     All calculations are done on excel sheet using sales report from SAP i.e. to find the qualifying customer.
    2)     Later scheme is settled by creating free of charge sales order in SAP of zero prices.
    3)     Same product can be part of two schemes one on distributor level and other on regional or national level.
    4)     No credit memo is issued to settle schemes.
    Question: Can we map this process through rebates or any way sales such that the schemes can be created and list of qualifying customer is calculated in system itself? Later, it can be settled through free goods rather then credit memo?

    Already solved. Item Catgory settings and Downloading R/3 customizing to CRM

  • Rebate with also free goods and depending on a volume

    Hi my company wants to use the rebates but some customers prefer goods instead of cash and my company wants to decide at the begining of the year the limit from which the customers are subject to rappel
    1)     What happens if some of my customers instead of money prefer goods?
    May I modify the item category and introducing a new item relevant for delivery?
    What about a free delivery but with a follow on document of invoice. I think that I would need the invoice to clear the account.
    2)     We want that the customer enjoys of the rebate if the bought quantity (volume of purchases) surpasses a limit-value. But in any other case we have to clear the account. Is it possible to fix a limit in the rebate arrangement.

    Hi,
    I am by no means an expert on rebates, but to me it sounds like you really need to create your own custom process....
    (1) The standard rebate agreements in SAP settle the rebates through credit memos.  This assignment is made in VOFA.  Honestly I don't know that even a custom rebate agreement type would allow you to create a sales order or delivery with reference to the rebate agreement...  You can try creating a custom rebate type in VOFA and linking it to a sales order instead of a billing doc...  I doubt it will work though.
    (2) See if you can hijack the 'condition update' functionality (statistics table S071) to track the cumulative values for certain materials.  Then you can try writing a pricing requirement for the condition type, marking the condition as inactive is a certain value has not been passed.
    Please let us know if you can get any of this to work.
    Thanks,
    Ben

  • Problem with Trade-In Phone Rebate

    I purchased a a new phone and was told I could send my old phone in for the $200 trade-in rebate.  I followed all the directions, got it turned in on time, and then a couple of weeks later I received an email saying I wasn't getting the $200, instead it was going to be $182 because the phone was marked as lost/stolen.  However, my rebate was to arrive within 3 weeks.  It's been almost 2 months now, and I called today.  I was told it was locked up and the rebate would not be sent out because of the lost/stolen status.  They said I needed to resolve that.  This phone was my son's.  He bought it brand new, and then a couple of years later upgraded to an Iphone 5.  He never reported it as stolen/lost.  However, the rebate center says they can't do anything about it, we will need to contact Apple.  Apple will require the EIN? number, which I would get on the phone, if I had it.  It is at the rebate center.  No one can clear it so I'm screwed out of the rebate.  When i called, I was forwarded to different people several times only to be looped right back to the first placed I'd called.  Everyone kept saying they couldn't do anything to clear it, but no one could tell me how I could get this cleared up.  The phone was never lost or stolen, but they keep saying I have to call the place where we originally called to report it lost or stolen.  Hello!!!!  It was never reported as lost or stolen.  So I don't know where to go from here.  Can anyone help me?

    Has your son tried logging in to his iCloud account to see if the phone still shows (assuming he had Find My Phone activated)? Or contacting Apple to see if the phone still shows as registered to him? Then he can maybe verify that he did not report the phone as stolen (I'be never reported an iPhone as stolen but doesn't it have to be reported to the carrier?). Not sure if any of this will help but it's worth a try

  • Agent Commission Payment via Rebate settlement or any other

    Hi Gurus,
    In our scenario: My client business is 90% through Agents (i.e both Domestic and Exports).
    Client wants to settle the commission 1. immediately after the invoice 2. monthly 3. quarterly.
    Could you please throw light immediately to address this issue.
    As per SDN -  I have configured FA as a partner function to the Customer. But the rebate agreement will be settled with customer. But how to settle that directly to the Agent.
    Through VA05 list the sales orders per the FA and settle it manually or
    Credit memo request to the amount (%) per each and every sales order.
    Please respond to this ...
    Thanks in Advance
    Cheers
    Srikanth

    Hi Gurus,
    Could anybody explore further with details.
    Regards
    Srikanth

  • Customer rebate report - retrieve Invoice numbers

    Hi,
    When I use Vbo3 t-code and enter a rebate number and drill down to Sales volume of rebate management and hit SCOPE button and emty the content
    I get a list with Invoice numbers.
    I looked in KONA table it is header and how do we retriev data of these invoices?
    I lokked in to KONP and did not not find it usesful.
    Any ideas?
    Rgds
    Praveen

    Hi,
    Do one thing...
    Go to ST05...
    Switch on the SQL trace..
    Go to another session..execute the transaction VBO3 till you get the invoice numbers..
    Switch off the SQL trace..
    Use list trace..
    There you can see the list of tables accessed...
    Check those tables..
    Thanks,
    Naren

  • Rebate condition in rebate agreement cannot be maintained (greyed out)

    Hi.
    We have setup rebate processing in CRM 7.0.
    We get our invoice to the billing due list and it fills then the extract. But we fail in setting up the rebate agreemnt in the webui.
    Partner and material are entered. On the position (material) we try to add one of the conditions of the maintenance group we customized. Both condition types can be selected but none of them will work.
    What happens: we click on "new" select the condition type and get then presented with the view but with all fields greyed out (as in display mode).
    As there are a lot of obligatory fields we get up to 8 messages. After "fill in required entry fields" it says "maintain rebate material".
    Whatever that means.
    The material we use is a finished product.
    Has somebody ever seen this or some idea. Couldn't find oss messages on this.
    Thanks.
    Regards,
    Thorsten

    Hi Klaas,
    If I remember well, in the standard price determination there is a conditional formula that only shows rebate conditions in the invoice, therefore you should not see rebate conditions in the sales order.
    That is standard functionality.
    For a Customer I took out the formula condition in the pricing so he could actually see the rebate condition in the sales order, the reason was to had access to this information before end of month invoicing. The problem is that in case of changes in rebate agreement or in case of retrospective agreements the rebate condition is only updated in the invoice, not in the sales order.
    Best Regards,
    Franck

  • Rebate Conditions issue (Pricing incorrect Order Viz Billing)

    Hi Forum,
    We have an issue with the rebate conditions.
    User has created a credit memo request (VA01) due to change in the Price. Due to this change rebate accruals have got reduced. The rebate accruals should not be reduced in this case, since there is no material return.
    There is a specific order reason while creating such credit memo requests Eg. ZXX.
    As a solution to this we have created a new routine AAA and assigned to the rebate condition types in Pricing procedure.
    This routine will function when there is a order reason ZXX entered in the Credit memo request (in VA01), therefore all the rebate condition types (assigned with routine AAA) will get deactivated in Conditions. This not change any accruals value. This is working correctly.
    The issue is -
    When the credit memo (VF01) is created, these condition types are again activated and accruals are posted.
    This should not happen. Pricing from the CM request (VA01) should get copied in Credit memo (VF01) completely.
    When we open the Credit memo we find all the conditions are activated and accruals posted.
    Is there any one who has faced the similar issue in billing documents where pricing data is not getting copied from Order conditions.
    Please help.
    Thx / Sheetal

    Hi Sheetal,
    Suggest to make a seperate CR memo order type for cases wherein you don,t want reduction of rebate accruals.
    You would have to redetermine a new pricing procedure (create one keeping all condition type as are in Billing procedure except rebate) and assgin the determination of new PP basis the sales areacustomer PPOrder PP.
    Pls go through the below link.
    Re: New pricing procedure in credit note created w.r.t.  billing document.
    Regrds
    Sanjay

  • How to stop sales orders from contracts from qualifying for Rebates.

    We have set up rebate agreements for customers and they are working as expected.
    Now our sales people want to start using contracts for some special deals for certain customers and products. But they DO NOT want these sales orders from these contracts to qualify for rebates.
    Does anybody know how we can set this up or if it is at all possible?

    Hi Zoya,
    I got one more idea and so try it out.If it sounds foolish please ignore.Instead of going for userexits its better you go for a different sales order type whenever you refer to a contract.And make sure you assign a different pricing procedure which does not contain the condition type BO03 at all.Ofcourse this new sales document should have a different document pricing procedure.
    Regars
    Ravi Kiran

  • Report on rebate agreements

    Hi,
    Iam developing a report on rebate agreements. I want to display all the credit memos and all the invoices under one rebate agreement.
    I can see all the credit memos in agreement in following way.
    Go to vbo3Give one agrrement number and go to menu rebate payments-rebate documents.
    I can see all the invoices under rebate agreement in following way.
    Go to vbo3Give agreement number andd go to menu rebate payments-drill down.
    Now my question is how can I know which invoice belongs to which credit memo.
    Basically I want to know the linkage between credit memo and invoices under credit memo.
    Hope I explained the question clearly. If not please let me know I can explain it in better way.
    Thanks in advance.
    Brahma

    Start SQL trace in transaction ST05. Run the report. End the SQL Trace. Review the results.

  • How can we transfer the accruals posted from one rebate recipient to another in SAP.

    we have like 20 invoices posted in SAP for one rebate recipient. but now the salesman has changed the territory and is replaced with another. starting May1st we need to pay the accruals to the new salesman instead of old salesman. Please advice.
    Regards
    Pradeep

    Ideally, still you need to pay the rebate to the same salesman since accruals is nothing but value accumulated in the past and the salesman is suppose to reap the benefits.
    G. Lakshmipathi

  • Can I use my Apple rebate and get AT&T's special price for new 3GS?

    We have AT&T family plan and 2 original 8gag iphones bought right after they came out in June 2007. Our 2 year AT&T contract is up this month. We each got a $100 rebate when the iphone price dropped, and we have not used them. I was told they never expire.
    1. Does anyone know if the AT&T upgrade price and the Apple iphone rebate can be combined?
    2. Does anyone know if my current unused roll-over minutes will be carried over to the new contract?

    You're welcome.
    The unlimited data plan for the first generation iPhone is $20/mo and includes a 200 messaging allowance. This was/is a special unlimited data plan rate for the first generation iPhone that AT&T does not offer for any other phone in the smart phone category.
    The unlimited data plan for the iPhone 3G and iPhone 3GS is $30/mo and doesn't include a messaging allowance. Unless you currently have a higher messaging allowance that is shared with each iPhone under the Family plan, to have the same messaging allowance with the iPhone 3G or iPhone 3GS will cost you $15 more per month for each iPhone - $10 more per month for the unlimited data plan, and $5 more per month for a 200 messaging allowance.
    Your rollover minutes balance will not be affected when purchasing an iPhone 3G to replace your existing first generation iPhone.
    If you live near an Apple store, contact the store regarding your $100 rebate for the first generation iPhone - if you can apply the rebate to the AT&T subsidized sales price for the iPhone 3GS.

  • Getting an unusual error while running transaction for rebate settlement

    Hi Experts ,
    While i am running a customized transaction for vb7 that is rebate settlement , I have input field on agreement screen of payment method . Whenever , i put any value in that field and run the transaction , it gives me an error " Input values must be defined in Table T042Z. The value or
    values ' T ' are not specified in this table. " whereas when i check the table T042Z for payment method values , the values i m entering are present there . I cannot get why its showing this error .
    Could anyone plz help as its very urgent req ..
    Thanks in advance ..
    Ankit

    Ankit,
    Set a breakpoint very early in the program's soruce code.  When you hit that breakpoint in the debugger, go to the menu bar and choose Breakpoints > Breakpoint at > Statement .  Enter the word MESSAGE into that pop-up window and continue the program's execution.
    This will stop the debugger at all MESSAGE statements... Including the one that is generating your error.  You can then analyze the code just prior to that error.... and address the issue accordingly.

  • Error in Releasing to Accounting for Rebate Credit Memo

    Hi All,
    I have a requirement to post from a credit memo rebate settlement an A/P posting document rather than
    an A/R posting document (payment made against vendor rather than customer).
    I am using the standard SAP user exit EXIT_SAPLV60B_008 to convert A/R document to A/P document.
    In the internal table XACCIT, the following fields are changed in order to achieve the results above:
    Accounting document type (BLART)
    Posting Key (BSCHL)
    G/L Account & P&L Account (HKONT)
    Customer (KUNNR) - if filled, clear out
    Vendor (LIFNR) - get from KNA1 table
    Tax Code (MWSKZ)
    Payment Terms (ZTERM) - get from KNB1 table
    Tax Conditions (KTOSL)
    Branch Details (FILKD) - if filled, clear out
    The rebate credit memo have been generated but not able to release to accounting. When i try to release
    to Accounting via VF02, the following error is generated:
    'No Account is Specified for item 0000000001'.
    All substitution seems to be complete. Could you let me know the possible cause of this so that I can further investigate on this issue.

    No Account is Specified for item 0000000001
    Normally system will throw this type of error if the corresponding billing document / credit memo does not have the Account Assignment Group of that customer.  To check that go to VF02, key in the credit memo reference and execute.   There click from top menu bar "Goto => Header => Header".  There you can see a field "Account Assignment Group".  Check whether it is blank.  If so, press F and save.
    It could also be due to improper of G/L Account assignment in VKOA
    thanks
    G. Lakshmipathi

  • How to change number of decimals in percentage agreement rebates

    Hi,
    I'm searching for a solution to have percentage amounts with 5 decimals instead of 3, in the conditions of rebate agreements.
    That's concerning transactions VBO1, VBO2, VBO3.
    Thanks for help.

    dear bras
    refer this
    Changing Data Types and Lengths of Existing Fields
    If a  data element is assigned to the field, you must change the technical field attributes (data type, length, number of decimal places) in the domain of the data element.
    Procedure for Fields with Data Elements
    Double-click on the name of the data element.
    The data element maintenance screen appears.
    Double-click on the name of the domain.
    The domain maintenance screen appears.
    Choose Domain ® Display ® Change.
    Make the required changes and save your entries.
    Note that this change affects all the table fields that refer to the particular domain. Foreign keys could become inconsistent and conversions required. You should therefore consider the effects of this action before changing the domain by choosing  in the maintenance screen of the domain and checking if the domain is used in other tables.
    Choose .
    The table is activated again and the table field is adjusted to the domain change.
    Procedure for Fields with Direct Type Entry
    Place the cursor on the field and choose Data element / Direct type.
    Values can now be entered in fields Data type, Length, DecPlaces and Short text.
    Change the entries for the data type, length and possibly the number of decimal places.
    Save your entries.
    Choose .
    Note that a table conversion will normally be necessary (see  Adjusting Database Structures) if you change the field attributes.
    rewards if it helps
    siva

Maybe you are looking for