Regarding Rebate

Hi Gurus,
I am working on rebate and required information on following;
How settlement of rebate is done. What is the procedure?
How manual accruals works?
What is the role of Settlement material in rebate settlement in customer rebate(B003 condition
type)?
How can I make immediate settlement the rebate to see the effect?
Thanks in advance.
Regards
Hemu

Hi,
1. at the end of the period or intermittently rebate settlement can be done as per requirement.
go to VBO2, change the status open to released for settment, then click on execute settlement fof final settlement. and save it automatically cr memo req is saved, go to va02 remove billing block and save it, go vf02 process cr memo.
2. some time accruals are made manual depending on the business requirement. for this settlement can be done as automatical accruals.
3. settlement material role is used to reckon the product costing and profitability for those products come under rebates. because any business want to know what is product cost and profitability. after settlement the rebate discounts go to the respective material accounts and reduces profit and increases expenses on those products i.e. increases cost price indirectly.
4. go to VBO2 and give agreement no which u want to settle and go inside change the status open to release and click on final settlement and process the step no.1 as above
regards,
sadanandam kasarla

Similar Messages

Posting in FI regarding rebates

Dear All,
I am a SAP SD consultant. I have created rebate agreement. After invoice, its not getting posted in FI. I have maintained all the nessary config in pricing... What settings are there for G/L account? If somebody has knowledge of rebates from FI point of view it wud be really helpful.
Thnx in advance.
Regards,
Pankaj

hi
check your config in pricing procedure
for your rebate condition type maintain req type as 24 aand also ERB and ERU
for the above accounting keys assign the g/l accounts in VKOA
http://www.erpgenie.com/publications/saptips/052005.pdf
Try to find the answers for your query by searching in the forum using the SEARCH option.
I am confident that you will be getting a lot of resources and answers and even more replies
which will already helped in solving the issue and also definitely they will give you broad understanding of the topic.
And also check the WIKI section of this forum there are valuable notes, configurations,etc.
check this link for wiki section.
https://www.sdn.sap.com/irj/scn/wiki?path=/display/erplo/main
https://wiki.sdn.sap.com/wiki/display/ERPLO/ERP+SD
regards
rithvika

Currency in Rebate Agreement is different to Curr. required for Credit Memo

Hello!
I have a question regarding Rebate Agreements.
We have clients with whom we have Rebate Agreements in USD, but clients are chilean so the Credit Memo is meant to be in Chilean Pesos. But there is apparently no possiblity to change the currency neither in Credit Memo Request neither in Credit Memo. The Chilean Financial Institute does not allow Credit Memo Document issued in USD, it has to be in Chilean Pesos!
Do you have any idea how to solve this problem?
Thank you very much,
Dominik Ley
Santiago de Chile

Hi domnik
First of all maintain currency conversion in OBO8 . Now when you settle the rebate agreement then go to Credit memo order (change mode) and in item data ->conditions tab change the currency then automatically the value will also change and the same value will flow to the Credit memo billing document and then you can forward it to FI.
Regards
Srinath

Rebate agreements total target

Hi
My customer has requirement regarding rebate agreements :
Customer should receive credit memo if he reach TTL target for specific month. TTL target is SUM of targets for all groups of materials for current month. Basis for discount will be total basic sales amount for group of materials for which customer has reached the target. Each group of material has different percentage rate as discount.
Example:
Customer 50000001
Material group 1 target 100 HL (volume)(discount 3%)
Material group 2 target 130 HL(volume) (discount 3.2%)
Material group 3 target 145 HL(volume) (discount 3.5%)
TTL Target total 375 HL
If customer bought more than 375 HL in TTL he can receive targets, but basis for targets will be basic sales amount only for material groups where customer reached the target.
My question is : How I can create rebate for such agreement and how I should create final settlement . Customer can get money only when he reached total volume target (sum of all conditions in agreement)
Thnx in advance
Slawek

Hi
My customer has requirement regarding rebate agreements :
Customer should receive credit memo if he reach TTL target for specific month. TTL target is SUM of targets for all groups of materials for current month. Basis for discount will be total basic sales amount for group of materials for which customer has reached the target. Each group of material has different percentage rate as discount.
Example:
Customer 50000001
Material group 1 target 100 HL (volume)(discount 3%)
Material group 2 target 130 HL(volume) (discount 3.2%)
Material group 3 target 145 HL(volume) (discount 3.5%)
TTL Target total 375 HL
If customer bought more than 375 HL in TTL he can receive targets, but basis for targets will be basic sales amount only for material groups where customer reached the target.
My question is : How I can create rebate for such agreement and how I should create final settlement . Customer can get money only when he reached total volume target (sum of all conditions in agreement)
Thnx in advance
Slawek

Rebate:condition requirement 24 not fulfilled

Dear Sirs
I am processing billing doc but rebate condition type is not activated at f2 billing type.
I have maintained rebate condition type in pricing procedure.
When i go through "Analysis" tab in sales order item condition level I found that there is message regarding rebate condition type was
"condition requirement 24 not fulfilled" . I have gone through thread dated 2 feb 2011 raised by sapuser. I refer the same but not very much clear regarding the solution.
solution suggested " when debuging it was found that pricing type changed from X to xx in copy control"
now my queries are :
1) In which screen pricing type has to changed for copy control
2) What could be possible errors might come in case condition requirement not fulfilled in pricing procedure with reference to rebates because there are about 5 types of rebates and all are having same requirement in pricing procedure
Kindly help
Regards
KAPIL MORE

Dear Ivano Sir
Firstly extremely sorry to close these query so late and also thanks for giving me yours valuable time but henceforth i will see that i should give response to your feedback .
Actually i have solve this query by debugging and understood.
Could u please if possible kindly give me some inputs regarding user-exits.
Regards
KAPIL MORE

Unable to see Accrued amt in Sales summary of Rebate

Hi.
I have created Customer Rebate "BO03" for customer.
i have also created OR->Del-> Inv for that customer.
but still i am unable to see same invoice in Sales Summsry of Rebate.
Reg,
Amol

Hi Amol,
Releasing the billing document is important.
Go to VF02 --> Enter your billing document --> (On the same screen) Click at "Green flag" --> system will show you the error
Please paste that error in Forum.
Regarding Rebate condition is not appearing in invoice.
Go customer master --> Payer (XD02) --> In sales area data > On billing document tab page> check Rebate check box has been checked or not
Go to SPRO --> Enterprise Structure --> Definition --> Sales and Distribution --> Define, copy, delete, check sales organization --> Define Sales Organization --> Select your sales org --> click at details --> Check the check box of "Rebate proc. active"
Go to VOFA --> Select your billing type --> click at details --> Check the check box of "Rel. for rebate"
Please check, if any check box was missing then please start the process cycle again.
Hope it helps,
Regards,
MT

T-Code for Rebate Condition Record

Hi,
Can someone help me with this. I need to create a condition record for Rebate Condition type. Please give me the T-Code to create the Condition Record for Rebate condition type. Cause I am unable to create this thru VK11.
Thanks,
Sumit

Hi
First search in the forum regarding rebate agreements. The same as been answered so many times in the forum.
For this you need to create a rebate agreement for the customers
Goto T code VBO1
enter the rebate agreement type as per your requirement BO01 or BO03
there in the screen enter the rebate recepient now from the menu press "CONDITIONS" tab
there you can enter the condition records
regards

Rebate provision based on Invoice Varification

Hi
This is regarding rebate provision and settlement based on Invoice Varification (MIRO).
In agreement type we have selected time of update as Invoice Varification. but still system recording provision and settlement entries based on goods receipt (MIGO).
do we need to do some other configuration? please revert in detail.
Regards
DD

hi
It is the standard behaiviour if you have maintained the rebates in scales.
In the Invoice it will show only the value for 1st scale only.
If you want to see how much has been accrued then goto VBO2 or VBO3 enter your agreement type.
Press Shift+F5 or from the menu select REBATE PAYMENTS and then SALES VOLUME.
Here you can see the accruals.
regards
Prashanth

Question Regarding Special Offers and Rebates

hiya guys and gals
i am a college student and i know i can get a free ipod nano ($179) with the purchase of a macbook. i came across an ad on the website and it stated that i can get up to $100 when i buy a mac and a printer. so what's the catch with up to $100? if i purchased a cheaper printer that costs $100 the rebate would be less and if i bought a higher-end printer that costs $300, i can get the full $100 rebate?
if so, does it work WITH the ipod nano offer?
sorry for posting such noobish questions on a prestigious forum

thanks short guy!
good to know that the two rebates (both nano and
printer) works. but what do they mean by "up
to $100"? i'm just afraid if i purchased the HP
C3140 which costs $99.95, i'm only eligible for maybe
$50 or $75. i guess i can always get the HP C4180,
but i already have a descent printer and i don't want
to spend any more money.
You no matter what get a $100 rebate. So if the printer you want is the C3140, then you will get $100 off of the $99.95, which is then free when they send the money back after the rebate.
also, if you have to cut out the UPC barcode of the
laptop for BOTH nano rebate and printer rebate, how
do you do it? and same goes for the receipt. can you
just make copies?
ok, for the UPC barcode that you have to send in for both the nano and the printer. The person at the apple store told me that you want to send the hard copy to the Printer rebate place being that it is 3rd party, and then you make a copy of the UPC barcode and send the copies to apple and note on the paper that you are taking place in the printer rebate offer as well..
im pretty sure that is what the lady told me at the apple store, but you might want to double check with them at the apple store too know exactly what to do.

I am having an issue regarding a placed order via customer service department

I recently relocated to Anchorage Alaska as part of a permanent change of station per the United States Air Force. I was initially located on the East Coast in the lower 48 and at the time of activating my contract I had purchased two separate Iphone 4 devices. I also recently went in to a store in February to purchase a Nexus 7 as well.
Upon arrival in Anchorage I had multiple issues regarding the Iphone 4 devices including being unable to send and receive text messages & imessages, unable to make phone calls, dropped phone calls, unable to utilize GPS, as well as not being able to access general account information and use anything related to web browsing or data usage. It was determined that because the Iphone 4 operates on the 3g network and Verizon does not have a 3g network in Alaska, as a result I was utilizing an extended service network from another carrier. As a result of this I am only able to use my Iphone 4 devices while connected to my wi-fi network while within my home, which is totally unacceptable.
I was not made aware that I would be dealing with this when I moved to Alaska and inquired as the the use of the devices I currently owned prior to purchasing the tablet. I was assured by three separate store employees one of which being a manager that all devices would function at 100% efficiency including the Iphone 4s. In fact I was recently billed 350$ for roaming charges last month, which prompted me to speak with a representative via the online chat regarding the significant increase she said that she was unable to process any sort of credit to the account regardless of what I had been told at a local Verizon store where I purchased the tablet.
As a result of all of these mishaps since arriving here in Alaska I determined I was in need of newer devices that utilize the 4G LTE network currently provided by Verizon in Alaska. I know for a fact that the 4G LTE works great up here because my Nexus 7 tablet runs flawlessly and does not incur roaming charges when utilizing the 4G LTE network.
Yesterday I attempted to contact Verizon through the live chat feature regarding upgrading two of the devices on my account. The live chat representative immediately asked me when my upgrade date was. Upon telling her my upgrade date 9/29/2014 she told me I should contact the customer service department as I might be eligible for an early upgrade. I then proceeded to contact the customer service department using my Iphone 4.
My attempt to speak to anyone in the customer service department resulted in a merry-go-round of being put on hold 6 separate times by two different employees, both of which had me wait for more than an hour while they attempted to speak to a manager to gain approval for an early upgrade. The first rep seemed almost sure she would be able to have my devices upgraded early especially considering the issues I was having regarding service.
The second rep seemed newer and was very dodgy about my questions and was very unwilling to help at first. He even mentioned that I had been a Verizon customer for almost two years, had never missed a single payment and had outstanding account history which should have garnered some sort of importance to the level of my request. But I digress, during this time I was disconnected from the call twice from each separate representative.
Both reps assured me they would call me back, I never did get a call back from either one of those reps and I was becoming very frustrated having waited four hours trying to find some sort of solution to my current predicament.
After waiting an hour for the second representative to call back I grew impatient and contacted the customer service department, was put on hold again, and finally reached a third customer service representative who was able to provide a solution for me.
I explained everything I had been dealing with to Cory ID # V0PAC61, both regarding the phones, the issue of the level of service I was receiving, the dire need for working devices and the multiple times I had been disconnected. I explained to him as a result of these issues I was certainly considering switching to a different provider, a local provider even who could provide me the adequate service that I require for my mobile devices.
I explained to Cory that I had been with Verizon for almost two years, and I had been on a relatives account prior to owning my own Verizon account and had never received this kind of treatment when trying to work towards a simple solution. Cory proceeded to tell me he needed to put me on hold to see if there was anything that could be done regarding the upgrades of the device considering all of the trouble I had been dealing with.
After Cory reconnected with me in the phone call he was able to successfully reach a solution by allowing me to upgrade my devices. We conversed about the options available and I eventually decided to upgrade both Iphone 4 devices to Moto X devices as we determined those would be sufficient for my needs while in Alaska. I also proceeded to add two Otter Box Defender cases to the order so that the devices would have sufficient protection. Cory inquired as to whether or not I would like to purchase insurance for the phones as well and I opted for the $5.00 monthly insurance which including damage and water protection.
Cory explained to me the grand total for the devices which included an activation fee of $35.00 for each device, $49.99 for each Otter Box case, and an additional $50.00 for each device which would be refunded as a rebate upon receipt of the devices and activation, a rebate that I would be required to submit. Cory explained to me that the devices would most likely arrive Tuesday of 6/17 and no later than Wednesday 6/18.
Cory took my shipping information and told me everything was all set and the only thing left to do was to transfer me to the automated service so that I could accept the 2 year agreement for both devices. I thanked him very much, took his name and ID# so that I might leave positive feedback about his exemplary customer service and was then transferred to the automated service.
Once transferred to the automated service I was then prompted to enter both telephone numbers for the devices that would be upgraded, I was then required to accept the new 2 year agreement for both devices and after doing so I was required to end the call. I did so in an orderly fashion and expected a confirmation # to arrive in my email regarding the placed order.
I have never received a confirmation email. I decided to sleep on it and assumed a confirmation email would be sent sometime tomorrow. Nothing has since been received however. I woke up early this morning around 6AM Alaska time to speak to another live chat representative, Bryan, in the billing department who assured me the order was currently processing and verified the order #. I asked him whether or not it was typical for a customer to not receive a confirmation email for an order placed and he said it can sometimes take up to 2-3 business days. He then stated that he had taken note of the issues I was experiencing and told me he would transfer me to the sales department as they would be able to provide more information regarding the shipment of both devices and a confirmation email, as he stated he did not want me to have to wait any longer than necessary to receive said devices.
I was then transferred to Devon in the sales department via the live chat service where I was then required to repeat everything I had said to both Bryan and the other representatives I had spoken too. After a lengthy discussion and repeating everything I have just wrote he told me the order was indeed processing and that he would send a confirmation email in the next 30 minutes.
That was 2 hours ago. It is now 8am Alaska time and I still have not received a confirmation email regarding my order. I was sent an email by Verizon an hour ago stating I had a device to "discover". The email contained no information regarding the shipment of my device, the order confirmation number, or anything regarding my account. The email I received was a typical spam email asking an individual to check out the current available phones and sign up for a new contract.
All I want is a confirmation email to assure that the devices are being sent. I need my phone for work and to communicate with my family in the lower 48. I desperately need to make sure that the device is in fact being sent to the proper address, this is why a confirmation email of the order is so important. I do not care about the shipping speed I just want what I ask to be taken care of for a change. I would hate to sit here unable to determine what the status of my devices are only for the order to be stuck in "processing" limbo and be unable to receive the devices when I was told they would be sent.
I feel I have been given the run around treatment way more than is typically given with any company when an individual is trying to work towards a solution. I have been patient and cordial with everyone I have spoken with, I have not raised my voice or shown stress or anger towards the situation I have only tried my best to work towards a solution with anyone I have spoken too but I am becoming increasingly frustrated with this situation.
Any help regarding this matter would be greatly appreciated. This situation has left a sour taste in my mouth and if the devices were indeed not actually processed in an order, or they were not shipped correctly, or in fact if the order had never existed at all it will only deter me from keeping my Verizon account active and affect my decision to switch to another provider.

Hello APVzW, we absolutely want the best path to resolution. My apologies for multiple attempts of replacing the device. We'd like to verify the order information and see if we can locate the tracking number. Please send a direct message with the order number so we can dive deeper. Here's steps to send a direct message: http://vz.to/1b8XnPy We look forward to hearing from you soon.
WiltonA_VZW
VZW Support
Follow us on twitter @VZWSupport

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

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

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

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.

Regarding Rebate

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