Vendor Rebate for Partial Settlement

Hi gurus,
I need your help, I am new with some part of the Rebate process and this is my case. I have a rebate agreement where the validity date is 01.01.2009 to 31.12.2009.
We have many POs, GRs and IVs for the Vendor assigned to this agreement and the rebate agreement have one condition record with many discounts (like 10) with the validity date 01.01.2009 to 31.12.2009.
I can see the POs where the discount was applied.
The situation is that I want to execute the partial settlement for this agreement FOR today, transaction MER4.
Then, in the "Settlement date" field I have selected = 31.03.2009 and
I have the option "Perform settlement accounting" selected too (it is in the Control data:settlement run section).
But, the system is telling me "No rebate arrangement chosen" and I know that I have Invoice Verifications made, why I cannot do a partial settlement?
Could you help me please?
Kind regards,
SP
Edited by: SANDRA PALOMO on May 3, 2011 2:41 PM

Sandra,
I know this post is closed but seems like you worked on Vendor Rebate Process.I am working on this first time.I have following scenario
I have one vendor for which we like to have vendor rebate for some specific materials.. The rebate is 10% of purchases, accrued monthly, receive quarterly and we like the moving average price should be reduced by the 10% rebate.
Can you please give me some guidance ?

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Hello,,
1. Define conditino type >>>SPRO u2022 Material Management u2022 Purchasing u2022 Subsequent Settlement (End of period rebate) u2022 Set condition technique for Subsequent Settlement u2022 Create Condition Type for Subsequent Settlement.
Condition Type:
1.Contain basis characteristic of condition
2.Access Sequence is assign to condition type
3.Access sequence search valid condition record in condition table
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2. Define Calculation schema >>> SPRO u2022 Material Management u2022 Purchasing u2022 Subsequent Settlement (End of period rebate) u2022 Set condition technique for Subsequent Settlement u2022 Maintain Calculation Schema for Subsequent Settlement
Standard Calculation Schema is RM5000 for subsequent settlement
3. Schema Determination >>> SPRO u2022 Material Management u2022 Purchasing u2022 Subsequent Settlement (End of period rebate) u2022 Set condition technique for Subsequent Settlement u2022 Schema Determination for Subsequent Settlement
1.Calculation schema determination is based on the schema group for purchase organization and vendor schema group
2.Schema group for purchase organization is defined in customization of price determination
3.Schema group for vendor is assigned to vendor in vendor master record.
4. Number range >>> SPRO u2022 Material Management u2022 Purchasing u2022 Subsequent Settlement (End of period rebate) u2022 Define Number Range u2022 Define Number Range for Rebate Arrangement (or Define Number Range for Settlement Run)
5. Rebate Arrangement Setting- Arrangement Calendar
SPRO u2022 Material Management u2022 Purchasing u2022 Subsequent Settlement (End of period rebate) u2022 Arrangement u2022 Maintained Calendar For Rebate Arrangement
6. Arrangement Type >>> SPRO u2022 Material Management u2022 Purchasing u2022 Subsequent Settlement (End of period rebate) u2022 Arrangement u2022 Define Rebate Arrangement Type for Subsequent Settlement
7. Rebate Arrangement Setting- Condition Type Group >>> SPRO u2022 Material Management u2022 Purchasing u2022 Subsequent Settlement (End of period rebate) u2022 Arrangement u2022 Condition Type Group u2022 Define Condition Type Group for Rebate Arrangement
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Create Good Receipt and Invoice Verification
SAP Menu u2022Logistics u2022Material Management u2022Purchasing u2022Master Data u2022Subsequent settlement u2022Vendor Rebate Arrangement u2022Rebate Arrangement Display
SAP Menu u2022Logistics u2022Material Management u2022Purchasing u2022Master Data u2022Subsequent settlement u2022Vendor Rebate Arrangement u2022Rebate Arrangement Display
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[http://www.2shared.com/file/4102422/65c3ab68/test_data.html]
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Hi;
Extra thanks for your answers, below the results of the checks and some information.
Arrangement type :
- The Arrangement Types, Purchasing is 2000 (Standard) with this parameters.
- The Settlement schema in the arrangement type is RM5000
- Credit-Side side settlement - Partial settlement : BM31
- Credit-Side side settlement - Final settlement   : BM11
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- No more posting : no checked
- Diff. account key to proc. RM5001 (Subs. Sett (tax trigger))
In OBYC.
- B01 : account 419800.
- B02 : account 609000.
In PO I use RM0000 schema.
Thank you for your precious help, because I do not advance in the project because of this error, is why I am asking your help at all.
Best regards

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000010     NAA   E 136 An error occurred during price determination
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Hi;
Extra thanks for your answers, below the results of the checks and some information.
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- The Settlement schema in the arrangement type is RM5000
- Credit-Side side settlement - Partial settlement : BM31
- Credit-Side side settlement - Final settlement   : BM11
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- Diff. account key to proc. RM5001 (Subs. Sett (tax trigger))
In OBYC.
- B01 : account 419800.
- B02 : account 609000.
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Best regards

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1) in the billing document, the rebates are calculated as per the the accrual rates in rebates condition records. My question if the invoice is for Rs 100 and accrual rebate amt in invoice is rs 2. will the customer pay Rs 98 against this invoice of full Rs 100.
2) what happens during manual accruals. why a credit memo request is generated during manual accruals. what happens to accruals as per condition records.
3) what happens during partial settlement. do the accruals already poested gets reduced to the extent of amount of partial settlement. do manaul accruals have any role to play during partial settlement
4) what happens during final settlement. do manual accruals have any role to play during final settlement i.e. do they get reversed and what happens to accurals posted as per rebate conditon records.
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Dear Sachin,
1) in the billing document, the rebates are calculated as per the the accrual rates in rebates condition records. My question if the invoice is for Rs 100 and accrual rebate amt in invoice is rs 2. will the customer pay Rs 98 against this invoice of full Rs 100.
Ans --> Customer need to pay Rs 100 only , rebate amount will paied to the customer after completion of the rebate duration in between there will be partial settlement.
2) what happens during manual accruals. why a credit memo request is generated during manual accruals. what happens to accruals as per condition records.
Ans--> 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.
3) what happens during partial settlement. do the accruals already poested gets reduced to the extent of amount of partial settlement. do manaul accruals have any role to play during partial settlement
Ans->Partial Settlement
Use
You can also partially settle a rebate agreement during its validity period. The amount to be paid can be limited in Customizing for Sales. Payments can be:
limited to the cumulative accruals of the condition record
limited to the amount that would be paid if final settlement were presently carried out
unlimited
You carry out partial settlement by using the manual payment screen within rebate agreement processing. On this screen you can specify the amount to be paid for each condition record.
The system will automatically create a credit memo request for the amounts specified.
It will also reverse the accruals with the credit memo if the rebate agreement type is configured accordingly. If the payment exceeds the recordu2019s accumulated accruals, the system will only reverse the accruals which are actually there.
The system gives you the opportunity to carry out additional partial settlements when previous partial settlements remain open in the form of credit memo requests or credit memos. The system always takes open documents into account when determining the maximum amount which you can pay.
When the system carries out final settlement for a rebate agreement, it takes all partial payments into account.
4) what happens during final settlement. do manual accruals have any role to play during final settlement i.e. do they get reversed and what happens to accurals posted as per rebate conditon records.
Ans-->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
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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.
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automatically
Manually
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Settling Single Rebate Agreements
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RV15C001
RV15C002
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I hope it will help you,
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hiii
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