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    Rebate Agreements

    Uploaded by

    Murali
    1) Rebates are like discounts but the value is accumulated and paid to the customer at a predetermined time rather than immediately after transaction. 2) Rebate agreements define the rebate conditions and calculate accruals which are later used to generate credit memos to settle rebates by updating relevant GL accounts. 3) Maintaining condition techniques for rebates involves defining condition types, tables, groups, and assigning them to rebate agreements to calculate rebate values.

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    Rebate Agreements

    Uploaded by

    Murali
    52 views17 pages
    1) Rebates are like discounts but the value is accumulated and paid to the customer at a predetermined time rather than immediately after transaction. 2) Rebate agreements define the rebate conditions and calculate accruals which are later used to generate credit memos to settle rebates by updating relevant GL accounts. 3) Maintaining condition techniques for rebates involves defining condition types, tables, groups, and assigning them to rebate agreements to calculate rebate values.

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    1) Rebates are like discounts but the value is accumulated and paid to the customer at a predetermined time rather than immediately after transaction. 2) Rebate agreements define the rebate conditions and calculate accruals which are later used to generate credit memos to settle rebates by updating relevant GL accounts. 3) Maintaining condition techniques for rebates involves defining condition types, tables, groups, and assigning them to rebate agreements to calculate rebate values.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    52 views17 pages

    Rebate Agreements

    Uploaded by

    Murali
    1) Rebates are like discounts but the value is accumulated and paid to the customer at a predetermined time rather than immediately after transaction. 2) Rebate agreements define the rebate conditions and calculate accruals which are later used to generate credit memos to settle rebates by updating relevant GL accounts. 3) Maintaining condition techniques for rebates involves defining condition types, tables, groups, and assigning them to rebate agreements to calculate rebate values.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
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    Rebate Agreements

    • Rebates are like a discounts but not given immediately to customer right after the
    Transaction
    • At Rebates, the values are accumulated and issued to customer at a pre-determined
    time.
    • We need to create sales order and process it for the invoice so that the relevant accruals
    can be updated to the respective rebate agreements.
    • The rebate agreement can be processed partially or for a full settlement.

    • In this both the cases a credit memo request is generated which can be processed
    further for credit memo.

    • This credit memo will update the relevant GL accounts and rebate agreements
    accordingly.
    Consultant settings/SPRO
    • Maintaining Condition Technique for Rebates.

    1. Condition tables- either we can create or use the existing one.


    2. Maintain Access sequence.
    3. Maintain condition types.
    • Ex: BO01-group rebate (%)
    • BO02-material rebate (quantity) 
    • BO03-customer rebate (%)
    4. Maintain Pricing procedure as per the below screenshot
    • In the pricing procedure we maintain a step with blank condition types as

    • “Rebate Basis” with subtotal as 7.

    • And the rebate condition types are entered in a sequence with the step number of
    “Rebate Basis” we should also maintain requirement 24 as it will allow the
    condition type value to project in billing only but not in sales order. Because this
    rebate is not calculated in the net value at sales order.
    • The account keys will be ERB (rebate sales deduction) which is calculated
    separately.
    • The accruals will be ERU (rebate accruals) which will be used to post the rebate
    values into the G/L accounts.
    Rebate Agreement types
    • Path: SPRO- S&D-Billing- Rebate Processing-Rebate Agreements- Define
    Agreements.
    • Create new rebate agreements or copy from the existing one.

    Ex: 0001- Group Rebate

    0002- Material Rebate

    0003- Customer Rebate


    • Based on the business requirement we can maintain the valid to and valid from
    dates and other fields at Rebate Agreements.
    1) Define condition group types
    • Go to new entries and define new condition group types and save it.

    2) Assign condition types


    • Condition group types + Condition type + Table

    3) Assign condition type groups to rebate agreements


    • Here we assign the condition type groups to rebate agreements
    • Apart from condition techniques there are other settings to be done which are
    listed below:

    1) At vov8 Create a customized sales document (R3) and assign the customized
    billing type (B3). Billing block activated- check credit memo.
    2) At VKOA- maintain G/L accounts and provisional accounts for the condition types
    as below
    3) The customized R3 sales document should be assigned to sales area at OVAZ.
    End User settings/EAM
    1) We must check the Box “Rebate processing active” in sales org at enterprise
    structure level.
    2) We must check the box “Rebate” at CMR for the respective customer.
    3) We must check the box “Billing document is relevant for rebate processing” at VOFA
    for the respective billing type used at Vov8.
    4) Maintain condition records at VBo1, VBo2, VBo3.
    • Here Agreements numbers will be created and we will be using that particular
    agreement to grant the rebate to customer
    For each condition type we maintain there will be an agreement number generated
    whenever the rebate is paid user should open the agreement at VBo2 and pay the
    Rebate to cx.
    • This is the VBo2 screen where
    we have already maintained
    agreement type, description,
    validity periods etc.
    • After this we go to ”condition”
    and maintain the value.
    This is the conditions screen where we maintain the values for the agreement.
    This can be maintained on basis of material and customer.
    • Process
    Create sales order, Delivery and invoice(F2).
    The document flow will be:
    • After the invoice is created, we
    will proceed to grant the rebate
    to the customer.
    • In our case, we are giving rebate
    based on the customer and the
    agreement number is 141.
    • After we open the respected
    agreement, we click on the
    option “ pay”
    • Here we should enter the
    amount to be paid as rebate to
    customer- we can give partial or
    full rebate and save it.
    • In our case I’m taking full
    settlement
    • After saving, A credit memo
    request document will be
    generated.
    • Copy the number and go to
    va02- unblock the document
    and save it.
    • Go to va01 and confirm the
    rebate amount then save the
    invoice.
    • The rebate will be settled to
    payer.

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