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Rebate Processing Rebates:: Configuration Path

The document outlines the steps to configure and process rebate agreements in SAP, including defining agreement types and condition types, configuring pricing procedures and account determination, activating rebate processing for organizations and documents, creating rebate agreements, and settling accrued rebates through credit memos. Rebates provide discounts to customers based on sales volumes over a specified period, with the amounts accrued and later deducted from billing documents or paid out via credit memos.

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56 views18 pages

Rebate Processing Rebates:: Configuration Path

The document outlines the steps to configure and process rebate agreements in SAP, including defining agreement types and condition types, configuring pricing procedures and account determination, activating rebate processing for organizations and documents, creating rebate agreements, and settling accrued rebates through credit memos. Rebates provide discounts to customers based on sales volumes over a specified period, with the amounts accrued and later deducted from billing documents or paid out via credit memos.

Uploaded by

sameer554
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOC, PDF, TXT or read online on Scribd
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Rebate Processing

Rebates: Rebate agreement is a special agreement granted to the


customer on a specific volume of sales over a specific period of time.

Configuration Path:

IMG>SD>Billing>Rebate Processing>Rebate Agreements>Define


Agreement Types>

Step 1: Define Agreement Type


Select"Define Agreement type " from choose activity,double click on it

Select an Agreement click on copy button and rename it


here I selected standard and renamed “0002-Material Rebate” to “Z002- Material Rebate-AA11”

Step 2: Condition Type Groups

2.1: Click on Define condition Type groups


Click on New Entries
Enter your Copied Condition Type group which you created and Maintain “Blank” for Category of the
condition type group
Step 2.2: Assign Condition Types /tables to Condition Type groups

Click on New Entries


Assign Condition Type “Bo02” and Condition Table “1”to your Condition Type Group”Z002”

Step 2.3: Assign Condition Type groups to rebate agreement types

Click on it, Assign Condition Type group to Agreement Type


Step 3: Condition Technique for Rebate Processing

Click on it
Same as like Pricing Procedure configuration
Step 3.1: Select Maintain condition table for Rebates
Select Maintain Condition Tables for Rebate and Click on Choose
Based on requirement we can create new condition table
Save and exit (if anything created)
3.2: Maintain Access Sequence
Select Maintain Access Sequence
Click on Choose, Go to New Entries and Maintain Access Sequence
Maintain “1” Relevant for Rebates
Step 3.3: Define Condition Types:
Choose Define condition types
Select it and click on Choose
Rebate condition types (BO01, BO02, BO03, BO04, BO05, BO06)are available in Standard SAP
Assign Access sequence to condition Type (if copied)
Step 3.4: Maintain Pricing Procedure:
Select Maintain Pricing Procedure and click on Choose
Choose Standard or copied Pricing Procedure by use
Click on Position Button left side Dialog Structure
Make sure that Rebate condition types must available in (copied) pricing procedure
With Requirement-24 (only in Billing Document)

Account Key - ERB


Accruals - ERU
Step 4: Account Determination for Rebates
(If your are good at Account determination Procedure configuration no need to fallow this)
The same process like Account Determination Procedure

Step 4.1: Define A/C keys


(Standard keys available in SAP)
ERB -Rebate Sales deduction
ERU –Rebate accruals
Step 4.2: Assign Account Keys to our Pricing Procedure
In standard pricing procedure it’s available
Steps 901 to 905

Step 4.3: Maintain Access Sequence


(standard already created like Accounting Determination Procedure)
Step 4.4: Define Account Determination Types
Assign access sequence to Condition type
Step 4.5: Assign G/L Account

Choose table 1-customer group/Material Group/Account Key


Click on Assign button and Maintain G/L Account Provision Account

Step 5: Activate Rebate Processing


IMG>SD>Billing>Rebate Processing>Activate Rebate Processing
Click on “Activate Rebate Processing”
Select “Billing Documents for Rebate Processing” in Choose Activity.

Step 5.1: Select Billing Document for Rebate Processing


T-Code: OVB0

(Or) T-code: VOFA


Enter billing Document Type and put check mark for Relevant for Rebates

Go back, Select “Activate Rebate Processing for Sales Organizations”

Step5.2: Activate Rebate processing for sales organization


Click on Choose

(Or) Go to Enterprise structure

T-code: OVX5
Select your sales organization
Put check mark for Rebate process Active
Step 5.3: The payer must be relevant for rebate processing.
Go to XD01 or XD02 Payer customer master record
Go to sales are data tab then choose Billing tab put check mark for “Rebates”

Step 6: Create Rebate Agreement


T-code: VBo1 or SAP Easy Access Path
SAP Menu>Logistics>Sales and Distribution>Master Data>Agreements>Rebate Agreement
(VBO1-Create/VBO2-Change/VBO3-Display)
Choose created one (Ex: Z002)

Specify the rebate recipient [Customer master payer number]


Specify the validity period of the agreement
Specify the agreement status: Blank [] = Open
Specify the verification level [F] = Display totals by Payer/Material
Then click on Conditions on top
Maintain (Accruals amount) condition record for material rebate how much rebate we want to give it to
the customer
If we click on scales button

Here I maintained for each product 1 rupee


go back
save it.
With this configuration part is completed
Step7: create sales order
T-code: VA01
Specify Organizational details
Press F8(document Complete)
Check item conditions
Save it
Step 8: Create Delivery
T-code: VL01n
Step 9: create Billing document

Check ITEM conditions BO02 will display in conditions tab because we maintained requirement ‘24’ in
our pricing procedure
save it
Now Rebate Settlement to customer
Step 10: Go to VBo2 rebated agreement
Enter rebate agreement which we created
Ex: 34

Check agreement status to ‘B’


On the menu bar choose “Rebate Payment”

Here Customer is eligible for 50 Rs rebate accruals amount


If we observe Verification Levels
Will get details of payer customer master total rebate accruals amount
We can settle the rebate amount by manual or automatic

Manually we can select the customer eligible amount

Then we can save it


It will create automatically credit memo request
Here I have chosen 5Rs/- and save it
We will get the message like this bottom of the screen.

Or if we want to give full settlement to the customer click on

It will create automatically Rebate Request for Manual Accruals for entire eligible pending amount.
It will happened in the back ground
If we want to check that go to this path or Click T-code: VOV8
Select any one of the above document type
B1, B2, B3 OR B4 click on details icon

Coming back to Rebate credit memo request


Back ground automatically created we can check these details by using T-code: VA03
Now create Billing Document by using sales order number
Check the conditions
Save it
Billing document will be generated
Rebate accrual amount 5Rs
Check Accounting Document

General ledger view

With this Rebate agreement process is completed.

Note: configured in IDES system,Information purpose only.

Regards,
Krishna.

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