SAP S4/HANA SD

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Rebate Processing "
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 Due to size constraint not able provide complete information here.

RebateProcessing

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

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

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 you are good at Account determination Procedure configuration no need to fallow this)

The same process as 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

(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

(Or) Go to Enterprise structure

T-code: OVX5

Select your sales organization

Put check mark for Rebate process Active

Step5.3: 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

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

Step9: 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’

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 automatically create credit memo request

Here I have chosen 5Rs/- and save it

We will get the message like this bottom of the screen.

It will create automatically Rebate Request for Manual Accruals for entire eligible pending amount.

It will happen in the back ground

Select any one of the above document type.

B1, B2, B3 OR B4 click on details icon

Coming back to Rebate credit memo request

Background 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