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 orderT-code: VA01

Specify Organizational details

Press F8(document Complete)

Check item conditions

Save it

Step 8: Create DeliveryT-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 agreementEnter 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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