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Setting-1: Pre-Requisites.: Configuring Rebates

This document provides instructions for configuring rebate processing in SAP. It outlines three key settings: 1. Activating rebate processing in the required sales organization, customer, and billing type master records. 2. Configuring condition techniques for rebates by maintaining condition tables, access sequences, and defining rebate condition types. 3. Defining rebate agreement types which are specified when creating rebate agreements for customers. The rebate condition types are also placed in pricing procedures and assigned accrual and account keys.

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SOUMEN DAS
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131 views

Setting-1: Pre-Requisites.: Configuring Rebates

This document provides instructions for configuring rebate processing in SAP. It outlines three key settings: 1. Activating rebate processing in the required sales organization, customer, and billing type master records. 2. Configuring condition techniques for rebates by maintaining condition tables, access sequences, and defining rebate condition types. 3. Defining rebate agreement types which are specified when creating rebate agreements for customers. The rebate condition types are also placed in pricing procedures and assigned accrual and account keys.

Uploaded by

SOUMEN DAS
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Configuring rebates

Setting-1: Pre-requisites.
In order to configure the rebate, we shall activate the rebate in the following 3 areas.

 In the definition of the required sales organization, we shall check the field
“rebate process active”.
 In the required customer master record (payer) we shall check the field
“rebate”.
 In the required billing type, we shall check the field “relevant for the
rebate”.
Setting-2: Configuring condition technique for rebates.
Path: SPRO--->sales and distribution--->billingàrebate processing--->condition
technique for rebate processing.

 Maintain condition tables for the rebate.


 Create the required condition tables like the customer, material,
customer/material, etc.
 Maintain access sequences.
 Create an access sequence and place the required condition tables in it.
While creating the access sequence for the field “type”, we shall specify
the value ‘1’ (access sequence relevant for rebate).
 Define condition types.
Example:

 BO01-group rebate.
 BO02-material rebate.
 BO03-customer rebate.
The functionality of rebate condition type

 The condition class is ‘C’ (expense reimbursement).


 Plus/minus’ field contains “negative”.
 The ‘calculation type’ is “percentage” for BO01 and BO03 whereas it is
“quantity” for BO02.
 For the rebate condition types fields like ‘amount/percent’, ‘value’, ‘delete’
etc. are not available as the rebate condition types should not be
processed manually. This is controlled by the condition class ‘C’.
 The field “rebate process” specifies how the system calculates the rebate
amounts. If we leave this field blank, the system calculates a rebate on
each applicable invoice value. If we specify the value ‘1’ the system
calculates the rebate independent of the sales volume. It makes sense to
specify the value ‘1’ if the company offers a rebate in certain schemes
such as the display scheme.
 The field “provision can” specifies whether the rebate accruals are
corrected or not while setting the rebate amount to the customer.
Maintain pricing procedures

We shall place the rebate condition type in the main pricing procedure itself.
In the pricing procedure just above to the net value of the item, we shall specify a
sub-total “rebate basis” by specifying the value ‘7’ for the field “sub-total” which
updates the rebate basis in the table ‘KOMP’ and the field ‘BONBA’.
The rebate basis is nothing but the value based on which the rebate is
calculated (net value)

Below to the net value of the item we have to place the rebate condition types. As
the rebate amount shall be calculated on a rebate basis while placing the rebate
condition types in the procedure for the field “from” we shall specify the “step no” of a
rebate basis.
For the rebate condition types, we shall maintain the “requirement” ‘24’ which
specifies that the rebate condition types must only be determined into a billing
document.
For the rebate condition types, we shall assign “accrual key” as well as “account
key”. The accrual key (ERU) enables the system to post the rebate accruals from
each applicable invoice to the corresponding G/L accounts.
The settlement document (credit memo) uses the account key (ERB) to post the
rebate deductions to the corresponding G/L accounts.
Setting-3: Defining rebate agreement types.
While creating the rebate agreement for the customer, we shall specify the rebate
agreement type. For this, we need to define the agreement type with the required
functionality. For this, go to;
Path: SPROàsales and distributionàbillingàrebate processingàrebate
agreementsàdefine agreement typesàdefine agreement types.

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