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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>

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Step 1: Define Agreement Type

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

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Select an Agreement click on copy button and rename it

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

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Step 2:  Condition Type Groups

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  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

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   Step 2.2:  Assign Condition Types /tables to Condition Type groups

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Click on New Entries

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

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Step 2.3: Assign Condition Type groups to rebate agreement types

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Click on it, Assign Condition Type group to Agreement Type

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Step 3:   Condition Technique for Rebate Processing

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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)

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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

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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”

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Select “Billing Documents for Rebate Processing” in Choose Activity.

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Step 5.1: Select Billing Document for Rebate Processing

T-Code: OVB0

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(Or) T-code: VOFA

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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

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(Or) Go to Enterprise structure


T-code: OVX5

Select your sales organization

Put check mark for Rebate process Active

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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”

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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)

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Choose created one (Ex: Z002)

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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

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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

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If we click on scales button

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Here I maintained for each product 1 rupee

go back

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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

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Check ITEM conditions BO02 will display in conditions tab because we maintained requirement ‘24’ in our pricing procedure

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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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19 Comments

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  1. christin barnbas

    Hi Krishna

    very nice and useful document, any one understand  and configure easily , if go through this Rebate process Document.

    Thanks

    Christin B

    (0) 
  2. eswar prasad

    Hi Krishna,

    This document is very useful and a layman can configure Rebates if he tries this document once.  thanks a lot for providing us such an useful document.

    Regards,

    Eswar

    (0) 
  3. Hong minh

    Hi, Krishna,

    After system automatically created the credit request, I check at Tcode VA02 and see that the quantity =0, and value also =0, although I manually fill the value in VBO2.

    Can you explain the case?

    Thank you very much.

    (0) 
  4. Parag Pandya

    Wow Krishna,

    Thats is what i/we wants actually, One information at one place….

    This doc has given almost every detail about Rebate…

    Thanks a Ton.

    Parag.

    (0) 
  5. Michael Kwon

    Thank you for the good documents. I have a plan to apply the rebate function for royalty payment that is driven by material. So is there a way to define a rebate agreement by materials instead of customer recipient – customer. Thanks. Michael

    (0) 
    1. Kivanc Bilgin

      Michael,

      A rebate recipient is mandatory for a rebate agreement. For every customer who is liable for rebate, you will need a separate rebate agreement in SAP standard.

      (0) 
  6. Susana Messias

    Hi,

    I have read some article about using rebate functionality for comission calculation and settlement.

    http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/105c1ac6-9d56-2d10-af9e-c747c98439d8?overridelayout=true

    Does anybody knows if there is any kind of development behind it? Because using rebates for this, I would need to create the rebate for the sales comission person, and also the customer on sales order should be the sales comission. But this does not happen… the customer is the sold to party in sales order, and the sales comission person will be in another partner function in header document.

    Does anybody can help me on this?

    Thanks

    (0) 

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