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SAP Rebate Processing Steps

Rebate processing in SAP involves defining rebate agreement types and condition types, configuring billing documents, sales organizations, and payers for rebate processing, and maintaining rebate agreements and conditions. Key steps include defining rebate agreement types, condition type groups and assigning them, selecting billing documents and activating rebate processing for sales organizations and payers, and creating and maintaining rebate agreements and conditions. Rebate accruals and payments are then processed automatically or manually based on configuration settings.

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Harish Kumar
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603 views4 pages

SAP Rebate Processing Steps

Rebate processing in SAP involves defining rebate agreement types and condition types, configuring billing documents, sales organizations, and payers for rebate processing, and maintaining rebate agreements and conditions. Key steps include defining rebate agreement types, condition type groups and assigning them, selecting billing documents and activating rebate processing for sales organizations and payers, and creating and maintaining rebate agreements and conditions. Rebate accruals and payments are then processed automatically or manually based on configuration settings.

Uploaded by

Harish Kumar
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 DOCX, PDF, TXT or read online on Scribd
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SAP rebate processing steps

Rebate is special discount paid retroactively usually for a period of 1 year based on sales volume

Configuration settings are as under

A. SPRO->Sales & Distribution->Billing->Rebate Processing->Rebate Agreements->

Define Agreement Types Tcode : VB(2

Here you define Agreement Type , main fields are Manual Accruals Order Type, this is sales
document type which will be used for Rebates, this is sales document type should have order related
billing assigned to it,

If you want Manual Payments you can configure it, it will create Credit Memo Request, tick reverse
accruals

Also Final Settelement Sales document type and config is here.

Once you do this or you can select any standard Agreement type

0001 Group Rebate

0002 Material Rebate

0003 Customer Rebate

0004 Hierarchy Rebate

0005 Indep. of Sales Vol.

Special Mention here is Condition Type Groups

define condition type groups (Tcode VB(3 )

then Assign Condition Types/Tables To Condition Type Groups (Tcode VB(4 ),


here condtion type and table is assigned to Condition Type Groups

Assign condition type groups to rebate agreement types (Tcode VB(5)

B Condition Technique For Rebate Processing

In Standard Pricing Procedure V/08, e.g. RVAA01 please note the condition type for Rebates,

BO01 Mat/Group Rebate

BO02 Material Rebate

BO03 Customer Rebate

BO04 Hierarchy Rebate

BO05 Hierarchy rebate/mat

Also note Account Keys ERB & ERU for Account key and Accrual Key

Also Note SubTotal Filed 7 - Rebate basis KONP-BONBA, this will be assigned to Total, generally
this is net value for item

Also note Requirement type 24 Only in billing doc. is assigned all above condtion type so it appears
in billing only

you can refer to condtion type in V/07 for condtion type BO01 to BO05 , special mention is of two
fields

1.Rebate Procedure

Leave the field blank for condition types such as material rebates where the rebate payment is based
on sales volume. Accruals are then posted automatically every time you process a billing document
which is relevant for the rebate agreement. The accruals amount posted is determined by the
accruals rate defined in the condition record.

Set the indicator 'A' for condition types such as lump sum payments where the rebate payment is
based on promotional performance, for example, rather than sales volume. Accruals are then posted
manually. You decide when accruals are to be posted and for which amount.
2. Rebate: Accruals correction procedure

Controls whether an accrual is reduced, or corrected, by the amount of the partial payment received.

Procedure

If you want the system to automatically correct accruals, leave this field blank. If you do not want to
correct accruals, enter 'A'. Enter 'B' if you have entered an accrual manually and do not want the
system to change it.

C. Account Determination For Rebates - It is as per standard account determination , please refer
VKOA for ERB and ERU

D. Activate Rebate Processing

This is at Three levels billing document, sales org and payer , all three should be

rebate relevant.

1. Select billing documents for rebate processing (TCode : OVB0) , you should

not select Proforma Invoice for Rebate Processing...

2. Activate rebate processing for sales organizations (TCode : OVB1)

3. Payer in XD01/2, please tick check box Rebate in sales area data-billing tab

E Also note in Material Master MM01/2/3 Sales Org2 field Volume rebate group This is Group
definition that can be used for rebate settlement. This field can be used in condtition records

Now the Configuration is done, We can maintatin necessary data for rebate agreement.

Go to SAP Menu, Logistics->Sales & Distribution->Master Data-> Agreements->Rebate Agreement-


> Create (Tcode VBO1)

Select the agreement type and enter, you can give rebate receipient -you can use SP, SH or PY, but
ensure Rebate check box should be activated

Now you can maintain Conditions by clicking the condition TAB,


you can maintain the condtions as you are maintaining in VK11,

If you are using Volume Rebate group(MM02) or other Customer/Material group for Rebate
Configuration then you click on Material and click on details (Magnifying glass), you can give Matl f.
settl enter material which will be used for account assignment and sales details will be taken from
this material

Then create the sales order for the SP

Then go to VB02 and click on Sales Volume (Business Volume) and click on execute to create Credit
Memo Request.Subsequently Credit Memo can be created with reference to this Credit Memo
Request.

Thanks

Harish K

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