Download - SD Rebates
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India SAP CoE, Slide 1
SD1013 – SD Rebate Agreements v 1.0
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Rebate Agreements
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
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India SAP CoE, Slide 3
Rebates…?
• A rebate is a special discount which is paid retroactivel to a customer.
• !his discount is based on the customer"s sales volume over a speci#ied
time period.
• $ou de#ine the details o# the rebate in a rebate agreement. %n the
agreement ou speci# i& who receives the rebate pament' ii& on what
criteria the rebate is based (customer) customer and material) etc&' iii&
how long the rebate agreement is valid
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India SAP CoE, Slide 4
Rebate Agreements
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
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India SAP CoE, Slide 5
*urpose
• %mmense competition lead business to devise
various was o# incentive o##ers to their
customers
• At times it is necessar #or business to rewardtheir customers based on their per#ormance
( +uantit or value& #or a speci#ic period
• ,ence an agreement with details li-e) who
receives) how much to receive) criteria toreceive) when to receive are made e/ecuted
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se
• An agreement between the business and a
customer which becomes active onl when the
customer purchases the re+uired sales volume.
• sed primaril as incentives or supplements to
increasesustain product sales.
• Aids in attracting new customers or in -eeping the
e/isting customers happ.
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2hallenges
• 2orrect trac-ing o# the validit period o# theagreement
• Settling the credit amounts and re#lecting thesame in accounting
• %ncorporating past sales #igures into thesettlement i# the #all in the validit period
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Rebate Agreements
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
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India SAP CoE, Slide 9
Rebate Agreements in SA*
• A Rebate is an agreement between the business and a customer.
• !his agreement ta-es the #orm o# a discount based on the salesvolume #or the customer over a speci#ic period o# time.
• !he rebate is onl relevant i# the customer purchases there+uired sales volume in that speci#ied period.
• ,owever SA* allows other options too #or setting the agreementconditions.
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Rebate Agreements in SA*(2ontinued&
• !he rebate agreement has separate condition records #oreach product the customer bus.
• !hese condition records speci# the rebate amount orpercentage due to the customer #or each product.
• ne can also speci# a pricing scale so that the customer
can earn a better rebate b ordering more products.
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Rebate Agreement !pes
• 4ver Rebate is associated with a tpe called the RebateAgreement !pe.
• !he Rebate agreement tpe determines which data thesstem is to automaticall propose #or the rebateagreement.
• !he condition tpe #rom the pricing procedure) is to be
attached to a condition tpe group) which will in turn beattached to a agreement tpe.
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Rebate Agreement !pes(2ontinued&
• $ou ma de#ine rebates on as man levels as ou re+uire) 5ust as #oran other pricing condition.
• !he standard sstem provides the #ollowing rebate agreement tpes6
1. 7aterial rebate
8. 2ustomer rebate
3. 2ustomer hierarch rebate
9. 7aterial group rebate
:. %ndependent o# sales volume
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Settlement 7aterial
• $ou ma have a rebate that does not re#er to a particular
material) but rather to a group o# materials or to a customer. %n
this case) ou must re#er to a settlement material in order to
provide in#ormation at the material level
•7aintain the rebate material in the material master in the Sales
and Accounting views
•;hen creating a credit memo) the settlement material is the
source #or important material master data) #or e/ample) account
determination
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Relationship to *ricing
•Rebates di##er #rom other -inds o# discounts in that the arebased on sales volume over time and are paid retroactivel.
•,owever) the sstem processes rebates in much the same waas other -inds o# pricing elements.
•Rebate data is saved in condition records.
•2ontrolling #or rebate processing is carried out via conditiontpes) pricing procedures and access se+uences.
•!his control data is de#ined in 2ustomi
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*rere+uisites #or Rebate
*rocessing• %n order #or rebates to #unction) rebate processing must be
activated #or6
1. !he sales organi
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2reation o# Rebate Agreements
• !he rebate agreement is created with re#erence to a rebate agreementtpe. !he #eatures o# each rebate agreement tpe are set in 2ustomi
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Organization of Information Structures
• Rebate processing begins b creating a rebate>relevant
billing document.
• !he valid rebates are determined b the pricing procedure
using the rebate basis subtotal.
• 4ach rebate condition tpe has an assigned accessse+uence.
• !he sstem uses the access se+uence to search #or the
valid rebate condition records. %# valid condition records
are #ound) the accrual rate is read.
• Re+uirement 89 in the pricing procedure en#orces that the
rebate conditions are used onl in billing documents.
Rebate *rocessing
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Organization of Information Structures
• Re+uirement 8: in the pricing procedure en#orces that therebate conditions are used onl in rebate>relevant billing
documents.
• !he rebate accrual amount is calculated using the rebatebasis.
• !he sstem posts an accrual to #inancial accounting as soonas the rebate>relevant billing document is released to
accounting.
• At the same time) the sstem updates the rebate basis andthe accrual amount in the rebate agreement sales volume
screen.
Rebate *rocessing(2ontinued&
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• !he sstem uses the accumulated amounts in the
rebate agreement to create a rebate settlement.
• !he sstem generates a rebate credit memo re+uest
#or the
rebate pament amount speci#ied.
• !here are 3 statuses available #or rebate agreements
1. Status A re#ers to an open rebate agreement.
8. Status means the rebate is released #or
settlement.3. Status 2 means ou have actuall e/ecuted the
settlement. !he Sstem creates a credit memo
re+uest #or the accrual amount.
2reating Rebate Settlements
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• $ou can displa the sales volume and drill>down in the
rebate agreement.
• $ou can carr out a #inal settlement #or the rebateagreement either6
a. 7anuall
b. Automaticall
c. %n the bac-ground (batch programs6 R@1:2001 and
R@1:2008&
• Accruals are reversed as soon as the rebate agreement
is settled b credit memo.
2reating Rebate Settlements (2ontinued&
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*artial Rebate Settlement
•Retroactive rebate agreements allow ou to ta-e into account
billing documents created be#ore the rebate agreement is
created.
•!he rebate basis #or the billing documents created previousl
is accumulated and recorded in the rebate agreement
•!he accrual amount is not automaticall updated #or
previousl created billing documents. !his amount must be
entered manuall
•Rebate>relevant billing documents created a#ter the rebate
agreement is created update both the rebate basis and accrual
#ields automaticall
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2reating Rebate Settlements
• *artial rebate settlements can be limited #or each rebate
agreement tpe as #ollows6
1. up to the accumulated accrual amount
8. up to the calculated pament amount #or the current
date
3. unlimited
• Accruals are canceled automaticall when a credit memo
is created) provided that the rebate agreement tpe is set
accordingl in 2ustomi
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Rebate Agreements
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
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Activating Rebate *rocessing in
illing !pe Sales rg.Displa %7
Sales Distribution
illing Rebate
*rocessing
Activate Rebate
*rocessing
1. Go to Sales & ist!i"#tion
2. Sele$t %A$tiate
'e"ate P!o$essin()
3. o#"le $li$* on one
o+ te t-o otions
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Activating Rebate *rocessing in
*aer 7aster Recordse !ransaction BD08 to chec-change Rebate Activation in paer master.
2hec- in Sales Area Data – illing Documents !ab
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Rebate Agreement !pes
1. Go to Sales & ist!i"#tion
2. Sele$t %e+ine 'e"ate
A(!ee/ent tes)
3. o#"le $li$* on %e+ine
'e"ate A(!ee/ent tes)
%denti#ies the
tpe o# rebateagreement
(#or e/ample)
whether the
rebate is
based on a
customer oron a material&.
Displa %7
Sales Distribution
illing Rebate
*rocessing
Rebate Agreements
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Rebate Agreement !pes(2ontinued&
Cli$* on tis "#tton to
$!eate ne- !e"ate
a(!ee/ent tes
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Assigning 2ondition !pe to a
roup
1. Go to Sales & ist!i"#tion
Displa %7
Sales Distribution
illing Rebate
*rocessing Rebate
Agreements 2ondition!pe roups CAssign
2ondition tpestables to
2ondition !pe roups
2. Cli$* on %Assi(n Condition
testa"les to Condition e G!o#s)
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Assigning 2ondition !pe to a
roup (2ontinued&
Se$i+ies a (!o#in( o+
$ondition tes and $ondition
ta"les +o! #se d#!in( !e"ate
!o$essin(.
%n this %7 activit)
ou assigncondition tpes and
condition tables #or
rebate processing
and condition tpe
groups.
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Assigning 2ondition !pe roup
to Agreement !peDispla %7
Sales Distribution
illing Rebate
*rocessing Rebate
Agreements 2ondition
!pe roups CAssign2ondition !pe roups to
Rebate Agreement !pes
1. Go to Sales & ist!i"#tion
2. Cli$* on %Assi(n Condition e
G!o#s to 'e"ate A(!ee/ent es)
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Assigning 2ondition !pe roup
to Agreement !pe (2ontinued&
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2reating a Rebate Agreementse !ransaction @1 to create a Rebate Agreement. n e/ecuting it) it would
as- #or a Agreement !pe. 4nter the Agreement tpe and press enter.
Pla$e te $#!so! in te "o and
!ess 4 to te ossi"le ent!ies +o!te !e"ate a(!ee/ent te.
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2reating a Rebate Agreement(2ontinued&
1. Sele$t 0003 C#sto/e!
'e"ate and !ess ente!
2. indo- os # +o!
ente!in( te sales a!ea
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2reating a Rebate Agreement(2ontinued&
1. Ente! 'e"ate 'e$iient
2. Set stat#s to %A)
3. Cli$* on Conditions "#tton
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2reating a Rebate Agreement(2ontinued&
1. Ente! C#sto/e! 2. Ente! A/o#nt in 3. Ente! A$$!#al a/o#nt
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2reating a Rebate Agreement(2ontinued&
Cli$* on Goto and sele$t%ate!ial +o! Settle/ent)
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2reating a Rebate Agreement(2ontinued&
1. Ente! ate!ial
2. Cli$* on Sae
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2reating a Rebate Agreement(2ontinued&
A(!ee/ent is saed
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Sales rder 2reationse !ransaction @A01 to create a sales order.
1. Sele$t o!de! te
2. Ente! Sales A!ea
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Deliver 2reation
se
!ransaction
@E01n to
create a
deliver)
create
trans#er
order i#
necessar
or manuall
pic- theitems and
post goods
issue.
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India SAP CoE, Slide 43
illing Document 2reation
se
!ransaction
@=01 to
create a
billing
document
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Displa Rebate Agreement
Sele$t Sales >ol#/e
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Displa Rebate Agreement
Cli$* on Sales >ol#/e and te
>e!i+i$ation ?eel. e details o+ te
a/o#nt o+ dis$o#nt (ien to te
$#sto/e! +o! a /ate!ial is seen
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Settling the Agreement
• se @8 and tpe in the agreement Fumber. 2hange the AgreementStatus to and clic- on =inal Settlements>GAutomatic. n doing so) a2redit 7emo Re+uest gets created.
• Status is set to 2. Save it.
• A credit 7emo Re+uest Fumber is generated.
• o to @A08 and tpe in the 2redit 7emo Re+uest number generated.Remove the illing loc- and Save it.
• se @A08 to go to Sales Document and 2lic- on illing. n Saving it)the 2redit 7emo Re+uest is now illed
• o to @3 and see the Agreement Status. %t would have been set to D)which means that #inal settlement o# agreement has been carried out.
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Rebate Agreements
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
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4/ercise
•2reate rebate agreement ensuring that billing documents createdbe#ore the agreement but #alling in the validit period are accounted #or
•2reate a sales document) deliver it and create the billing document
•2hec- #or sales volume and veri#ication level in the agreement
•2reate settlements (*artial and =ull&
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Rebate Agreements
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
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!ransaction 2odes
@(8 2hange @iew HRebate Agreement !pesH6 verview
@(: Assign 2ondition !pe roups to Rebate Agreement !pes
@0 Activate rebate processing #or billing document tpes
@1 Activate rebate processing #or sales organi