sd rebates

8/18/2019 SD Rebates

1/50

India SAP CoE, Slide 1

SD1013 – SD Rebate Agreements v 1.0


2/50


Rebate Agreements

1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe


3/50


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


4/50


Rebate Agreements

1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe


5/50


*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


6/50


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.


7/50


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


8/50


Rebate Agreements

1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe


9/50


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.


10/50India SAP CoE, Slide 10

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.



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.



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



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



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



*rere+uisites #or Rebate

*rocessing• %n order #or rebates to #unction) rebate processing must be

activated #or6

1. !he sales organi



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



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



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&



• !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



• $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&



*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



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



Rebate Agreements

1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe



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


25/50



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





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



Rebate Agreement !pes(2ontinued&

Cli$* on tis "#tton to

$!eate ne- !e"ate

a(!ee/ent tes


29/50


Assigning 2ondition !pe to a

roup


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)


30/50


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.


31/50


Assigning 2ondition !pe roup

to Agreement !peDispla %7

Sales Distribution

illing Rebate

*rocessing Rebate

Agreements 2ondition

!pe roups CAssign2ondition !pe roups to



2. Cli$* on %Assi(n Condition e

G!o#s to 'e"ate A(!ee/ent es)


32/50


Assigning 2ondition !pe roup

to Agreement !pe (2ontinued&


33/50


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.


34/50


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


35/50



1. Ente! 'e"ate 'e$iient

2. Set stat#s to %A)

3. Cli$* on Conditions "#tton


36/50



1. Ente! C#sto/e! 2. Ente! A/o#nt in 3. Ente! A$$!#al a/o#nt


37/50



Cli$* on Goto and sele$t%ate!ial +o! Settle/ent)


38/50



1. Ente! ate!ial

2. Cli$* on Sae


39/50



A(!ee/ent is saed


40/50


Sales rder 2reationse !ransaction @A01 to create a sales order.

1. Sele$t o!de! te

2. Ente! Sales A!ea


41/50


42/50


Deliver 2reation

se

!ransaction

@E01n to

create a

deliver)

create

trans#er

order i#

necessar

or manuall

pic- theitems and

post goods

issue.


43/50


illing Document 2reation

se

!ransaction

@=01 to

create a

billing

document


44/50


Displa Rebate Agreement

Sele$t Sales >ol#/e


45/50


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


46/50


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.


47/50


Rebate Agreements

1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe


48/50


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&


49/50


Rebate Agreements

1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe


50/50

!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