Rebate Process Configuration

Rebate Process Configuration | SAP Blogs https://blogs.sap.
com/2013/04/04/rebate-process-configuration/
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Rebate Process Configuration

April 4, 2013 | 15,894 Views |
Krishna Kumar
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SD (Sales and Distribution)
Sales | SAP ERP | enterprise resource planning | sap erp sales and distribution
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Rebate Process Configuration | SAP Blogs https://blogs.sap.com/2013/04/04/rebate-process-configuration/
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>
Step 1: Define Agreement Type
SelectDefine Agreement type from choose activity,double click on it
Select an Agreement click on copy button and rename it
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(Or) Go to Enterprise structure
T-code: OVX5
Select your sales organization
Put check mark for Rebate process Active
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
Step 6: Create Rebate Agreement
T-code: VBo1 or SAP Easy Access Path
SAP Menu>Logistics>Sales and Distribution>Master
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Data>Agreements>Rebate Agreement
(VBO1-Create/VBO2-Change/VBO3-Display)
Choose created one (Ex: Z002)
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
Here I maintained for each product 1 rupee
go back
save it.
With this configuration part is completed
Step7: create sales order
T-code: VA01
Specify Organizational details
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Press F8(document Complete)
Check item conditions
Save it
Step 8: Create Delivery
T-code: VL01n
Step 9: create Billing document
Check ITEM conditions BO02 will display in conditions tab because we

maintained requirement 24 in our pricing procedure
save it
Now Rebate Settlement to customer
Step 10: Go to VBo2 rebated agreement
Enter rebate agreement which we created
Ex: 34
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Check agreement status to B
On the menu bar choose Rebate Payment
Here Customer is eligible for 50 Rs rebate accruals amount
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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
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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
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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.
17 of 18 10/27/2017, 6:24 PM
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Rebates: Rebate agreement is a special agreement

Step 1: Define Agreement Type

SelectDefine Agreement type from choose activity,double click on it

Select an Agreement click on copy button and rename it

(Or) Go to Enterprise structure

Select your sales organization

Put check mark for Rebate process Active

Step 5.3: The payer must be relevant for rebate processing.

Go to XD01 or XD02 Payer customer master record

Step 6: Create Rebate Agreement

T-code: VBo1 or SAP Easy Access Path

SAP Menu>Logistics>Sales and Distribution>Master

Choose created one (Ex: Z002)

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

Then click on Conditions on top

If we click on scales button

Here I maintained for each product 1 rupee

With this configuration part is completed

Step7: create sales order

Specify Organizational details

Press F8(document Complete)

Check item conditions

Step 8: Create Delivery

Step 9: create Billing document

Check ITEM conditions BO02 will display in conditions tab because we

Now Rebate Settlement to customer

Step 10: Go to VBo2 rebated agreement

Enter rebate agreement which we created

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

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 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

Now create Billing Document by using sales order number

Check the conditions

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.

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