RebateProcessConfiguration

Version2
RebateProcessingRebates:Rebateagreementisaspecialagreementgrantedtothecustomeronaspecific
volumeofsalesoveraspecificperiodoftime.ConfigurationPath:IMG>SD>Billing>Rebate
Processing>RebateAgreements>DefineAgreementTypes>

Step1:DefineAgreementTypeSelect"DefineAgreementtype"fromchooseactivity,doubleclickonit

SelectanAgreementclickoncopybuttonandrenameit

hereIselectedstandardandrenamed0002MaterialRebatetoZ002MaterialRebateAA11

Step2:ConditionTypeGroups

2.1:ClickonDefineconditionTypegroupsClickonNewEntriesEnteryourCopiedConditionTypegroup
whichyoucreatedandMaintainBlankforCategoryoftheconditiontypegroup

Step2.2:AssignConditionTypes/tablestoConditionTypegroups

ClickonNewEntriesAssignConditionTypeBo02andConditionTable1toyourConditionType
GroupZ002

Step2.3:AssignConditionTypegroupstorebateagreementtypes

Clickonit,AssignConditionTypegrouptoAgreementType

Step3:ConditionTechniqueforRebateProcessing

ClickonitSameaslikePricingProcedureconfigurationStep3.1:SelectMaintainconditiontablefor
RebatesSelectMaintainConditionTablesforRebateandClickonChooseBasedonrequirementwecancreate
newconditiontableSaveandexit(ifanythingcreated)3.2:MaintainAccessSequenceSelectMaintainAccess
SequenceClickonChoose,GotoNewEntriesandMaintainAccessSequenceMaintain1Relevantfor
RebatesStep3.3:DefineConditionTypes:ChooseDefineconditiontypesSelectitandclickonChooseRebate
conditiontypes(BO01,BO02,BO03,BO04,BO05,BO06)areavailableinStandardSAPAssignAccess
sequencetoconditionType(ifcopied)Step3.4:MaintainPricingProcedure:SelectMaintainPricingProcedure
andclickonChooseChooseStandardorcopiedPricingProcedurebyuseClickonPositionButtonleftside
DialogStructureMakesurethatRebateconditiontypesmustavailablein(copied)pricingprocedureWith
Requirement24(onlyinBillingDocument)

AccountKeyERBAccrualsERUStep4:AccountDeterminationforRebates(IfyouraregoodatAccount
determinationProcedureconfigurationnoneedtofallowthis)ThesameprocesslikeAccountDetermination
ProcedureStep4.1:DefineA/Ckeys(StandardkeysavailableinSAP)ERBRebateSalesdeductionERU
RebateaccrualsStep4.2:AssignAccountKeystoourPricingProcedureInstandardpricingprocedureits
availableSteps901to905

Step4.3:MaintainAccessSequence(standardalreadycreatedlikeAccountingDeterminationProcedure)Step
4.4:DefineAccountDeterminationTypesAssignaccesssequencetoConditiontypeStep4.5:AssignG/L
AccountChoosetable1customergroup/MaterialGroup/AccountKeyClickonAssignbuttonandMaintainG/L
AccountProvisionAccountStep5:ActivateRebateProcessingIMG>SD>Billing>RebateProcessing>Activate
RebateProcessingClickonActivateRebateProcessing

SelectBillingDocumentsforRebateProcessinginChooseActivity.

Step5.1:SelectBillingDocumentforRebateProcessingTCode:OVB0

(Or)Tcode:VOFA

EnterbillingDocumentTypeandputcheckmarkforRelevantforRebates
Goback,SelectActivateRebateProcessingforSalesOrganizations
Step5.2:ActivateRebateprocessingforsalesorganizationClickonChoose

(Or)GotoEnterprisestructure
Tcode:OVX5SelectyoursalesorganizationPutcheckmarkforRebateprocessActive

Step5.3:Thepayermustberelevantforrebateprocessing.GotoXD01orXD02Payercustomermaster
recordGotosalesaredatatabthenchooseBillingtabputcheckmarkforRebates

Step6:CreateRebateAgreementTcode:VBo1orSAPEasyAccessPathSAPMenu>Logistics>Salesand
Distribution>MasterData>Agreements>RebateAgreement
(VBO1Create/VBO2Change/VBO3Display)

Choosecreatedone(Ex:Z002)

Specifytherebaterecipient[Customermasterpayernumber]Specifythevalidityperiodofthe
agreementSpecifytheagreementstatus:Blank[]=OpenSpecifytheverificationlevel[F]=Displaytotalsby
Payer/Material

ThenclickonConditionsontopMaintain(Accrualsamount)conditionrecordformaterialrebatehowmuch
rebatewewanttogiveittothecustomer

Ifweclickonscalesbutton

HereImaintainedforeachproduct1rupeegoback

saveit.WiththisconfigurationpartiscompletedStep7:createsalesorderTcode:VA01SpecifyOrganizational
detailsPressF8(documentComplete)CheckitemconditionsSaveitStep8:CreateDeliveryTcode:VL01nStep
9:createBillingdocument

CheckITEMconditionsBO02willdisplayinconditionstabbecausewemaintainedrequirement24inour
pricingprocedure

saveitNowRebateSettlementtocustomerStep10:GotoVBo2rebatedagreementEnterrebateagreement
whichwecreatedEx:34

CheckagreementstatustoB

OnthemenubarchooseRebatePayment

HereCustomeriseligiblefor50RsrebateaccrualsamountIfweobserveVerificationLevelsWillgetdetailsof
payercustomermastertotalrebateaccrualsamount

Wecansettletherebateamountbymanualorautomatic

Manuallywecanselectthecustomereligibleamount

ThenwecansaveitItwillcreateautomaticallycreditmemorequestHereIhavechosen5Rs/andsaveit

Wewillgetthemessagelikethisbottomofthescreen.Orifwewanttogivefullsettlementtothecustomerclick
on

ItwillcreateautomaticallyRebateRequestforManualAccrualsforentireeligiblependingamount.Itwill
happenedinthebackgroundIfwewanttocheckthatgotothispathorClickTcode:VOV8Selectanyoneofthe
abovedocumenttypeB1,B2,B3ORB4clickondetailsicon

ComingbacktoRebatecreditmemorequestBackgroundautomaticallycreatedwecancheckthesedetailsby
usingTcode:VA03NowcreateBillingDocumentbyusingsalesordernumberChecktheconditionsSaveitBilling
documentwillbegeneratedRebateaccrualamount5RsCheckAccountingDocument

Generalledgerview

WiththisRebateagreementprocessiscompleted.
Note:configuredinIDESsystem,Informationpurposeonly.
Regards,

Krishna.