http://scn.sap.

com/docs/DOC-33000

REBATE PROCESS IN PURCHASE

Rebate agreement is contract that is made between the vendor & the buyer for giving certain percentage of discounts on
supplying over a particular value of material.
The below mentioned is the step for the same
Step 1: Creation of a Rebate Agreement.
Vendor Used:100023
Rebate Agreement Created: 37
A. T-codeàMEB1
Select Agreement Type -1000(Vendor Based Rebate).
-2000(Material Based Rebate)
Then select

Enter the required Purchasing.Org & Purchasing Group

Enter the Condition Granter ( i.e. Vendor),Currency, validity start & end of the agreement.
Select the .

Maintain the rate of rebate.

 Select
Maintain Scales according to the value & discounts.

A. Goto-->Material for settlement.

Enter the material code. This material will be used at the time of settlement through credit memo. We can create a dummy
material for this purpose.
Save the agreement.
 Step 2: Setting up the vendor master.
T-code: XK02
Select the Purchasing Data Field & select the mentioned fields in Control data.
1. 1. Subsequent Settlement
2. 2. Subseq.sett.index.
3. 3. B.vol comp./ag.nec

Step 3: Partner function

 The partner function Invoicing Party need to be maintained as to vendor.

Step 4:Define Business Volume Comparison type

A. SPRO-->MM-->Purchasing-->Subsequent Settlement-->Agreements

Step 5: Define Rebate Arrangement Types for Subsequent Settlement

 SPRO-->MM-->Purchasing-->Subsequent Settlement-->Agreements

Here you can assign the BV Comp/agree.type

 The time of update of the Settlement ie PO/GR/IV
I have used IV as the control parameter & hence did the complete process to update agreement.

STEP 6: Creation of PO
T-Code: ME21N
Create a fresh PO for the vendor 100023; maintain the Material, Plant, Quantity etc.

I. In Conditions tab, check the Rebate Condition -->A001.Select Details .

Details Screen: Rebate Agreement 37 Active for the Vendor.

Rebate Agreement -37 picked automatically for the Vendor as created.

Step 7: Goods Receipt

Step 8: Invoice Verification

T-code: MIRO

Step 9: Running Rebate Settlement

T-code: MEB4
Enter the Vendor as Condition Granter, Settlement date as the agreement end date mentioned & simulate.
As the PO value is less than 50000, as mentioned in rebate agreement the rebate % is 0.
Created another PO with value 45000; done GR & IV.
After the 2nd Invoice Done for Rs.45000 (Total PO Value=5000+45000) Hence Rebate of 6%

Created another PO with value 50100; done GR & IV.

After the 3rd Invoice Done for Rs.50100 (Total Value=50000+50100) Hence Rebate of 7%
Simulating Finally

Settlement Done

Here the material we had mentioned in the agreement 37 as material for settlement is used to post the rebate.

-Arun Yesodharan
Associate Consultant
HCL Infosystems
8960 ViewsProducts: sap_erp_logistics_materials_management Topics: enterprise_resource_planning Tags: settlement, rebate_agreemen
t,meb4
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 14 Comments


prabhu thiyagarajan Jul 11, 2013 12:45 PM
Its Really Good Document
Like (0)


Neil Huang Sep 13, 2013 4:24 AM
thanks for your sharing.
Like (0)


Nazeer Shaik Sep 24, 2013 6:35 AM
Arun, Good piece of work..
Like (0)


Sagar Gaikwad Sep 25, 2013 3:51 PM
Hi Arun,

This is really a good document. There are hardly any documents available for SAP vendor rebate on web. I
have prepared a client presentation for vendor rebate. Below is document link. You can add your
experience/questions about vendor rebate process design if you would like.

http://scn.sap.com/docs/DOC-46495

Thanks,
Sagar
Like (0)


Limor MM Mar 20, 2014 11:08 AM
Great documentation!!

Thanks.

Like (0)

o
Mehmet Ozgur Unal Mar 21, 2014 12:03 AM (in response to Limor MM)
keep it up !
Like (0)


Partha Sarkar Mar 22, 2014 11:23 AM
thanks bro....great doc.

Partha
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
Steven Hu Jun 13, 2014 11:24 AM
Great, thank you for share.
Like (0)


Nihal Viradiya Jun 13, 2014 12:42 PM
This is really nice document, Thank you for sharing it.

Nihal
Like (0)


Lakhya Pratim Baruah Jul 4, 2014 5:04 PM
Hi Arun,

Nice document. I have done exactly checked as per your document.

Why are the scales maintained. When I try to make a PO for 100000 - it takes rebate as 6% only not 7 %. Even
if you make a PO for less value say Rs 10, it takes 6%. (chk PO-Tim Indpn)

Secondly, if a rebate agreement is only to be settled at the end of the period, not on every PO, how is that to be
done.

Regards,
Like (0)

o
Arun Yesodharan Jul 4, 2014 9:22 PM (in response to Lakhya Pratim Baruah)
Hi Lakhya,

The scales will only come into picture once the cumulative figure of the procured qty is executed for
rebate settlement.

In PO it will display remains the same.

Like (0)


Lakhya Pratim Baruah Jul 5, 2014 6:59 AM (in response to Arun Yesodharan)
Ok got it.

in my case while doing MIGO, the Rebate amount is getting deducted from Stock account
which should not be. May be there is something wrong in the Step number of my Rebate
Condition.
Like (0)


Marco Sposa Mar 31, 2015 3:44 PM
Thanx for the gr8 document, please can you also explain how to remove or cancel a rabate,
witch are cautions to take be4 cancel the rebate? Are they any actions to take on supplier when the rebate
associate to him is dismiss?
Regards.
 Like (0)


Henrique José Porfirio Terras Mar 31, 2015 3:52 PM
Thanks for your sharing.
Good work.

HT

EKPO - Purchasing Document Item MM - Purchasing

MARC - Plant Data for Material Logistics - Material Master
EKKO - Purchasing Document Header MM - Purchasing
MSEG - Document Segment: Material MM - Inventory Management
LFA1 - Vendor Master (General Section) FI - Financial Accounting
MAKT - Material Descriptions Logistics - Material Master
MKPF - Header: Material Document MM - Inventory Management
MARD - Storage Location Data for Material Logistics - Material Master
EBAN - Purchase Requisition MM - Purchasing
MBEW - Material Valuation Logistics - Material Master
EKBE - History per Purchasing Document MM - Purchasing
EKET - Scheduling Agreement Schedule Lines MM - Purchasing

Read more: http://www.tcodesearch.com/sap-tables/search?q=rappel+mm#ixzz453gfgIuk

PRUEBAS 23 DE NOV DE 2016

https://archive.sap.com/discussions/thread/3935826

https://blogs.sap.com/2012/11/05/rebate-in-mm/

https://archive.sap.com/discussions/thread/1917529

Rebate Settlement Accounting

Postings
Hello
I am configuring extended rebate agreements. In order to handle the rebate accruals, i have
set up G/L account and provision account, maintained my price procedure with appropriate
account key and accrual key. Accruals work fine as follows
DEBIT G/L ACCT 420050
CREDIT ACCRUAL 122555
My issue is with settlement...partial or final. I am using t-code rbt_enh_v7 to create the
settlement docs. I want the accounting to be like this
DEBIT ACCRUAL 122555
CREDIT PAYER CUSTOMER
If i set the agreements to always correct, my accounting on both partial and final settlements is
DEBIT ACCRUAL 122555
CREDIT G/L 420050
DEBIT G/L 420050
CREDIT PAYER CUSTOMER
If i set my agreements to never correct, then i effect the partial settlement where
DEBIT G/L 420050
CREDIT PAYER CUSTOMER
And then the accruals are reversed with the final settlement.
Is there any way to set configuration so that when i settle, i simply debit accrual and credit
customer without first reversing to the expense account or am i locked into this method of
accounting with rebates?
Best regards

Thomas Aitchison
May 09, 2012 at 10:59 AM
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2 replies

satish kumar replied

May 09, 2012 at 07:47 AM
Hi,
I am facing the same problem,the only changes is that am not using the Ext.Rebate
Agreements but the standard Reb. agreement.
The accrual entry seems to wrong at the time of monthly settlement.
If you had find something kindly let me know.
Satish
0 likes

Naveen Aggarwal replied

May 09, 2012 at 10:59 AM
Hi Thomas,
Can you specify the example with amount?
To me:
"If i set the agreements to always correct, my accounting on both partial and final settlements
is
DEBIT ACCRUAL 122555
CREDIT G/L 420050
DEBIT G/L 420050
CREDIT PAYER CUSTOMER"
this serves your purpose since the same GL account is getting debited and credited so effect
should be nil and net entry is what you want.
Regards,
Naveen Aggarwal
0 likes

https://help.sap.com/saphelp_erp60_sp/helpdata/en/62/9ac7536e8e2a4be10000000a174cb4/co
ntent.htm

Settlement Types in Subsequent

Settlement
A settlement type can be defined for each rebate arrangement type. The settlement type determines the way in
which settlement data is posted. There are two basic settlement types: debit-side and credit-side.

In credit-side settlement, vendor billing documents are created and in debit-side settlement, customer billing
documents are created, as the settlement documents. Credit-side settlement is suitable for vendor rebate
arrangements, debit-side settlement for customer rebate arrangements.
 You can specify whether the posting of the settlement accounting data is to take place at purchasing
organization or site level. If you post settlement accounting data at site level, you have to assign the
purchasing organization defined for the arrangement a company code in which Subsequent Settlement is
allowed.
If settlement is effected at site level, the rebate income is automatically apportioned among the individual sites
in the accounting system. It is possible to apportion income across company codes. If settlement is effected at
site level, several settlement documents are created. The exact number of settlement documents created
depends on the organizational data, such as the number of company codes.
If settlement accounting is performed at purchasing organization level, the system posts the entry for the
company code of the purchasing organization to which the rebate arrangement relates (one settlement
document per settlement run for the rebate arrangement).
In settlement accounting, the valid condition basis and the settlement amount (possibly apportioned among
sites) for each condition requiring settlement is passed on for billing. If business volumes exist for several tax
codes, the rebate incomes are distributed among the tax codes in proportion to the business volumes. A
separate billing document item is created for each tax code. The level of tax depends on the settings in the
calculation schema. You have the following options, for example:
 The invoice documents contained 16% input tax. During settlement accounting, 16% input tax is set off.
 The rebate incomes are granted as rebates for a service. As a result, 16% output tax is to be calculated.
The tax code of the invoice is of no importance.
 No tax. The rebate incomes are posted without tax.

If these billing documents have not yet been released for posting, they must be released manually. The
statistical updating in the Information System and the distribution (apportionment) of income only take place at
the time of such clearance. In the case of settlement at purchasing organization level, the income is not
apportioned by share in business volume at site level until this time.

Note
Final settlement accounting for a rebate arrangement involving the creation of a billing document is only
possible if the billing documents created in the course of partial or interim settlements have already been
forwarded to Financial Accounting. Only then is the income deriving from partial or interim settlements updated
in the statistics. You can store a vendor billing document or a sales document type (customer billing type) for
settlements via the arrangement type in Customizing. This billing type determines (via an indicator) whether
clearance for Financial Accounting is to be effected immediately or at a later point in time.