CR2014: Rebate Management in

SAP CRM
Cumulated Sales Volume

India SAP CoE, Slide 1

Rebate Management in SAP CRM

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Rebate Management in SAP CRM

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Purpose
A rebate is a special discount which is granted to a customer
on the sales volume generated by the customer within a
specified period and paid retrospectively.

India SAP CoE, Slide 4

Use

Granting rebates helps :

In attracting new customers while
customers happy and retaining them.

keeping

Establishes long term customer relationship.

India SAP CoE, Slide 5

existing

Challenges

Settlement of rebates within the validity period of the

agreement.
Posting accruals and settling the credit amounts with
accounting in SAP ECC.

India SAP CoE, Slide 6

Rebate Management in SAP CRM

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Rebate Management-Process Flow

Rebate Agreement

Settlement of Rebates and

reverse accruals

India SAP CoE, Slide 8

Cumulate Sales vol. and

post accruals

Releasing Rebate Agreement

for final settlement

Rebate Management-Settlement Process Flow

CRM

Billing
Document

Rebate Extract

ECC-Accounting

Posting accruals

Rebate Due list

Settlement Document

India SAP CoE, Slide 9

Reverse Accruals

Rebate Management- Process Description

Create Rebate Agreement: Here we specify the Payer; value and
validity of the rebate agreement and the criteria of the agreement viz.
customer; material.
Sales are recorded in Sales order.
Delivery and Post goods Issues takes place in ECC.
Billing documents are transferred to accounting.
System creates extract (these are saved in database tables ; contains
information of processing rebates such as accruals, condition record,
transactional data) and entries in rebate duelist ( contains information
for settlement such as rebate recipient, cumulated sales revenue,
accruals; payment already made) for rebate relevant billing document.
Systems post accruals for settlement later on.
Settlement process comprises : a) rebate amount is calculated based
on cumulated sales. b) creation of credit memo; c) clearing of accruals.

India SAP CoE, Slide 10

Rebate Management in SAP CRM

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Prerequisites
Business partners
relevant for rebates

Set up rebate determination i.e.

Rebate condition types; Pricing
procedure

Prerequisites for Rebate processing

Define and Assign

Extract types

India SAP CoE, Slide 12

Define & Assign Rebate Profile

Cumulation Profile; Calculation
Profile; Settlement profile;
Partner profile

Rebate Condition type

If flag is not set the cond. type

behaves as a Normal discount.

IMG-> CRM ->Rebate Processing -> Set up Rebate Determination ->Create

Condition types.
India SAP CoE, Slide 13

Extract type
Copy of pricing procedure
from source transaction

IMG-> CRM ->Rebate Processing -> Extract types ->Define Extract type.
IMG-> CRM ->Rebate Processing -> Extract types ->Assign Extract type.
India SAP CoE, Slide 14

Define Cumulation Profile

IMG-> CRM ->Rebate Processing -> Rebate Profiles ->Cumulation profile ->
Define Cumulation Profile.
India SAP CoE, Slide 15

Define Calculation Profile

IMG-> CRM ->Rebate Processing -> Rebate Profiles -> Calculation profile ->
Define Calculation Profile.
India SAP CoE, Slide 16

Define Settlement Profile

IMG-> CRM ->Rebate Processing -> Rebate Profiles -> Settlement profile ->
Define Settlement Profile.
India SAP CoE, Slide 17

Define Rebate Profile

IMG-> CRM ->Rebate Processing -> Rebate Profiles ->Define Rebate Profile.

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Assign Rebate Profile

IMG-> CRM ->Rebate Processing -> Rebate Profiles ->Assign Rebate Profile.

India SAP CoE, Slide 19

Business Partner Relevant for Rebate

SAP Menu-> Master Data ->Maintain Business Partner

India SAP CoE, Slide 20

Rebate Agreement

SAP Menu-> Sales ->Rebate Management ->Maintain Rebate Agreement

India SAP CoE, Slide 21

Sales Order

SAP Menu-> Sales ->Maintain Sales Transaction.

India SAP CoE, Slide 22

Billing Document

SAP Menu-> Sales ->Billing -> Maintain Billing Due list.

India SAP CoE, Slide 23

Rebate Extract

SAP Menu-> Sales ->Rebate Management ->Rebate Extracts -> Maintain Rebate
Extracts
India SAP CoE, Slide 24

Rebate Due List

For Partial
Settlement
enter value

SAP Menu-> Sales ->Rebate Management ->Rebate Due list -> Maintain Rebate
Due list
India SAP CoE, Slide 25

Settlement
Select by
payer

SAP Menu-> Sales ->Rebate Management ->Settlement Documents -> Maintain

Settlement Documents
India SAP CoE, Slide 26

Rebate Management in SAP CRM

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Exercise
Create a BP and mark as Relevant for Rebate.
Create a rebate agreement for the customer.
Release the rebate Agreement.
Create Sales Transaction.
Deliver the Order in ERP ,Pick; PGI.
Create Billing.
Update Rebate Due list .Remove Simulation flag.
Execute Partial Settlement in the Rebate Due list.
Process Settlement .

India SAP CoE, Slide 28

Rebate Management in SAP CRM

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Help Me
Transactions
CRM_ORDER

Sales Transaction

VL01N

Create Delivery in ECC

LT03

Create Transfer Order in ECC

/BEA/CRM21

Rebate Due List

India SAP CoE, Slide 30