CRM-RB Rebate Processing

1.11.1 Terminology in Condition Maintenance (Changed)

Use

As of release CRM 5.1, the terms 'condition type' and 'condition maintenance group' (or 'maintenance group'), previously used on the CRM Web Client UI will be replaced with a term that is more specific to the respective use.

The following terms replace the previous term 'condition type':

Use New Description

Rebate processing Rebate element

Pricing Price element

Free goods Free goods element

The superordinate term for all uses on the Web UI is: 'condition element'. The following terms replace the previous term 'condition maintenance group':

Use New Description

Rebate processing Rebate type

Pricing Price type

Free goods Free goods type

The superordinate term for all uses on the Web UI is: 'condition type'.

The previous terminology ('condition type' and 'condition maintenance group') will be kept in the Customizing of the affected uses. Note that 'condition type' on the Web UI indicates something different than in Customizing.

1.11.2 SAP CRM Rebate Processing WebClient UI (Enhanced)

Use

The following functions of SAP CRM rebate processing are now available in the WebClient UI: - Rebate agreements

- Display of rebate activity details

On the agreement item detail page, you can navigate from the assignment block Rebate Activity Summary to the new page Rebate Activity Details which contains the following information: - Activity summary

- Period details - Condition details - Adjustment details - Settlement details - Rebate due list

Note the following differences between the rebate due list in the WebClient UI and SAP GUI: - WebClient UI

Rebate activity detail view available Background processing not available

Setting up of variants for batch processing not available - SAP GUI

Rebate activity detail view not available - Manual processing and adjustment support

- Mass processing

1.11.3

Use

This release note is only relevant if upgrading from SAP CRM 5.0. The following functions are now available in rebate processing: - Mass maintenance for rebate agreements

You can use this function to carry out mass changes for rebate agreements at header, item or condition level.

For example, you can further edit rebate agreements that have been created using mass generation. Moreover, you can track your mass changes in the mass change logs.

You can use a new administrative function, available via the SAP Easy Access screen, to mass generate rebate agreements from either template rebate agreements or other productive rebate agreements. The agreements can be generated for one or more business partners.

- Rebate activity details

The new rebate activity details page offers information about a particular rebate activity. A rebate activity, generally speaking, is a rebate due list item. The following information is available on the rebate activity details page:

- Display of activity summary with information on total values to date - Display of rebate activities by cumulation period

- Display of information on rebate conditions, adjustment details, settlement details, and invoices from sales

- Free-goods rebates

You can now realize free-goods rebate programs using rebate processing in CRM. The free-goods capability provides the possibility to pay out earned rebates in the form of free products.

The calculation methods for the quantity of free products to be shipped to the customer could either be value-based or quantity-based:

- Value-based: For $X of product A purchased, Y units of product B are earned - Quantity-based: For N units of product A purchased, M units of product B are earned This new capability is also delivered with the ability to automatically generate a sales order for free-goods rebates at the time of settlement.

Consumable rebates

When you activate the system configuration for service parts management (SPM), you can additionally integrate consumable rebate programs into rebate processing. Consumable rebate processing is only available within service parts management.

Consumable rebate programs consist of sequences of earning-, waiting- and consumption periods, which you can define according to your business needs. The sales volume for a customer is accumulated within a defined earning period and the resulting earned rebate balance is calculated. The customer can return products against this earned rebate balance within a defined consumption period. If a waiting period has been defined, the customer may be required to wait before he is allowed to return products.

When the customer requests to return products, the return value is validated against the earned rebate account balance. The total value of the customer's returns is restricted to the amount of the earned rebate balance for a particular earning period.

Rebates earned in one particular earning period can only be consumed in the corresponding consumption period. Any remaining rebate balance at the end of a consumption (return) period can be rolled-over for use in the next consumption period, settled in the form of a credit memo, or closed.

Rebate activity details page for consumable rebates

The rebate activity details page offers the following additional information and functions for consumable rebate programs:

- Display of current and future consumable balance

These figures allow you to answer customer inquiries concerning their current account balance:

The current consumable value includes rebates that have been earned to date, have not yet been consumed or closed, and can currently be consumed because the corresponding consumption periods are open.

The future consumable value includes rebates that have been earned to date and can be consumed in future consumption periods.

The current and future consumable values amount to the earned rebates to date that have not yet been consumed or closed.

- Rebate activity values on period level

On period level, you can carry out partial settlements, post base adjustments and balance adjustments, close periods, or roll over the balance from one consumption period to the next.

Effects on Customizing

To use the free-goods rebate program, you must make the following settings in Customizing for SAP Customer Relationship Management (SAP CRM):

- Activate free-goods rebate processing under Rebate Processing -> Configure Application. - Define the corresponding condition types as relevant for free-goods rebates under Rebate

- Assign the condition type to a condition maintenance group under Rebate Processing -> Set Up Rebate Determination -> Create Condition Maintenance Group.

- Assign the condition maintenance group to the corresponding item category under Transactions -> Basic Settings -> Define Item Categories.

- Ensure that the standard action settings for the creation of the sales order for free-goods rebates are in line with your business processes. You do this by choosing Basic Functions -> Actions -> Actions in Rebate Processing:

- You have ensured that the correct transaction type and condition for discount are assigned for generating the sales order.

- You have ensured that the sales order is generated at the correct time in rebate processing. In the standard delivery, the sales order for free-goods rebates is created when the settlement document has been transferred to financial accounting and the corresponding action has been executed via the WebClient UI or via the selection report in the Post Processing Framework. Note that you have to set up the report in the Post Processing Framework if you would like to execute the action via the report, for example on a regular basis.

For more information on the Customizing settings for free-goods rebates, see the application help for SAP Customer Relationship Management in the SAP Library under Components and Functions -> Sales -> Rebate Processing -> Free-Goods Rebates.

To use the consumable rebate program, you must make the following settings in Customizing for SAP CRM:

- Configure service parts management.

Specifically, ensure that the complaints and returns entitlement integration is configured to support your program returns.

- Mark the item categories that you want to use for the processing of consumable rebates as rebate-relevant in entitlement management under Entitlement Management -> Integration -> Integration to Complaints and Returns -> Assign Relevance of Returns Entitlements to Compl. and Returns.

- Mark the products that can be returned in the context of consumable rebate programs as relevant for the rolling purchase history in entitlement management. You do this in the CRM WebClient UI on the page Entitlement Profiles:

- In the dropdown box Entitlement Profile Category select Rolling Purch. Hist - In the dropdown box Entitlement Profile Set select Product ID

- Create an entry for the product, and in the dropdown box Profile ID select Eligible - Activate consumable rebate processing under Rebate Processing -> Configure Application. - Define the sequences of earning, waiting and consumption under Rebate Processing -> Rebate

Profiles -> Define Consumable Rebate Profile.

- If applicable, use a BAdI implementation to influence the calculation of the consumable value. Define the BAdI implementation under Rebate Processing -> System Enhancements -> BAdI: Calculation of Consumable Rebate Value.

For more information on the Customizing settings for consumable rebates, see the aplication help for SAP Customer Relationship Management in the SAP Library under Components and Functions -> Sales

-> Rebate Processing -> SPM Functions in Rebate Processing.