MAINTAIN CONDITION PROCEDURES: -

-We need to place the rebate condition types in the main pricing procedure only.

1). In the pricing procedure we have to specify a sub total for “REBATE BASIS”

just about to net value of the item by specifying the value “7”

(Carry over value to KOMP_BONBA rebate basis “1” for the field sub total.

2). Below to the net value of the item we have to place the rebates condition types by specifying the step number of rebate basis in the field “FROM”.

3). For the rebate condition types we have to specify the requirement “24” which enables the system to determine the rebate condition types in to the invoice only.

4). For the rebate condition types we have to assign the accrual key as well as account key. The posting of rebate accruals to the corresponding G/L accounts is done by the accrual key (ERU). The settlement document (CREDIT MEMO) uses those accounts assign to the account key (ERB) which will reverse the accrued amounts and credits the customer.

3). CONFIGURING THE REBATE AGREEMENT TYPES A). DEFINING REBATE AGREEMENT TYPES:

-SPRO



SALES AND DISTRIBUTION

 BILLING



REBATE PROCESSING



REBATE AGREEMENT



DEFINE AGREEMENT TYPES



DEFINE AGREEMENT TYPES FUNCTIONALITY OF AGREEMENT TYPE

1). PROPOSED VALID FROM:

-Specifies the default start data and end date of the rebate agreement. The default start date is very much important in regards to weather or not we want to allow the retro active rebates that is if the default started it is the beginning of the current year, the system will calculate the rebates for all those invoices in the past from that date onwards even though the rebate agreement is created on the current date this is called retro active rebate.

2). PROPOSED VALID TO: - Specifies the default start data and end date of the rebate agreement. The default start date is very much important in regards to

weather or not we want to allow the retro active rebates that is if the default started it is the beginning of the current year, the system will calculate the rebates for all those invoices in the past from that date onwards even though the rebate agreement is created on the current date this is called retro active rebate.

3). PAYMENT METHOD: - Specifies the default payment method while repaying the rebate amount to the customers.

4). DEFAULT STATUS: - Specifies the default status of the rebate agreement.

5). CONDITION TYPE GROUP: - Specifies the corresponding condition type group of the rebate agreement.

6). VERIFICATION LEVELS: - Specifies the default level of detail we see while reviewing the applied invoices in the rebate agreement.

7). DIFFERENT VALIDITY PERIOD: - If we check this field, the validity period of the rebate condition record can defer from the validity period of the rebate agreement.

8). PAYMENT PROCEDURE: - Specifies weather we want to allow the partial rebate settlements up to the accrued value or no limit for the manual payment.

9). PARTIAL SETTLEMENT: - Specifies the document type “R3” for automatically creating the document partial rebate settlement request while entering the rebate payment in the rebate agreement.

10). REVERSE ACCRUALS: - If we check this field the system displays the amount of accruals reverse in the rebate agreements.

11). FINAL SETTLEMENT: - Specifies the document type “B1” for creating

“REBATE CREDIT MEMO REQUEST” while making the final settlement to the customer.

SAVE THE AGREEMENT TYPE B). CONDITION TYPE GROUPS:

-The condition type group specifies which rebate condition types are allowed for the rebate agreement type. For defining this condition type group go to

SPRO



SALES AND DISTRIBUTION

 BILLING



REBATE PROCESSING



REBATE AGREEMENTS



CONDITION TYPE GROUPS



DEFINE CONDITION TYPE GROUPS Go to “new entries” and create.

To this condition type group we have to assign the required rebate condition types.

“ASSIGN CONDITION TYPES AND TABLES TO CONDITION TYPE

GROUPS” go to “new entries and enter the required combination of condition type group, counter, condition type and condition table number.

After assigning the rebate condition types to the condition type group we have to assign the condition type group to the rebate agreement type.

Assign condition types and tables to condition type groups.

Select the required rebate agreement type and assign the required condition type group.

I). SETTING UP REBATE AGREEMENTS A). CREATING REBATE AGREEMENT:

-LOGISTICS



SALES AND DISTRIBUTION



MASTRDATA



AGREEMENTS



REBATE AGREEMENTS



“VBO1”

Specify the agreement type.

Specify the required sales area.

In the overview screen specify the rebate recipient (sold to party) the other details are determined from the definition of rebate agreement type.

Select the button conditions.

Maintain the condition record for the required condition type.

NOTE: - If it is a customer rebate, we need to maintain the condition record on the payer.

Select the record and go to details and specify the required “MATERIAL FOR SETTLEMENT”.

NOTE: - What ever the material that is entered here, by using that the system automatically creates the document “PARTIAL REBATE SETTLEMENT REQUEST” while making the payment. SAVE THE AGREEMENT.

B). Create fue invoices based on which the system will calculate the accruals and updates them in the rebate agreement.

III). MANAGING REBATE AGREEMENTS AND PAYMENTS A). After creating the invoices the system automatically calculates the rebate accruals and updates them in the rebate agreement. To see that select the condition record maintained in the rebate agreement and select the icon payment data.

B). To see all the billing documents based on which the system has calculated rebate accruals, select the icon “VERIFICATION LEVEL” in the overview screen of rebate agreement.