I am providing some info on rebates which I know.
Rebate agreemnts is based on agreement types.Conditon records which are created like B001 and B002 are linked to the rebate agreeements specifying the rebate rate + the accrual rates.condition records specify the rebate rate and the accrual rates.
Consider an example..
You decided to give a rebate of 3% to a customer whose
sales vol is $1000 for a particular SO
Then the rebate value is $30..
Now when you make the rebate settlement by doiing the Credit memo and you decide to pay $27, then the accounting will be generated saying 27$ paid towards rebate and 3$ is the accrual which you owe to the customer
Procedure:
Rebate agreement: Transaction code: VB01
When you go to VB01, choose agreement type 0002 and then
in conditions give
Material rebate
1
20
20
30
Now create a sales order with a material say M-11 for SOrg 1000 12 00 with QTY 6
Now check VB03 and see rebate agreemtent it will say Accruals
120 and payments 0
since your rebate is not settled still.
Rebate setllement
Go to VB02 enter ur sales deal no, and change the agreemetn
status to B then enter Shift+F12 and enter the amount to be paid for example
u say $80
Then check in rebate payments rebate doc and partial setllemetn since you have not paid in full.
View the credit memo request
Remove the Billing bloock Go to VA01 and put order type
G2 ,,,go to create with ref and enter ur Sales order no,,,save the doc
now...
Then go to VF01 and enter the credit memo reqst no generated...save the doc no and go to VF02 and say release to accounting
Now the final settlement will be this way
Accruals:120
Accrual reversed:80
Rebate pay:80
Amount payable:40
So the balance 40 is still the accrual
This is an example how a rebate will be processed with ref to a SO with an example.
SAP SD Tips by: Priyam
How to do a rebate agreement for a specific customers with settings details?
1. Create a condition by copying a a standard condition
like BO03 in V/06
2. Assign this condition in the std pricing procedure
with acct key as ERB and accural key as ERU - V/08
3.Create a Rebate Agreement in VBO1 (It is O =
Owl and not zero). No will be generated
choose 003 - Customer rebates, enter the customer code,
the validity and check for the status shld be in Open, click on the conditions
enter the percentage and accrual amount. You also can have scales in this.
Also you need to maintain the material for the settlement
4. Create a sales order for that customer and check the
rebate agreement.
5. You can see the rebate condition in the invoice only.
6. Once you have posted the invoices, then go to rebate
agrrement no. clicl on verficayion and it will show the order details.
7. For settlement change the status of the rebate to
B - release for the settlement.
8. Credit memo request will b generated copy the no.
and go to VA02, remove the blocks if any and create an invoice (credit
memo).this will show u the accrual amount.
9. In both the invoice and the credit memo check the
posting - accounting document it will show u the accrual as negative.
10. Again go to rebate aggreement and check the status
it will show you D - Final settlement of agreement already carried out
SAP SD Tips by: Reena Pagaria
