Conditions in Subsequent Settlement (SAP Library

Conditions in Subsequent Settlement

Use

A condition is an individual stipulation within a rebate arrangement. Conditions apply on the one hand to goods or merchandise (for example, vendor assortment, vendor sub-range, merchandise category, article), and on the other to the organizational units of a corporate enterprise (such as sites or distribution centers), referred to in the following as the "areas of application". If a condition applies to several articles that do not form part of the same vendor sub-range, these articles can be assigned to a single "settlement group".

Features

Conditions can be described as follows:

Each condition specifies a certain rebate. This consists of the amount (for example, fixed amount or percentage) and the unit of rebate of the amount (for example, $, %).

Each condition is assigned to a condition type. The condition type is defined in Customizing and determines the basic characteristics of a condition, such as the reference magnitude and the calculation rule. Via the condition type, you can also specify whether or not a provision for accrued income is to be set up.

Note

In the case of scaled conditions, the reference magnitude defines how the scale is to be interpreted. The scale can relate to a quantity, a value, a weight, a physical volume, or a number of points.

The calculation rule specifies how the rebate payable with respect to a condition is to be calculated. The rebate can be a fixed amount or a percentage. The amount can relate to a quantity, a value, a physical volume, a weight, or a number of points.

Via provisions for accrued income you determine whether anticipated rebate income is to be taken into account in the current valuation of an article (that is to say, whether the moving average price in the article master record is adjusted at the time a goods receipt is posted for a purchase order whose price determination process takes account of a provision-relevant condition).

You can flag condition types as independent of business volume. An example of this may be condition types that are used to settle promotional deals. Only a fixed amount is allowed as a calculation rule for these types of conditions. You cannot work with provisions for accrued income, as business volume is not updated. Conditions that are independent of business volume should not be entered in calculation schemas for purchase orders, vendor billing documents or single settlement requests.

Each condition can be specified in a different currency - even within the same rebate arrangement. The currency in which settlement is to be carried out (the settlement currency) is entered in the rebate arrangement.

A condition can be scaled or non-scaled. The rebate payable under non-scaled conditions remains constant (that is, it is independent of the quantity or value purchased etc).

For information on scaled conditions, please see Scaled Condition in Subsequent Settlement.

Settlement for condition can be carried out periodically. In the case of conditions subject to periodic settlement, the planned settlement dates for each period are determined via the settlement calendar. The dates defined in the calendar determine the validity periods and thus the due dates of the conditions. Similarly, the date for effecting a final settlement (last settlement within the validity period of an arrangement) can be predefined if desired.

For information on conditions requiring periodic settlement, please see Period-Specific Conditions in Subsequent Settlement. Each condition can apply to certain goods or merchandise on the one hand, and to certain organizational units of a corporate enterprise on the other. You determine which of the two a certain condition applies to via the key combination of the associated condition table (condition tables are defined in Customizing):

Goods-related

The condition applies to an article, a vendor sub-range, a merchandise category, a settlement group or to the entire vendor assortment.

Corporate-unit-related

The condition applies to a site or a purchasing organization.

Note

A settlement group is a grouping of certain articles to which the same rebate arrangements or conditions apply. The settlement groups are stored in the info record of the vendor for the article.

For conditions that relate to a group of articles (for example, to a vendor sub-range or a settlement group) you must ensure that a settlement article is maintained in the system (on the detail screen of the conditions). This is needed by the system to perform conversions between units of measure and, in some cases, to create a billing document in the course of settlement accounting.

See also:

ISR – SAP Retail: Conditions