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Object documentationRebate Condition Record

 

A data record in a rebate agreement that defines the terms under which a rebate is granted.

 

You can create any number of condition records for an item in a rebate agreement. You can create condition records that are valid for agreements created in the past, and you can change existing condition records.

Structure

General Data

  • Status

    Shows whether the agreement to which the condition record belongs is settled or not

  • Price Type

    The rebate type that you have to select when creating the condition record is an entry in a condition maintenance group. This entry in a condition maintenance group includes the condition type, condition table, and the application and source system.

    You define condition maintenance groups in Customizing for Customer Relationship Management under Start of the navigation path Rebate Processing Next navigation step Set Up Rebate Determination End of the navigation path. In this Customizing section, you also set up conditions and other condition technique-related objects. For more information about pricing conditions, see Condition Maintenance.

  • Product ID

    The product for which a rebate is granted

    Whether this field is used, depends on the rebate type.

Rate

The rebate granted per certain amount of products purchased or per sales volume

For example, if the customer is granted a rebate of EUR 10 per 200 pieces of product A purchased, the rebate rate is EUR 10.

Note Note

In condition records for free-goods rebates, the section Rate is only used for quantity-based rebates to enter the amount of products that have to be purchased to receive a rebate. For example, if the customer is granted a rebate of 10 products per 100 products purchased, you would enter 100 EA in this section of the condition record.

End of the note.
Rules

  • Accrual

  • Direct Rebate

    Contains the total amount of a discount granted directly on the sales order

    Direct rebates are available only for volume rebates and consumable rebates.

    Note Note

    For more information about the required Customizing settings for the direct rebate function, see Customizing for Customer Relationship Management under Start of the navigation path Rebate Processing Next navigation step Services Next navigation step Define Settings for Pricing End of the navigation path.

    End of the note.

  • Rebate Product ID

    The rebate product is used during settlement for taxation and controlling.

    When the system searches for the rebate product, it first checks whether the Product ID key field is available in the condition record. If it is not available, the system determines the rebate product based on the product assigned to the rebate agreement item.

    The value in this field can be overwritten by an assembly rule.

    For more information, see Assembly Rule.

  • Rebate Recipient

    The business partner who receives the rebate

    The recipient in the condition record does not have to be the same business partner as in the rebate agreement header or item. The recipient can vary between the individual condition records.

    When the system searches for the rebate recipient, it first checks the assembly rule, then the rebate condition record, and finally the rebate agreement. It stops the search as soon as a rebate recipient is identified.

  • Retroactively

    The system automatically marks condition records that you create or change for the past as retroactive.

    Note Note

    You need to reprocess the agreements with retroactive condition records in the rebate settlement due list. You do this on the SAP Easy Access screen under Start of the navigation path Sales Next navigation step Rebate Management Next navigation step Rebate Due List Next navigation step Update Rebate Due List End of the navigation path.

    No settlement takes place for an agreement as long as the Retroactively checkbox is marked. The system deselects the checkbox when you carry out an update of the rebate due list.

    End of the note.

  • Scales

    You can define scales before settlement. However, because the system cumulates scales bases, these fields are filled regardless of whether scales exist or not. The system fills these fields by using the default value from Customizing. You can overwrite the defaulted values.

  • Assembly Rule

    An assembly rule that you would like the system to use when it enters data from the rebate extract into the rebate due list.

  • Cumulation Currency

    The currency in which the system cumulates values

    The system fills this field with the rebate agreement currency, and you cannot change it subsequently.

  • Cumulation Type

    The period that the system uses for cumulation

  • Cumulation Calendar

    If you choose to cumulate according to a cumulation calendar, you can specify the calendar that you want to use.

  • Free-goods rebates

    For free-goods rebates, the following additional fields are available under Rules:

    • Rebate Product ID

      You can use this field to specify the product that is granted as a rebate to the customer.

    • Value f. Free Goods

      The sales volume for which a rebate is granted in value-based free-goods rebate processing

      For example, you enter EUR 100 if the customer is granted a certain amount of products per EUR 100 of sales volume.

    • Qty Free Product

      The quantity of free products that are granted as a rebate to the customer

      For fixed-amount free-goods rebates, you enter the total amount of rebate products that the customer is entitled to.

    • Unit Free Product

    • Calculation Rule

      The logic used to calculate the quantity of free products that are granted for accumulated free-goods rebates

      The calculation rule is used for the quantity-based and for the volume-based free-goods rebates programs.

Validity

You define the validity of the condition record.