Show TOC

 SPM Functions in Rebate Processing

Use

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

In consumable rebate programs, earned rebates can be used up by returning specific unused products.

Note Note

The processing of consumable rebates is available in addition to all functions included under rebate processing .

End of the note.

Prerequisites

  • You have completed the settings for service parts management. For more information, see Functions for Service Parts Management (SPM) .

  • You have marked the item categories that you want to use for the processing of consumable rebates as rebate-relevant in entitlement management.

    You do this in Customizing for Customer Relationship Management , by choosing Start of the navigation path Entitlement Management Next navigation step Integration Next navigation step Integration to Complaints and Returns Next navigation step Assign Relevance of Returns Entitlements to Compl. and Returns Transactions End of the navigation path .

    In this Customizing activity, enter the item categories and set the field Rebates Eligibility to Active .

  • You have marked 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 :

    1. In the dropdown box Entitlement Profile Category select Rolling Purch. Hist

    2. In the dropdown box Entitlement Profile Set select Product ID

    3. Create an entry for the product, and in the dropdown box Profile ID select Eligible

  • You have activated consumable rebate processing in Customizing for Customer Relationship Management , by choosing Start of the navigation path Rebate Processing Next navigation step Configure Application End of the navigation path .

  • You have defined a profile for consumable rebates in Customizing for Customer Relationship Management , by choosing Start of the navigation path Rebate Processing Next navigation step Consumable Rebate Profiles Next navigation step Define Consumable Rebate Profile End of the navigation path .

    For detailed information about the required Customizing settings in this Customizing activity and in related Customizing activities, consult the corresponding Implementation Guide (IMG) documentation and the field help.

  • Start of the navigation path You have assigned the consumable rebate profile to the rebate profile. You do this in Customizing for Customer Relationship Management, by choosing Rebate Processing Next navigation step Rebate Profiles Next navigation step Define Rebate Profile. End of the navigation path

    For more information see Rebate Profile .

  • If you want to display the rebate conditions in the sales order or the invoice, or if you want to use the direct rebate function when processing consumable rebates, and the setup of earning, waiting and consumption periods allows for breaks in earning, you have assigned calculation formula 12001 to the rebate condition type in the pricing procedure.

    You do this in Customizing for Customer Relationship Management , by choosing Start of the navigation path Basic Functions Next navigation step Pricing Next navigation step Define Settings for Pricing Next navigation step Create Pricing Procedure End of the navigation path .

    For performance reasons, this setting is only to be made for the corresponding condition types.

  • If you want to integrate external products into your consumable rebate program, you have made the Customizing settings described under External Products .

Features

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 rebate balance within a defined consumption period. If a waiting period has been defined, the customer may be required to wait before he or she is allowed to return products.

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

Rebates earned in one particular earning period can only be consumed in one particular consumption period. However, the 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 set to zero. For more information about posting a balance rollover or closing periods, see Process Types for Consumable Rebates .