This function is only relevant for T rade P romotion M anagement (TPM), a component of CRM Marketing . The function supports you in planning, carrying out, and managing CRM marketing activities in the following processes:
Funds Management (Trade Funds Management, TFM)
Claims Management (Trade Claims Management, TCM)
You can use this function to carry out the final settlement for rebate agreements so that there is always a payment with the value zero in the result.
For settlement in
Trade Promotion Management
, you can use billing in
Sales and Distribution
(ERP system, application component SD). The processes do not change for end users in the FI system and the SAP Dispute Management system.
In Customizing for
Trade Promotion Management
, you can specify whether you want an agreement type to be settled using Funds and Claims Management.
Agreements with this agreement type are excluded from the standard settlement process in the ERP system. If you process the rebate agreements in
Rebate Agreement Settlement
(transaction
VB(7
) , the activities are deactivated.
These agreements are not selected by the standard reports for rebate settlement.
Once the agreements have been released in the CRM system for final settlement, you can finalize the agreements in the ERP system.
Business Function
In SAP enhancement package 5 for SAP ERP 6.0 (SAP_APPL 605), you have activated the business function
ERP, Integration with Claims and Funds Management
(ERP_CF_INTEGRATION_1).
If you want to use the functions in the
Extended Rebate Processing
application, you must also implement the software component SAP ECC 6.0 Enterprise Extension PLM, SCM, SAP enhancement package 5 (EA-APPL 605) or higher.
Otherwise you get an information message when you activate the business function telling you that not all
Extended Rebate Processing
functions are available.
Customizing
For agreements that are settled using Funds and Claims Management, note the following features in the ERP system:
The
periodic
indicator, which enables
Extended Rebate Settlement
, can be used for these agreements. The agreements themselves do not have a settlement period, since the payments are initiated exclusively by an external system such as
Claims Management
.
The finalization results in a credit memo both for rebate settlement in the standard system and for
Extended Rebate Processing
. Special Customizing settings are therefore required in copy control for the final settlement document.
In Customizing for
Sales and Distribution
, you find the following agreement types that you can use as an example for defining your customer-specific agreement types:
CF04 (Standard)
CFE4 (Extended)
Technical communication
If you want to use SD billing, you must define the process flow for technical communication in the following sequence: CRM System -> SD System -> FSCM and FI system.
A final settlement with the value = 0 is created for the rebate agreements during the finalization process. The system calculates the sales volume and the accruals to be cleared for each rebate agreement. Any open accruals are cleared and the status of the agreement is set to
D (finally settled)
.
In the
SAP Easy Access
menu, choose
.
Enter the selection criteria for the rebate agreements, such as the rebate recipient and organizational data.
Choose the action you want the system to carry out for the rebate agreements.
You can choose from the following actions, for example:
Carry Out Finalization
Issue Verification Level
The system also outputs the drill-down (documents) of the relevant agreements for the sales volume list.
This function is only available for background processing.
Perform Control Run
This action is relevant for rebate agreements with the status
finally settled
.By selecting this, these agreements can be settled again. If there is a deviation from the original settlement, the system creates another credit memo accordingly. A deviation can occur due to incorrect data, for example, or billing documents that are subsequently posted for an agreement that has already been settled.