Archiving Rebate Arrangements 

By archiving data, you remove from the database volumes of data that are no longer required in the system, but still need to be kept for subsequent analysis purposes.

You can archive rebate arrangements and all the documents pertaining to the arrangements that are no longer required in the system. You can define the time period individual documents remain in the system in Customizing for Subsequent Settlement under Maintain Residence Time for Archiving.

The archiving objects for the following objects and documents are relevant for arrangements:

Using archiving object SD_AGREEM, you can archive arrangements and the associated conditions. This applies to both arrangements with customers (SD agreements) and vendors (MM/Retail arrangements). For further information, see: Archiving of Agreements (SD-MD-AM).

Using archiving object W_PROMO, you can remove old promotion data from your system (see below). For further information, see: Archiving Promotions (LO-MD-PR).

For the subsequent settlement process, conditions can be read from the following documents and updated in the statistics as business volume data:

In Subsequent Settlement, business volumes can be updated at different times, such as the time of the purchase order, goods receipt, or invoice verification. However, the conditions determined during price determination for the purchase order/delivery schedule are always used as a basis for updating business volumes.

Using archiving object MM_EKKO, you can archive purchasing documents (purchase orders and delivery schedules). For further information, see MM - Archiving Purchasing Documents (MM-PUR).

Single settlement requests are used to enter incoming invoices in Agency Business.

Using archiving object WZR, you can archive single settlement requests in Agency Business. For further information, see Archiving Single Settlement Requests (LO-AB).

The settlement request list is a document list that contains several single settlement requests for the same vendor (invoicing party).

Using archiving object WREG, you can archive settlement request lists in Agency Business. For further information, see Archiving Settlement Request Lists (LO-AB).

 

Vendor billing documents are used to settle ad hoc payments and charges with the invoice recipient (the vendor, for example).

Using archiving object WLF, you can archive vendor billing documents/remuneration settlements in Agency Business. For further information, see Archiving Vendor Billing Documents (LO-AB).

No goods receipt or invoice verification takes place for agency documents Single settlement request and Vendor billing document. Business volume data is therefore always updated as soon as the documents are entered.

Customer billing documents are created when settlement accounting is performed for arrangements on the customer side.

Using archiving object SD_VBRK, you can archive customer billing documents. For further information, see: Archiving of Billing Documents (SD-MD-AM).

In addition to being used in Agency Business (see above), vendor billing documents are created in Subsequent Settlement when settlement accounting is performed for arrangements on the vendor side.

Using archiving object WLF, you can archive vendor billing documents. For further information, see Archiving Vendor Billing Documents (LO-AB).

These documents are created in Subsequent Settlement up to Release 4.0 when settlement accounting is performed for arrangements on the vendor side, and as of Release 4.0 are replaced by the Vendor billing document. They are FI documents created with transaction MR01.

Using archiving object FI_DOCUMNT, you can archive these credit memo documents. For further information, see Archiving FI Documents (FI-GL, FI-AR, FI-AP)

Recommended Sequence of Steps

As documents from other components of the SAP System are relevant in Subsequent Settlement, you should always archive your system data in the following sequence:

  1. Archiving of promotions

    2. A rebate arrangement with reference to a promotion cannot be archived until the promotion has been archived.

  2. Archiving of rebate arrangements
  3. Archiving of assigned documents

The documents assigned to a rebate arrangement (such as purchase orders and billing documents) should not be archived until the related rebate arrangement has been archived. From a subsequent settlement point of view, these documents can be archived in any sequence.

If you do not archive data in this sequence, it is possible that, when you recompile statistical data for example, the conditions for a rebate arrangement are not read from the relevant documents, because they have already been archived.