Additional Process Information 

SD Pricing

A new condition table has been created for rebate processing that enables you to make rebate pricing dependent on the following criteria:

The procedure for using a partial area of the Product hierarchy field in Pricing is described in the Implementation Guide text.

Customizing menu path:

Sales and Distribution ® System Modification ® Create new fields (using the condition technique) ® New fields for pricing.

Updating Customer Hierarchy Categories in CO-PA

The operating concern IDEA defined in IDES has three characteristics for belonging to the customer hierarchy (customer hierarchy levels 1 to 3).

In the master records for customer hierarchy nodes, the Assign hier. (hierarchy assignment) field is maintained for the marketing data. The number maintained in this field controls to which of the relevant hierarchy nodes the three defined CO-PA characteristics are copied.

+/- Sign Transfer of the Rebate Condition Type to CO-PA

The rebate condition types in SD correspond to the VV090 Rebate field in Profitability Analysis.

The system uses the rebate condition type to transfer the provision amount from the billing documents (created during the validity period of the rebate) to this field in Profitability Analysis.

The rebate condition type appears twice in the rebate credit memo (created once the rebate agreement had been settled). The first value is specified by the rebate amount that remains to be paid. This condition value is positive. The second value is specified using the rebate condition type for the value of the provision that remains to be written off. This condition value is displayed with a negative sign in SD. The difference between the actual rebate and the provision is copied from the rebate credit memo to the value field in Profitability Analysis. The CO-PA field uses the difference that has been posted to indicate the actual value of the rebate once it has been settled.

Because all the values transferred from SD to CO-PA are given the same sign, the indicator for the rebate condition type is set to +/- sign transfer. This indicator ensures that both positive and negative values from the condition are balanced.

Customizing menu path:

Controlling ® Profitability Analysis ® Flows of Actual Values ® Transfer of Billing Fields ® Assign Actual Values.

Settlement Materials in Rebate Agreements

Because the conditions in the rebate are not specific to the materials (they are created at a higher level in the product hierarchy), you need to specify a settlement material in the condition records for the rebate agreement. These settlement materials are used by the system to create credit memo requests and the rebate credit memo. For each product group (level 1 to 10 in the product hierarchy) that appears in the rebate agreement, a separate settlement material is assigned to the relevant product group in the Product hierarchy field.