Entering content frameFunction documentation Final settlement Locate the document in its SAP Library structure


When you carry out final settlement of a rebate agreement, the system automatically

It then creates a credit memo request, and proposes the end date of the agreement validity period as the billing date.

The system also reverses any accruals that have been posted.


Depending on Customizing, when the system creates a credit memo request, the document is automatically blocked for billing. After approving the credit memo request, the person responsible can remove the billing block. You can then create the final credit memo.

When you want to search for credit memo requests during sales order processing, you can use the matchcode F "Credit memo request for rebate".

You can carry out final settlement of rebate agreements

Settling Single Rebate Agreements

You can carry out settlement directly from within a rebate agreement.

Before you save the rebate agreement you can still carry out changes to the credit memo request:


The credit memo request is only saved when you save the rebate agreement.


Carrying out Final Settlement as a Background Task

If the volume of your sales rebate processing is high, you can collectively process rebate settlements as a background task.

The following reports are available:

Your system administrator can use these reports to generate a list of rebate agreements, based on various selection criteria, such as rebate recipient, status of the agreement, and so on.

Background processing can then be carried out later. I.e., after the regular posting periods.

After a list is generated, the rebate agreements can be analyzed or processed for payment.

For more information about settling rebates as a background task, see your system administrator.




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