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Function documentationEnhanced Rebate Agreements Locate this document in the navigation structure

 

You can use this function to enhance rebate agreements in a trade promotion. Indirect sales are identified as revenue relevant for rebate agreements that are not directly available between the rebate granter and rebate recipient. This means that revenue cannot be set up using customer billing documents.

In SAP ERP, there can only be one rebate recipient for each agreement. In enhanced rebates, you can have more than one rebate recipient for each rebate agreement based on the sales-initiating payer. This is true for customer hierarchies. You can trigger periodic settlements of rebate agreements. In this case, individual periods are settled like individual agreements.

There are two types of rebate agreement:

  • Direct rebate agreement

    Direct sales that take place between you and a customer.

  • Indirect rebate agreement

    Indirect sales that take place between third parties; the system does not save indirect sales as billing documents.

Integration

In enhanced rebate processing, it is important to integrate Profitability Analysis (CO-PA) so you can post account rebates by product, for example. As a result, you have online information at your disposal immediately after settlement.

For more information on Profitability Analysis (CO-PA), see SAP Library for SAP ERP Central Component on SAP Help Portal at http://help.sap.com and choose   Financials   Controlling (CO)   Profitability Analysis (CO-PA).  

Prerequisites

In addition to the Customizing settings for rebates, you have met the following prerequisites for enhanced rebate processing:

  • You have created the rebate agreements with the relevant bonus conditions in your trade promotion using condition generation.

  • In Customizing, you have activated the sales information structures S469 and S136.

  • In the sales area data in the customer master record, you have determined the bonus relevancy of the customer.

  • You have selected the Rebate indicator for the rebate recipient.

  • You have activated rebate processing for the billing type.

  • You have activated rebate processing in billing.

  • In Customizing, you have selected the desired billing documents and sales organizations for rebate processing.

  • If you want the system to create agreements and enhanced rebate agreements automatically, you have maintained the fields for conditions in the relevant trade promotion.

Features

Include a variable key in the rebate info structure to make the rebate settlement flexible.

When you update the rebate info structure, you can include selected data from billing documents in the variable key. The system then transfers this data to the billing document when the credit memo is issued. In this way, for example, the materials that triggered the rebate, and not the settlement material, can be transferred to the credit memo. The partners can be transferred from the billing documents as well, making it possible to have more than one rebate recipient for the exact same condition.

Processing Indirect Rebate Agreements

The use of pro forma billing documents makes indirect data available for rebate processing. Using special calculation schemas and condition rules, you can use planning data to create accruals and actual data for rebate processing.

Waiving Credit Memo Requirements

The system creates direct billing documents (credit memos) during settlement.

Using Indirect Sales

Indirect sales are identified as revenue relevant for rebate agreements which are not directly available between rebate provider and rebate recipient. Technically, this means that revenue cannot be set up using customer billing documents.

Activities

  • When creating rebate-relevant billing documents, the system determines all valid rebate conditions pursuant to the assigned calculation schemata and initiates the update of the rebate information structure S469.

  • The rebate settlement creates credit memos based on the information structure S469.

  • The system updates the payments and expansion of the accruals in S469 by taking into account the variable key.

Example

The rebate agreement should be settled by material. In the variable key VAKEY, the material number is updated in the billing document and, therefore, the revenue cumulates in the statistics directly under the correct material number. There is only one condition in the agreement that is set for all invoices with a payer.

You create an invoice with this payer and Material A, then the system updates a record with the condition number and VAKEY Material A in S469. A second invoice with the payer and Material B will create a further entry in S469 with condition number and VAKEY B.

You create a further invoice with the payer and Material B, this invoice will cumulate on the S469 record with the same VAKEY.

During settlement, you can determine directly from the statistics how much revenue was earned with Material A and how much revenue was earned with Material B. Two items for condition record 0001 will appear in the settlement document, one with A as material, the other with B.