Show TOC

Process documentationCustomizing for Rebate Processing Locate this document in the navigation structure

 

To use rebates in trade promotion management (TPM), you must make the following settings in Customizing. You must perform different activities, depending on whether you want to work with SAP CRM rebates or SAP ECC rebates.

Note Note

In some cases the SAP ECC rebates may appear in the system as SAP ERP rebates. In both instances they refer to the same thing.

End of the note.

Note Note

If you are using funds management in your TPM business scenario, you can use only rebates from SAP ECC.

End of the note.

Process

Customizing for SAP ECC rebates

You maintain the necessary Customizing settings for SAP CRM in SAP ECC and copy these to SAP CRM.

  1. Choose ERP as the rebate application by choosing   Trade Promotion Management   Trade Promotions   Condition Maintenance   Define Condition Generation  

  2. Define the condition types and condition tables for the different trade spend types by choosing

    1.   Trade Promotion Management   Trade Promotions   Trade Spends   Define Trade Spends for Values  

    2.   Trade Promotion Management   Trade Promotions   Condition Maintenance  

  3. Perform all activities in   Trade Promotion Management   Trade Promotions   Condition Maintenance   ERP Rebate Processing  .

  4. Specify a country in the address data for each sales organization. The country of the sales organization in SAP CRM must be the same as the country of the company code of the corresponding sales organization inSAP ECC.

  5. If the partner role Payer is not maintained in Customizing, the system uses the partner itself.

  6. The payment method for the rebate payment can be defined in the trade spend. Payment methods are defined in Customizing for Customer Relationship Management by choosing   Master Data   Business Partner   Business Agreement   Define Parameters for Business Agreement   Define Payment Methods  .

Customizing for SAP CRM rebates

  1. Make the Customizing settings for SAP CRM rebate processing in Customer Relationship Management by choosing   Rebate Processing   Set Up Rebate Determination   and   Rebate Processing   Rebate Profiles  .

  2. Choose CRM as the rebate application in Customizing for Customer Relationship Management, by choosing   Trade Promotion Management   Trade Promotions   Condition Maintenance   Define Condition Generation  .

  3. Define the condition types and condition tables for the different trade spend types in Customizing for Customer Relationship Management, by choosing:

    1.   Trade Promotion Management   Trade Promotions   Trade Spends   Define Trade Spends for Values  

    2.   Trade Promotion Management   Trade Promotions   Condition Maintenance   CRM Rebate Processing  

  4. Enter a country in the address data for each sales organization.

  5. The system uses the partner role Payer as the rebate recipient for rebates in the trade promotion. If the partner role Payer is not maintained in Customizing, the system uses the partner.

  6. Activate the payment method used for the rebate payment in SAP CRM rebates in Customizing for Customer Relationship Management by choosing   Rebate Processing   System Enhancements   Call BE Navigator  .

More Information

Rebates in a Trade Promotion