REBATE PROCESS

1. DEFINE AGREEMENT TYPES: -

SPRO-IMG-SALES AND DISTRIBUTION-BILLING-REBATE PROCESSING-REBATE AGREEMENTS-DEFINE
AGREEMENT TYPES-EXECUTE-FOLLOW STEPS

S1

S2

S3

Page | 1
HERE FOLLOW THE ABOVE PROCESS TO DO NECESSARY SETTINGS FOR REBATE AGREEMENT TYPES AS
SHOWN IN S1-S3

2. DEFINE CONDITION TYPE GROUPS: -

SPRO-IMG-SALES & DISTRIBUTION-BILLING-REBATE PROCESSING-REBATE AGREEMENTS-CONDITION
TYPE GROUPS-DEFINE CONDITION TYPE GROUPS-EXECUTE-FOLLOW STEPS

S4
HERE FOLLOW THE ABOVE PROCESS TO CREATE CONDITION TYPE GROUPS AS SHOWN IN S4 WHICH IS
USED TO GROUP THE REBATE CONDITIONS

3. ASSIGN CONDITION TYPE/TABLES TO CONDITION TYPE GROUPS: -

SPRO-IMG-SALES & DISTRIBUTION-BILLING-REBATE PROCESSING-REBATE AGREEMENTS-CONDITION
TYPE GROUPS-ASSIGN CONDITION TYPE/TABLES TO CONDITION TYPE GROUPS-EXECUTE

S5
HERE IN ABOVE SCREEN S5 WE CAN GROUP DIFFERENT REBATE CONDITION TYPE WITH TABLE WITH
CONDITION TYPE GROUP

4. ASSIGN CONDITION TYPE GROUPS TO REBATE AGREEMENT TYPES: -

SPRO-IMG-SALES & DISTRIBUTION-BILLING-REBATE PROCESSING-REBATE AGREEMENTS-CONDITION
TYPE GROUPS-ASSIGN CONDITION TYPE GROUPS TO REBATE AGREEMENT TYPES-EXECUTE

S6

Page | 2
HERE IN ABOVE SCREEN ASSIGNS THE CONDITION TYPE GROUP (DEFINED IN STEP 2) TO THE REBATE
AGREEMENT TYPE (DEFINED IN STEP 1) AS SHOWN IN S6

5. CONDITION TECHNIQUE FOR REBATE PROCESSING: -

SPRO-IMG-S&D-BILLING-REBATE PROCESSING-CONDITION TECHNIQUE FOR REBATE PROCESSING

S7
5.1 MAINTAIN CONDITION TABLE FOR REBATES (SAME PROCESS LIKE PRICING)
5.2 MAINTAIN ACCESS SEQUENCE (SAME PROCESS LIKE PRICING)
5.3 DEFINE CONDITION TYPES (SAME PROCESS LIKE PRICING)
5.4 ASSIGN ACCESS SEQUENCE TO CONDITION TYPE (SAME PROCESS LIKE PRICING)
5.5 MAINTAIN PRICING PROCEDURE (CHOOSE THE SAME PRICING PROCEDURE)

S8
IN ABOVE PRICING PROCEDURE SCREEN MAINTAIN ACCOUNT KEY AS ”ERB” & ACCRUAL KEY AS “ERU”
& ROUTINE NUMBER AS “24” FOR REBATE CONDITION TYPES (BO01-BO05)

6. ACCOUNT DETERMINATION FOR REBATES: -

SPRO-IMG-S&D-BILLING-REBATE PROCESSING-ACCOUNT DETERMINATION FOR REBATES

S9

Page | 3
STEP 6.1: DEFINE A/C KEYS: -

S10
HERE IN ABOVE SCREEN MAINTAIN THE ACCOUNT KEY “ERB & ERU” AS SHOWN IN S10

STEP 6.2: ASSIGN ACCOUNT KEYS TO OUR PRICING PROCEDURE: -

S11
HERE IN ABOVE SCREEN ASSIGN THE ACCOUNT KEY “ERB AND ERU” TO THE REBATE CONDITION TYPES
IN CONCERN PRICING PROCEDURE AS SHOWN IN S11

STEP 6.3: DEFINE ACCESS SEQUENCE: -

S12

Page | 4
 S13

S14
HERE FOLLOW THE ABOVE PROCESS TO CREATE THE ACCESS SEQUENCE AND ASSIGN THE TABLE IN TO
IT AS SHOWN IN S12-S14

STEP 6.4: DEFINE ACCOUNT DETERMINATION TYPES AND ASSIGN ACCESS SEQUENCE KEY: -

S15
HERE IN ABOVE SCREEN ASSIGN THE ACCESS SEQUENCE TO CONDITION TYPE AS SHOWN IN S15

STEP 6.5: ASSIGN G/L ACCOUNT: -

S16

Page | 5
 S17
HERE FOLLOW THE ABOVE PROCESS TO ASSIGN THE G/L ACCOUNT AS SHOWN IN S16-S17

7. ACTIVATE REBATE PROCESSING: -

SPRO-IMG-S&D-BILLING-REBATE PROCESSING-ACTIVATE REBATE PROCESSING

S18

S19

S20

S21
HERE IN ABOVE PROCESS ACTIVATE THE REBATE OPTION FOR THE BILLING TYPE AND SALES ORG. AS
SHOWN IN S18-S21

Page | 6
8. ACTIVATE REBATE IN CUSTOMER MASTER (PAYER): - (XD01,XD02)

S22
HERE IN ABOVE SCREEN S22 ACTIVATE THE REBATE CHECK BOX IN BILLING DOCUMENTS TAB OF SALES
AREA DATA OF CUSTOMER MASTER

9. CREATE REBATE AGREEMENT: - (VBO1)

S23

S24

Page | 7
 S25

S26
HERE FOLLOW THE ABOVE PROCESS TO CREATE THE REBATE AGREEMENT AS SHOWN IN S23-S26

10. CREATE SALES ORDER: - (VA01)

S27

Page | 8
 S28

S29
HERE FOLLOW THE ABOVE PROCESS TO CREATE A SALES ORDER AS SHOWN IN S27-S29

11. CREATE DELIVERY: - (VL01N)

S30

Page | 9
 S31

S32
HERE FOLLOW THE ABOVE PROCESS TO CREATE THE DELIVERY AGAINST THE SALES ORDER AS SHOWN
IN S30-S32

12. CREATE BILLING DOCUMENT: - (VF01)

S33

Page | 10
 S34

S35
HERE FOLLOW THE ABOVE PROCESS TO CREATE THE BILLING AS SHOWN IN S33-S35

13. CREATE MANUAL ACCRUAL: - (VBO2)

S36

S37

Page | 11
 S38
HERE FOLLOW THE ABOVE PROCESS TO CREATE MANUAL ACCRUAL AS SHOWN IN S36-S38 & ACCRUAL
AMOUNT MUST BE IN NEGATIVE

14. DISPLAY REBATE REQUEST FOR MANUAL ACCRUAL: - (VA02)

15. CREATE BILLING FOR MANUAL ACCRUAL REQUEST: - (VF01)

S39

S40

Page | 12
 S41
HERE FOLLOW THE ABOVE PROCESS TO CREATE BILLING FOR MANUAL ACCRUAL REQUEST AS SHOWN
IN S39-S41

16. TO DISPLAY THE SALES VOLUME AND REBATE DOCUMENTS: - (VBO2)

S42

S43

S44

Page | 13
 S45

S46

S47
HERE FOLLOW THE ABOVE PROCESS TO DISPLAY THE SALES VOLUME & REBATE DOCUMENTS DETAILS
AS SHOWN IN S42-S47

17. CREATE PARTIAL REBATE SETTLEMENT: - (VBO2)

S48

Page | 14
 S49

S50

S51
HERE FOLLOW THE ABOVE PROCESS TO CREATE PARTIAL REBATE PAYMENT REQUEST AS SHOWN IN
S48-S51

18. CREATE BILLING OF PARTIAL REBATE SETTLEMENT REQUEST: - (VF01)

S52

Page | 15
 S53

S54
HERE FOLLOW THE ABOVE PROCESS TO CREATE BILLING FOR PARTIAL REBATE PAYMENT REQUEST AS
SHOWN IN S52-S54

19. DISPLAY AGREEMENT AFTER PARTIAL PAYMENT: - (VBO2)

S55

S56

Page | 16
 S57
HERE IN ABOVE SCREEN U CAN FIND THE AMOUNT IS REDUCED AFTER PARTIAL REBATE PAYMENT AS
SHOWN IN S57

20. CREATE FINAL SETTLEMENT: - (VBO2)

S58

S59

Page | 17
 S60

S61

S62
HERE FOLLOW THE ABOVE PROCESS TO CREATE FINAL SETTLEMENT REQUEST AS SHOWN IN S58-S62

21. CREATE BILLING OF CREDIT MEMO REQUEST: - (VF01)

S63

S64

S65
HERE FOLLOW THE ABOVE PROCESS TO CREATE BILLING FOR FINAL SETTLEMENT REQUEST AS SHOWN
IN S63-S65

Page | 18
22. DISPLAY REBATE AGREEMENT AFTER FINAL SETTLEMENT: - (VBO2)

S66

S67

S68
HERE IN ABOVE SCREEN U CAN FIND THAT AFTER FINAL SETTLEMENT THE AMOUNT BECOME ZERO AS
SHOWN IN S68

PREPARED BY
RAJESH DASH
SAP MM/SD CONSULTANT

Page | 19