A Rebate is a discount given to customer based on customer's Sales (Volume or quantity) for a time period.
Rebates can be given retroactively.
To process rebates, a Rebate agreement is created with the customer based upon certain criteria (time period, customer, material, customer-material and receiver of the rebate).
The Standard System has following rebates types:
1) Group rebate
2) Material Rebate
3) Customer rebate
4) Hierarchy rebate
5) Hierarchy rebate/material
6) Sales independent rebate
The Following settings are mandatory in rebate processing:
A) Activate Rebate processing in the Sales Organization.
Path: SPRO : IMG - Enterprise structure - Definition - Sales and distribution - Define Copy, Delete, Check Sales Org.
Select your sales org. click on detail button
Tick the Rebate Processing active check box.
B) Activate Rebate processing in Billing Document type
Path- SPRO- IMG- Sales and distribution- Billing-Billing documents- Billing type
Select the billing type go to details ( T-code- VOFA)
Tick the checkbox- relevant for rebate processing
C) Activate Rebate in Payer Master Record
Open the Payer Master record of the customer -T-Code: XD02
And go to Sales area data section , Billing tab.
Tick the check box- Rebate.
Creating Rebate agreement (Customizing)
Menu Path: SPRO- IMG- Sales and Distribution - Billing - Rebate Processing
Step: 1 Maintain Access Sequence in Pricing
Menu Path: IMG -- Sales & Distribution -Basic function -- Pricing - Pricing controls Define Access Sequence --- Maintain Access Sequence.
B003 is the standard access sequence for Customer Rebate. Copy the same and define new access sequence ZB03. Save.
Click on the ZB03 and click the Accesses. A screen has to appear.
Then click on the Fields. A screen appears.
Step: 2 Define Condition Type
Path: SPRO- IMG -Sales and distribution - Basic Functions - Pricing - Pricing Controls Define condition type - Maintain Condition Type.
B003 is the standard Condition Type for Customer Rebate
Copy B003 and save as ZB03 - Customer Rebate for Condition type.
Step: 3 Select ZB03- Customer Rebate and Pick the Detail Button. And Maintain the Data as per your requirement.
Step: 4: Define Agreement Type
Path: SPRO- IMG -Sales & Distribution -Billing - Rebate processing -Rebate aggreement - Define Agreement Types.
0003 is the standard . Agreement type for Customer Rebate Processing.
Copy it and save as Z003 - Customer Rebate for Rebate Agreement Type .Double click on it maintain the data as per your requirement. ( T-code- VB(2 )
Step: 5 Define Condition Type Groups.
Menu Path : SPRO- IMG Sales & Distribution- Billing- Rebate processing -Condition type group - Define Condition Type Groups.
Copy 0003- Customer condition group and save as Z003.
Step: 6 - Assign Condition Types/Tables to Condition Type Groups
Menu Path: - SPRO- IMG Sales & Distribution - Billing - Rebate processing --- Condition Type Group - Assign Condition Types/Tables to Condition Type Groups.
Assign condition type ZB03 to Z003 condition type groups and save.
Step: 7 Assign condition type groups to rebate agreement types
Menu Path: SPRO- IMG Sales & Distribution -Billing - Rebate processing -Condtion type group - Assign condition type groups to rebate agreement types.
Assign condition type group- Z003 to Z003 agreement type and save.
Step -8 - Assign condition type ZB03 to your pricing procedure
Menu Path:SPRO- IMG-Sales and distribution- Basic function - Pricing- Pricing control- Define and assign pricing procedure - Maintain pricing procedure -
Assign condition type in step no 901 to 905
maintain Requirement type as 24 and account key ERB and ERU, 400 in From field.
Step: 9 Create Condition Record.
Enter required data.
Then Click on the Condition.
Enter required data and save it.
Then a Screen will pop-up asking for Settlement Material. Enter required data and save it.
A message will pop-up as Customer Rebate No ______ Created.
Step: 9 - Create Sales order, Delivery and Billing. We can see the Rebate amount in Billing.