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Rebate Processing (New) ( RELNCRM_50_RB_REBATEPROC )

General Material Data   ROGBILLS - Synchronize billing plans  
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Rebate Processing (New)

Use

As of Release 5.0, you can process rebates in mySAP Customer Relationship Management. A rebate is a discount paid retroactively to a customer on the basis of specific terms and conditions.

You can define rebates in Sales and Marketing. For more information on rebate processing in the Marketing Planner, see the release note CRM Rebates in the Marketing Planner.

CRM Rebate Processing is integrated with SAP ECC Financial Accounting for the posting of accruals.

The central elements of CRM Rebate Processing are described below. For more information, refer to the SAP Library (help.sap.com -> Documentation → mySAP Business Suite → SAP Customer Relationship Management → Components and Functions → Sales → Rebate Processing).

Rebate Agreements

In the business sense, a rebate agreement is a contract drawn up between two business partners (the rebate provider and rebate recipient), in which the conditions, terms, and validity period of the agreement are specified.

In the system, a rebate agreement is a business transaction that forms the basis for rebate processing for sales transactions (rebate agreements are not defined in Marketing). In a rebate agreement, you specify the rebate recipient, the rebate value and validity period of the agreement, and the criteria on which the rebate is based. You can also define amounts to be accrued.

Rebate Accumulation

When you release a billing document for transfer to Accounting, the CRM system checks whether a valid rebate agreement exists for the sold-to party. If it finds a valid agreement, it accumulates sales volume and posts accruals in Accounting.

Settlement of Rebates

During rebate processing, the system creates the following:

• Rebate due list entries

These entries contain all the information that the system requires for carrying out settlement. The system creates entries for all valid condition records by transferring data from the rebate extract and rebate agreement.

You trigger partial or final settlement from the rebate due list. You also have the option of:

• Posting additional accruals manually

• Correcting the rebate basis manually

• Performing retroactive billing to resettle rebates that have been finally settled

• Settlement documents

During settlement, the system creates settlement documents, to transfers data from the rebate due list. Settlement documents are the basis for the following processes:

• Posting of credit or debit memos to Accounting and resolution of accruals

• Update of payable values, resolved accruals, and status information in the rebate due list

You can use the settlement document to print a credit memo and send it to a customer.

You can cancel settlement documents to reverse the settlement process.

Effects on Existing Data

Effects on Data Transfer

Effects on System Administration

Effects on Customizing

You set up Rebate Processing in the IMG under Customer Relationship Management → Rebate Processing.

Further Information

RFUMSV00 - Advance Return for Tax on Sales/Purchases   Addresses (Business Address Services)  
This documentation is copyright by SAP AG.

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