Rebates:

Rebate agreement is a special agreement granted to

the customer on a specific volume of sales over a specific period of time.

Configuration Path:
IMG>SD>Billing>Rebate Processing>Rebate Agreements>Define
Agreement Types>

Step 1: Define Agreement Type

Select"Define Agreement type " from choose activity,double click on it

Select an Agreement click on copy button and rename it

here I selected standard and renamed 0002-Material Rebate to Z002- Material Rebate-AA11

Step 2: Condition Type Groups

2.1: Click on Define condition Type groups

Click on New Entries

Enter your Copied Condition Type group which you created and
Maintain Blank for Category of the condition type group

Step 2.2: Assign Condition Types /tables to Condition Type groups

Click on New Entries

Assign Condition Type Bo02 and Condition Table 1to your Condition Type
GroupZ002

Step 2.3: Assign Condition Type groups to rebate agreement types

Click on it, Assign Condition Type group to Agreement Type

Step 3:

Condition Technique for Rebate Processing

Click on it
Same as like Pricing Procedure configuration
Step 3.1: Select Maintain condition table for Rebates
Select Maintain Condition Tables for Rebate and Click on Choose

Based on requirement we can create new condition table

Save and exit (if anything created)
3.2: Maintain Access Sequence
Select Maintain Access Sequence
Click on Choose, Go to New Entries and Maintain Access Sequence
Maintain 1 Relevant for Rebates
Step 3.3: Define Condition Types:
Choose Define condition types
Select it and click on Choose
Rebate condition types (BO01, BO02, BO03, BO04, BO05, BO06)are available in Standard SAP
Assign Access sequence to condition Type (if copied)
Step 3.4: Maintain Pricing Procedure:
Select Maintain Pricing Procedure and click on Choose
Choose Standard or copied Pricing Procedure by use
Click on Position Button left side Dialog Structure
Make sure that Rebate condition types must available in (copied) pricing procedure
With Requirement-24 (only in Billing Document)

Account Key - ERB

Accruals - ERU

Step 4: Account Determination for Rebates

(If your are good at Account determination Procedure configuration no need to fallow this)
The same process like Account Determination Procedure
Step 4.1: Define A/C keys
(Standard keys available in SAP)
ERB -Rebate Sales deduction
ERU Rebate accruals
Step 4.2: Assign Account Keys to our Pricing Procedure
In standard pricing procedure its available
Steps 901 to 905

Step 4.3: Maintain Access Sequence

(standard already created like Accounting Determination Procedure)
Step 4.4: Define Account Determination Types
Assign access sequence to Condition type
Step 4.5: Assign G/L Account

Choose table 1-customer group/Material Group/Account Key

Click on Assign button and Maintain G/L Account Provision Account

Step 5: Activate Rebate Processing

IMG>SD>Billing>Rebate Processing>Activate Rebate Processing
Click on Activate Rebate Processing

Select Billing Documents for Rebate Processing in Choose Activity.

Step 5.1: Select Billing Document for Rebate Processing

T-Code: OVB0

(Or) T-code: VOFA

Enter billing Document Type and put check mark for Relevant for Rebates
Go back, Select Activate Rebate Processing for Sales Organizations

Step5.2: Activate Rebate processing for sales organization

Click on Choose

(Or) Go to Enterprise structure

T-code: OVX5
Select your sales organization
Put check mark for Rebate process Active

Step 5.3: The payer must be relevant for rebate processing.

Go to XD01 or XD02 Payer customer master record
Go to sales are data tab then choose Billing tab put check mark for Rebates

Step 6: Create Rebate Agreement

T-code: VBo1 or SAP Easy Access Path
SAP Menu>Logistics>Sales and Distribution>Master Data>Agreements>Rebate Agreement
(VBO1-Create/VBO2-Change/VBO3-Display)

Choose created one (Ex: Z002)

Specify
Specify
Specify
Specify

the
the
the
the

rebate recipient [Customer master payer number]

validity period of the agreement
agreement status: Blank [] = Open
verification level [F] = Display totals by Payer/Material

Then click on Conditions on top

Maintain (Accruals amount) condition record for material rebate how much rebate we want to
give it to the customer

If we click on scales button

Here I maintained for each product 1 rupee

go back

save it.
With this configuration part is completed

Step7: create sales order

T-code: VA01
Specify Organizational details
Press F8(document Complete)
Check item conditions
Save it

Step 8: Create Delivery

T-code: VL01n

Step 9: create Billing document

Check ITEM conditions BO02 will display in conditions tab because we maintained requirement
24 in our pricing procedure

save it
Now Rebate Settlement to customer

Step 10: Go to VBo2 rebated agreement

Enter rebate agreement which we created
Ex: 34

Check agreement status to B

On the menu bar choose Rebate Payment

Here Customer is eligible for 50 Rs rebate accruals amount

If we observe Verification Levels
Will get details of payer customer master total rebate accruals amount

We can settle the rebate amount by manual or automatic

Manually we can select the customer eligible amount

Then we can save it

It will create automatically credit memo request
Here I have chosen 5Rs/- and save it

We will get the message like this bottom of the screen.

Or if we want to give full settlement to the customer click on

It will create automatically Rebate Request for Manual Accruals for entire eligible pending
amount.
It will happened in the back ground
If we want to check that go to this path or Click T-code: VOV8
Select any one of the above document type
B1, B2, B3 OR B4 click on details icon

Coming back to Rebate credit memo request

Back ground automatically created we can check these details by using T-code: VA03
Now create Billing Document by using sales order number
Check the conditions
Save it
Billing document will be generated
Rebate accrual amount 5Rs
Check Accounting Document

General ledger view

With this Rebate agreement process is completed.

Note: configured in IDES system,Information purpose only.