SAP SD || Rebate Process VBO1 || Part-02

Описание: Definition: Particular discounts which granted to the customer depending on sales volume, are defined in the SAP System as rebate agreements.

A rebate is a cashback or refund given to the customers against the purchases, which acts as an incentive to complete the transaction.
Unlike discounts allotted before the actual sale, rebates are offered after the sale. It is a form of business/sales strategy provided to the client/customer to facilitate future transactions.

Pre-Requisite Parameters for Rebate:
○ Activate Rebate processing in the Sales Organization.
○ Activate Rebate processing in Billing Document type.
○ Activate Rebate in Payer Customer Master Record

Process flow of Rebate:
Step-01: Create Rebate Agreement via transaction code VBO1, VBO2 & VBO3
Customer Agreement XXXXXX agreement XX
Maintain Condition Scales: Rs. 1000/- within 3 Months, 10%.
While saving agreement system might ask for material, please maintain that too.
Step-02: Sales Order VA01, Deliver VL01n & Billing VF01.
Release to Accounting VF02
Step-03: Update Billing Document VBOF
Step-04: Go to Rebate Agreement in change mode VBO2
Change Status for Release Settlement (B) & Execute Settlement click on icon,
while saving rebate agreement will received a Credit note has been generated with 60000238 reference.
Step-05: Go to VA02 proceed for billing/credit note & Save it.

Conclusion:
Rebate agreement is defined based on the client’s sales volume over a certain period of duration.
The rebate percentage is added as statistical posting to the pricing procedure which is reflected at billing document (invoice) and accounting entry as that of the contract/sales order.