Explain about rebate agreements in sales the process.
 
By Lucas
 
Rebate Agreements 
 
A rebate is a special discount which is paid retroactively to a customer. This discount is based on the customer's sales volume over a specified time period. 
You can process rebate agreements when the following prerequisite conditions are met:
 
- sales org is relevant for rebate processing
- payer (customer master record) is relevant for rebate processing
- billing type (invoice, credit memo) is relevant for rebate processing
 
Condition types for rebate agreements:
 
BO01 - Customer/Material or Customer/Rebate group = % rebate
BO02 - Customer/Material = quantity dependent
BO03 - Customer = % rebate
BO04 - Customer hierarchy = % rebate
BO05 - Customer hierarchy/Material = % rebate
BO06 - Sales vol. independent
 
Creating Rebate Agreements
 
Logistics -> Sales and distribution -> Master data 
Agreements -> Rebate agreement -> Create
 
To create a condition record for a rebate agreement:
 
When creating or changing rebate agreements, you can create condition records by choosing Goto -> Conditions to get to the Agreement Overview screen. 
Enter the data necessary to create a condition record (for example: customer and condition rate). 
Choose ENTER. 
- If you do not enter a value for the accrual rate, the system automatically proposes the value you entered as the condition rate.
- To create a pricing scale for a condition record, select the condition record and choose Scales. 
- To display or change details in a condition record, select the condition record and choose Details. 
 
It is possible to see an overview of condition records that already exist in other rebate agreements and that have the same key combination (customer/material, customer/rebate group, and so on). 
 
To view the list, select Validity periods. 
 
You can set for each rebate agreement whether it is to be renewed automatically or not. Select Extras -> Rebate calendar -> Reactivate or Remove in the Change Rebate mode.
  
Notes:
 
These are the prerequisites to be done to process the Rebate.
 
1. You need to activate the customer for Rebate in the customer master billing tab.
 
2. You need to activate the Rebate process to the Billing document type.
 
3. You need to activate the Rebate process to the sales organisation.
Menu path is IMG --> Sales and Distribution --> Billing --> Rebate processing.
 
4. You need to create one service material as material for settlement to settle the Rebate. (MM01).
 
5. You need to main the Rebate related pricing condition types in your pricing procedure, here you need to maintain the accrual key as well as account key.
 
6. Create Rebate agreement in the transaction VBO1 based on your requirement (whether that material based or customer based).

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