Anda di halaman 1dari 19

EHP3 for SAP ERP 6.

0
December 2009
English
Purchase Rebate for
Healthcare
Organizations (819)
SAP AG
Dietmar-Ho-Allee !6
69!90 "all#orf
German$
%&siness Process Doc&mentation
SAP Best Practices P&rchase Rebate for Healthcare 'rgani(ations )*!9+, %PD
Copyright
- .o$right 2009 SAP AG. All rights reser/e#.
0o art of this &blication ma$ be rero#&ce# or transmitte# in an$ form or for an$ &rose 1itho&t the e2ress
ermission of SAP AG. 3he information containe# herein ma$ be change# 1itho&t rior notice.
Some soft1are ro#&cts mar4ete# b$ SAP AG an# its #istrib&tors contain rorietar$ soft1are comonents of
other soft1are /en#ors.
5icrosoft6 "in#o1s6 E2cel6 '&tloo46

an# Po1erPoint

are registere# tra#emar4s of 5icrosoft .ororation.
7%56 D%26 D%2 8ni/ersal Database6 S$stem i6 S$stem i96 S$stem 6 S$stem 96 S$stem 26 S$stem (6 S$stem
(!06 S$stem (96 (!06 (96 iSeries6 Series6 2Series6 (Series6 eSer/er6 (:;56 (:'S6 i9:'S6 S:3906 'S:3906
'S:<006 AS:<006 S:390 Parallel Enterrise Ser/er6 Po1er;56 Po1er Architect&re6 P'"ER6=6 P'"ER66
P'"ER9=6 P'"ER96 P'"ER6 'enPo1er6 Po1erP.6 %atchPies6 %la#e.enter6 S$stem Storage6 GP>S6
HA.5P6 RE3A706 D%2 .onnect6 RA.>6 Re#boo4s6 'S:26 Parallel S$sle26 5;S:ESA6 A7?6 7ntelligent 5iner6
"ebShere6 0etfinit$6 3i/oli an# 7nformi2 are tra#emar4s or registere# tra#emar4s of 7%5 .ororation.
@in&2 is the registere# tra#emar4 of @in&s 3or/al#s in the 8.S. an# other co&ntries.
A#obe6 the A#obe logo6 Acrobat6 PostScrit6 an# Rea#er are either tra#emar4s or registere# tra#emar4s of
A#obe S$stems 7ncororate# in the 8nite# States an#:or other co&ntries.
'racle is a registere# tra#emar4 of 'racle .ororation.
807?6 ?:'en6 'S>:!6 an# 5otif are registere# tra#emar4s of the 'en Gro&.
.itri26 7.A6 Program 0eighborhoo#6 5eta>rame6 "in>rame6 ;i#eo>rame6 an# 5&lti"in

are tra#emar4s or
registere# tra#emar4s of .itri2 S$stems6 7nc.
H35@6 ?5@6 ?H35@6 an# "3. are tra#emar4s or registere# tra#emar4s of "3.
A
6 "orl# "i#e "eb
.onsorti&m6 5assach&setts 7nstit&te of 3echnolog$.
Ba/a is a registere# tra#emar4 of S&n 5icros$stems6 7nc.
Ba/aScrit is a registere# tra#emar4 of S&n 5icros$stems6 7nc.6 &se# &n#er license for technolog$ in/ente# an#
imlemente# b$ 0etscae.
SAP6 R:36 SAP 0et"ea/er6 D&et6 PartnerE#ge6 %$Design6 SAP %&siness %$Design6 an# other SAP ro#&cts
an# ser/ices mentione# herein as 1ell as their resecti/e logos are tra#emar4s or registere# tra#emar4s of
SAP AG in German$ an# other co&ntries.
%&siness 'bCects an# the %&siness 'bCects logo6 %&siness'bCects6 .r$stal Reorts6 .r$stal Decisions6 "eb
7ntelligence6 ?celsi&s6 an# other %&siness 'bCects ro#&cts an# ser/ices mentione# herein as 1ell as their
resecti/e logos are tra#emar4s or registere# tra#emar4s of %&siness 'bCects S.A. in the 8nite# States an# in
other co&ntries. %&siness 'bCects is an SAP coman$.
All other ro#&ct an# ser/ice names mentione# are the tra#emar4s of their resecti/e comanies. Data
containe# in this #oc&ment ser/es informational &roses onl$. 0ational ro#&ct secifications ma$ /ar$.
3hese materials are s&bCect to change 1itho&t notice. 3hese materials are ro/i#e# b$ SAP AG an# its affiliate#
comanies )DSAP Gro&D+ for informational &roses onl$6 1itho&t reresentation or 1arrant$ of an$ 4in#6 an#
SAP Gro& shall not be liable for errors or omissions 1ith resect to the materials. 3he onl$ 1arranties for SAP
Gro& ro#&cts an# ser/ices are those that are set forth in the e2ress 1arrant$ statements accoman$ing
s&ch ro#&cts an# ser/ices6 if an$. 0othing herein sho&l# be constr&e# as constit&ting an a##itional 1arrant$.
- SAP AG Page 2 of !9
SAP Best Practices P&rchase Rebate for Healthcare 'rgani(ations )*!9+, %PD
Icons
Icon Meaning
.a&tion
E2amle
0ote
Recommen#ation
S$nta2
E2ternal Process
%&siness Process Alternati/e:Decision .hoice
ypographic Con!entions
ype "tyle #escription
Example text "or#s or characters that aear on the screen. 3hese incl&#e fiel# names6 screen
titles6 &shb&ttons as 1ell as men& names6 aths6 an# otions.
.ross-references to other #oc&mentation.
$%a&ple
te%t
Emhasi(e# 1or#s or hrases in bo#$ te2t6 titles of grahics an# tables.
E?A5P@E
3E?3
0ames of elements in the s$stem. 3hese incl&#e reort names6 rogram names6
transaction co#es6 table names6 an# in#i/i#&al 4e$ 1or#s of a rogramming
lang&age6 1hen s&rro&n#e# b$ bo#$ te2t6 for e2amle6 SE@E.3 an# 70.@8DE.
Example
text
Screen o&t&t. 3his incl&#es file an# #irector$ names an# their aths6 messages6
so&rce co#e6 names of /ariables an# arameters as 1ell as names of installation6
&gra#e an# #atabase tools.
EXAMPLE TEXT
Ee$s on the 4e$boar#6 for e2amle6 f&nction 4e$s )s&ch as F2+ or the ENTER 4e$.
Example
text
E2act &ser entr$. 3hese are 1or#s or characters that $o& enter in the s$stem e2actl$
as the$ aear in the #oc&mentation.
<Example
text>
;ariable &ser entr$. Pointe# brac4ets in#icate that $o& relace these 1or#s an#
characters 1ith aroriate entries.
- SAP AG Page 3 of !9
SAP Best Practices P&rchase Rebate for Healthcare 'rgani(ations )*!9+, %PD
Contents
P&rchase Rebate for Healthcare 'rgani(ations.................................................................................. 9
! P&rose........................................................................................................................................ 9
2 PrereF&isites................................................................................................................................ 9
2.! 5aster Data an# 'rgani(ational Data................................................................................... 9
2.2 Roles..................................................................................................................................... 9
3 Process '/er/ie1 3able............................................................................................................... G
< %&siness Processes..................................................................................................................... 9
<.! .reating P&rchase Rebate Arrangements for ;ol&me-base# Rebates..................................9
<.2 .reating P&rchase 'r#ers................................................................................................... !0
<.3 Aro/al of P&rchase 'r#ers.............................................................................................. !2
<.< Posting Goo#s Receit........................................................................................................ !2
<.9 ;erif$ing 7n/oices................................................................................................................ !<
<.6 .hec4ing 8#ate of %&siness ;ol&me................................................................................ !<
<.G E2ec&ting 7nterim Settlement )'tional+..............................................................................!9
<.* E2ec&ting %&siness ;ol&me .omarison an# Agreement...................................................!6
<.9 E2ec&ting >inal Settlement.................................................................................................. !G
- SAP AG Page < of !9
SAP Best Practices P&rchase Rebate for Healthcare 'rgani(ations )*!9+, %PD
Purchase Rebate for Healthcare Organizations
1 Purpose
P&rchasers an# s&liers &s&all$ enter into rice negotiations once or t1ice a $ear. 3he rice
con#itions in/ol/e# comrise con#itions #een#ing on the &rchase of merchan#ise6 s&ch as $earl$
amo&nt-base# rebates an# those that #o not #een# on the &rchase. 3he con#itions that ha/e
been negotiate# 1ith the s&liers are &s&all$ settle# s&bseF&entl$. 'ther1ise these con#itions
1o&l# be art of the reg&lar in/oice.
' Prere(uisites
')1 Master #ata an* Organizational #ata
%ase# on the organi(ation6 the follo1ing master #ata m&st be installe#. >or more information6 see
the config&ration g&i#e.
Master #ata +alue ,ser +alue Co&&ents
5aterial
5aster
H.-
HP9*
Potassi&m .l in 9H
De2trose 7nCection
Hosital S&l$6 5an&al Reor#er Point
)I.HP-;%+
;en#or
5aster
3*000! Health S&liers
Organization +alue
.oman$ co#e !000
Plant !000 Hosital !000
Storage @ocation !0<0 Pharmac$ Hosital !000
P&rchase 'rgani(ation !000
P&rchase Gro& !00
')' Roles
,se
3he follo1ing roles m&st ha/e alrea#$ been installe# to test this scenario in the SAP 0et"ea/er
%&siness .lient )0"%.+. 3he roles in this %&siness Process Doc&mentation m&st be assigne# to
the &ser or &sers testing this scenario. Io& onl$ nee# these roles if $o& are &sing the 0"%.
interface. Io& #o not nee# these roles if $o& are &sing the stan#ar# SAP G87.
- SAP AG Page 9 of !9
SAP Best Practices P&rchase Rebate for Healthcare 'rgani(ations )*!9+, %PD
Prere(uisites
3he b&siness roles ha/e been assigne# to the &ser 1ho is testing this scenario.
-usiness role echnical na&e Process step
P&rchaser SAPJ%PRJP8R.HASERJH.-S .reating P&rchase Rebate
Agreements for ;ol&me-base#
Rebates
.reating P&rchase 'r#ers
.hec4ing 8#ate of %&siness
;ol&me
E2ec&ting 7nterim Settlement
E2ec&ting %&siness ;ol&me
.omarison an# Agreement
)otional+
E2ec&ting >inal Statement
P&rchasing
5anager
SAPJ%PRJP8R.HASER-E Release P&rchase 'r#ers
Pharmac$
3echnician
SAPJ%PRJ"HSPE.7A@7S3JH.-
S3
Posting Goo#s Receit
Pharmac$
5onitoring
SAPJ%PRJ"HSPE.7A@7S3JH.-
E3
Stoc4 '/er/ie1
;erif$ing 7n/oices
Acco&nts Pa$able
Acco&ntant !
SAPJ%PRJAPJ.@ERE-S! 7n/oice Receit b$ @ine 7tem
- SAP AG Page 6 of !9
SAP Best Practices P&rchase Rebate for Healthcare 'rgani(ations )*!9+, %PD
. Process O!er!ie/ able
Process step $%ternal
process
reference
-usiness
con*ition
-usiness
role
rans0
action
co*e
$%pecte* results
.reating
P&rchase
Rebate
Agreements
for ;ol&me-
base#
Rebates
P&rchaser MEB1 CPG Rebates XXXX
has been created.
.reating
P&rchase
'r#ers
P&rchaser ME21N Purchase order
XXXXX created.
Release
P&rchase
'r#er
P&rchasing
5anager
ME29N Purchase order
XXXXX released.
Posting
Goo#s
Receit
Pharmac$
3echnician
MIGO Material document
XXXXX posted.
;erif$ing
7n/oices
Acco&nts
Pa$able
Acco&ntant
!
MRRL 7n/oice is ;erifie#
.hec4ing
8#ate of
%&siness
;ol&me
P&rchaser MEB6 %&siness /ol&me has
been &#ate#.
E2ec&ting
7nterim
Settlement
P&rchaser MEB4 Deen#ing on the
settlement t$e6 the
settlements that ha/e
been create#
s&ccessf&ll$ are
a&tomaticall$ oste# to
the acco&nting
#eartment.
- SAP AG Page G of !9
SAP Best Practices P&rchase Rebate for Healthcare 'rgani(ations )*!9+, %PD
E2ec&ting
%&siness
;ol&me
.omarison
an#
Agreement
)otional+
P&rchaser MEU2 Scale basis an#
con#ition basis is
change#.
E2ec&ting
>inal
Statement
P&rchaser MEB4 "hen billing the final
settlement6 the
settlements that ha/e
been create#
s&ccessf&ll$ base# on
the &#ate# b&siness
/ol&me are
a&tomaticall$ oste# to
the acco&nting
#eartment. 3he stat&s
of the &rchase rebate
arrangement is set to
D, meaning the
arrangement has been
finall$ settle#.
- SAP AG Page * of !9
SAP Best Practices P&rchase Rebate for Healthcare 'rgani(ations )*!9+, %PD
1 -usiness Processes
1)1 Creating Purchase Rebate 2rrange&ents for +olu&e0
base* Rebates
,se
3his acti/it$ is &se# to create &rchase rebate arrangements for a /ol&me-base# rebate.
Proce*ure
!. Access the transaction choosing one of the follo1ing na/igation otions,
Option 13 "2P 4raphical ,ser Interface ("2P 4,I)
"2P &enu Loistics Materials Manaement Purchasin Master Data
Subse!uent Settlement "endor Rebate Arranements Rebate
Arranement Create
ransaction
co*e
MEB1
Option '3 "2P 5et6ea!er -usiness Client ("2P 56-C) !ia business role
-usiness role P&rchaser )SAPJ%PRJP8R.HASERJH.-S+
-usiness role
&enu
Purchasin Rebate Areements Create Reb Arrans#
$Subse!# Sett#%
2. 'n the Create areement screen6 ma4e the follo1ing entries,
7iel* na&e #escription ,ser action an* !alues Co&&ent
Agreement t$e YC10
3. Press Enter.
<. 7f the &rani'ational Data screen #isla$s6 ma4e the follo1ing entries,
7iel* na&e #escription ,ser action an* !alues Co&&ent
P&rch. organi(ation !000
P&rchasing gro& !0!
<. .hoose Cop(.
9. 'n the Create )C Rebates* &+er+ie, Areement screen6 ma4e the follo1ing entries,
7iel* na&e #escription ,ser action
an* !alues
Co&&ent
.on#ition granter 380001 ;en#or, Health S&liers
.&rrenc$ US
;ali#it$ erio# <!"E> to#a$Ks #ate
3o <!"E> )en# of the /ali# erio#+
- SAP AG Page 9 of !9
SAP Best Practices P&rchase Rebate for Healthcare 'rgani(ations )*!9+, %PD
.om. %;
necessar$
>inal settl.
select 7f the in#icator is selecte#6 a b&siness
/ol&me comarison m&st be carrie# o&t
before final settlement.
6. .hoose Conditions.
G. 'n the "alid Condition -(pes and .e( Combinations Screen6 choose con#ition t$e YC!16 an#
then choose /e, condition record#
*. 7n the Create )C Rebates*&+er+ie, )ealthcare Rebates $0CA1% Screen,ma4e the follo1ing
entries,
7iel*
na&e
#escription ,ser action an*
!alues
Co&&ent
5aterial #C$#%98
Amo&nt 10 Rate )con#ition amo&nt or ercentage+
1here no scale e2ists
9. .hoose Scales )>2+.
!0. 'n the Create )C Rebates* Scales )ealthcare Rebates $0CA1% Screen6 ma4e the follo1ing
entries,
3he first recor#,
7iel*
na&e
#escription ,ser action an*
!alues
Co&&ent
Scale
/al&e
!00
Amo&nt !0 Rate )con#ition amo&nt or
ercentage+
3he secon# recor#,
7iel*
na&e
#escription ,ser action an*
!alues
Co&&ent
Scale
/al&e
200
Amo&nt !2 Rate )con#ition amo&nt or
ercentage+
!!. Press Enter
!2. Sa/e $o&r entries# Recor# the Rebate Areement number, JJJJJJJJJJ
Result
Io& recei/e the follo1ing message, CPG Rebates XXXX has been created.
1)' Creating Purchase Or*ers
,se
3his acti/it$ creates a &rchase or#er.
- SAP AG Page !0 of !9
SAP Best Practices P&rchase Rebate for Healthcare 'rgani(ations )*!9+, %PD
Proce*ure
!. Access the transaction choosing one of the follo1ing na/igation otions,
Option 13 "2P 4raphical ,ser Interface ("2P 4,I)
"2P &enu Loistics Materials Manaement Purchasin Purchase order
Create "endor2Suppl(in Plant .no,n
ransaction
co*e
ME21N
Option '3 "2P 5et6ea!er -usiness Client ("2P 56-C) !ia business role
-usiness role P&rchaser )SAPJ%PRJP8R.HASERJH.-S+
-usiness role &enu Purchasin Purchase &rder Create Purchase &rder
2. 'n the Create Purchase &rder screen6 ma4e the follo1ing entries,
7iel* na&e #escription ,ser action an*
!alues
Co&&ent
Doc&ment
3$e
Stan#ar# P' 0% )#oc&ment t$e+
;en#or 3*000! Health S&liers
E2an# Hea#er b$ choosing E2an# Hea#er ).trl=>2+6 then select the 'rg. Data tab
P&rch. 'rg. !000
P&rch. Gro& !0!
.oman$
.o#e
!000
E2an# 7tem '/er/ie1 b$ choosing E2an# 7tems ).trl=>3+6 an# enter the follo1ing #ata
5aterial H.-HP9*
L&antit$ !0000
Plant !000 Hosital !000
0et rice !20 7f 7nfo recor# is not alrea#$
create#
8o5 .AR 8nit of meas&re is .AR
3. Press Enter.
<. .onfirm messages Can deli+er( date be met3 1ith Enter.
9. Sa/e $o&r entries.
6. 7f the s$stem #isla$s the message 4n case o5 ERS procedure, please enter terms o5 pa(ment6
go to the hea#er area6 an# on the Deli+er(24n+oice tab6 in the Pa(ment -erms fiel#6 select a
a$ment term )for e2amle6 000!+.
Result
Io& recei/e the follo1ing message, Purchase order XXXXX created.
- SAP AG Page !! of !9
SAP Best Practices P&rchase Rebate for Healthcare 'rgani(ations )*!9+, %PD
1). 2ppro!al of Purchase Or*ers
,se
All &rchase or#ers that reF&ire release b$ a release a&thori(ation erson are liste# an# m&st be
aro/e#.
Io& nee# a release co#e onl$ for P' /al&es that are greater than 8SD 900.00
Proce*ure
!. Access the transaction choosing one of the follo1ing na/igation otions,
Option 13 "2P 4raphical ,ser Interface ("2P 4,I)
"2P $CC
&enu
Loistics Materials Manaement Purchasin Purchase &rder
Release Collecti+e Release
ransaction
co*e
ME28
Option '3 "2P 5et6ea!er -usiness Client ("2P 56-C) !ia business role
-usiness role P&rchasing 5anager $SAP6BPR6P7RC)ASER8E%
-usiness role &enu Purchasin Appro+al Release Purchase &rder List
2. 'n the Release $Appro+e% Purchasin Documents screen6 in Release Code6 choose a release
co#e in the #ro#o1n bo2. Select the List ,ith items chec4bo2.
3. .hoose Execute#
<. 3he s$stem #isla$s a list of all &rchase or#ers reF&iring release b$ this release co#e. Select
the line 1ith the &rchase or#er that $o& 1ant to release6 then choose the Release b&tton.
9. Sa/e $o&r entries.
Result
3he #oc&ment 1as release#.
1)1 Posting 4oo*s Receipt
,se
7n this acti/it$ $o& ost goo#s receit accor#ing to the &rchase or#er. 7f necessar$6 a ro/ision can
be ma#e for the estimate# re/en&e. 7t is oste# 1hen recei/ing the goo#s an# is a#C&ste# accor#ing
to the a/erage rice in the material master. 3his scenario #oes not nee# a ro/ision settlement.
Proce*ure
!. Access the transaction choosing one of the follo1ing na/igation otions,
Option 13 "2P 4raphical ,ser Interface ("2P 4,I)
- SAP AG Page !2 of !9
SAP Best Practices P&rchase Rebate for Healthcare 'rgani(ations )*!9+, %PD
"2P &enu Loistics Materials Manaement Purchasin Purchase &rder
9ollo,8&n 9unctions Goods Receipt
ransaction
co*e
MIGO
2. 'n the Goods Receipt Purchase &rder screen6 ma4e the follo1ing entries,
7iel* na&e #escription ,ser action an* !alues Co&&ent
Reference Doc&ment 3$e Goo#s Receit P&rchase 'r#er
P' 0&mber MP' 0&mber from abo/eN
5o/ement 3$e !0!
3. Press Enter.
<. 7n the )eader section in Deli+er( /ote6 enter the #eli/er$ n&mber from the /en#or )for e2amle6
?IO+.
9. 'n the :here tab screen6 ma4e the follo1ing entries,
7iel* na&e #escription ,ser action an* !alues Co&&ent
Storage location !0<0 Pharmac$
7tem 'E Selecte#
6. .hoose Chec;.
G. .hoose Post.
Option '3 "2P 5et6ea!er -usiness Client ("2P 56-C) !ia business role
-usiness role Pharmac$ 3echnician )SAPJ%PRJ"HSPE.7A@7S3JH.-S3+
-usiness role &enu :arehouse Manaement Recei+in &ther Goods Receipt
!. Select the &rchase or#er $o& create# in the re/io&s ste6 from the list &n#er All &pen
Purchase &rders an# then choose Post oods receipt.
2. 7n the follo1ing screen6 choose Execute.
3. 7n the )eader section in Deli+er( /ote6 enter the #eli/er$ n&mber from the /en#or )for e2amle6
?IO+.
<. 'n the :here tab screen6 ma4e the follo1ing entries,
7iel* na&e #escription ,ser action an* !alues Co&&ent
Storage location !0<0 Pharmac$
7tem 'E Selecte#
9. .hoose Chec;.
6. .hoose Post#
Result
Io& recei/e the follo1ing message, Material document XXXXX posted.
- SAP AG Page !3 of !9
SAP Best Practices P&rchase Rebate for Healthcare 'rgani(ations )*!9+, %PD
1)8 +erifying In!oices
Proce*ure
!. Access the transaction &sing,
Option 13 "2P 4raphical ,ser Interface ("2P 4,I)
Menu Loistics Materials Manaement Loistics 4n+oice "eri5ication
Automatic Settlement E+aluated Receipt Settlement $ERS%
ransaction
co*e
MRRL
Option '3 "2P 5et6ea!er -usiness Client ("2P 56-C) !ia business role
-usiness role Acco&nts Pa$able Acco&ntant ! )SAPJ%PRJAPJ.@ERE-S!+
-usiness role
&enu
Accounts Pa(able 4n+oice Enter 4ncomin 4n+oice ,2 P&
Re5erence
2. 'n the E+aluated Receipt Settlement $ERS% ,ith Loistics 4n+oice "eri5ication screen6 enter the
necessar$ #ata an# choose Execute.
7iel* na&e #escription ,ser action an* !alues Co&&ent
Doc&ment Selection
P&rchasing Doc&ment MP' 0&mber from abo/eN
Processing 'tions
3est r&n M#eselectN
3. .hoose Execute.
<. 'n the ne2t screen6 an in/oice 1ith a n&mber 1as create# for the &rchase #oc&ment. .hoose
Bac; t1ice to lea/e the transaction. 7n/oice /erification is #one a&tomaticall$.
Result
At the E/al&ate# Receit Settlement )ERS+ 1ith @ogistics 7n/oice ;erification screen6 select the >7
Doc 0o )9!????????+. 'n the Disla$ Doc&ment, Data Entr$ ;ie1 screen6 select General @e#ger
/ie1. 3he financial ostings are sho1n belo1,
Posting 9ey 2ccount #escription 5ote
*6 )Debit+ 202300 Goo#s Receit : 7n/oice Receit
3! ).re#it+ 3*000! Health S&liers
1): Chec;ing ,p*ate of -usiness +olu&e
,se
3he b&siness /ol&me is &#ate# b$ the s$stem a&tomaticall$6 1hereas the e2ec&tion of the &#ating
is base# either on #ata of the &rchase or#er6 goo#s receit6 or in/oice /erification. 7n o&r case the
&#ating is base# on the in/oice /erification. 7n the follo1ing it can be chec4e# 1hether the b&siness
/ol&me has been &#ate#.
- SAP AG Page !< of !9
SAP Best Practices P&rchase Rebate for Healthcare 'rgani(ations )*!9+, %PD
Proce*ure
!. Access the transaction choosing one of the follo1ing na/igation otions,
Option 13 "2P 4raphical ,ser Interface ("2P 4,I)
"2P &enu Loistics Materials Manaement Purchasin Master Data
Subse!uent Settlement "endor Rebate Arranements List
Displa(s Business "olume Data
ransaction
co*e
MEB6
Option '3 "2P 5et6ea!er -usiness Client ("2P 56-C) !ia business role
-usiness role P&rchaser )SAPJ%PRJP8R.HASERJH.-S+
-usiness role
&enu
Purchasin Rebate Areements Busn# "ol# Data, "endor
Rebate Arrs#
2. 'n the Listin o5 "endor Business "ol# Data* Rebate Arranements, Purchasin screen6 ma4e
the follo1ing entries,
7iel* na&e #escription ,ser action an* !alues Co&&ent
Rebate arrangement MRebate arrangement from
abo/eN
%/ol.com.final
settlement,
0ecessar$
0ecessar$6 not $et
effecte#
0ecessar$6 alrea#$
effecte#
not selecte#
3. .hoose Execute.
Result
3he b&siness /ol&me has been &#ate#.
1)< $%ecuting Interi& "ettle&ent (Optional)
,se
At the en# of the erio# of /ali#it$ of the arrangement or sti&late# erio# 1ith erio#ic settlement6
the s$stem calc&lates the ref&n# of con#itions #&e an# creates the settlement #oc&ments.
Proce*ure
!. Access the transaction choosing one of the follo1ing na/igation otions,
Option 13 "2P 4raphical ,ser Interface ("2P 4,I)
"2P &enu Loistics Materials Manaement Purchasin Master Data
Subse!uent Settlement "endor Rebate Arranements Rebate
- SAP AG Page !9 of !9
SAP Best Practices P&rchase Rebate for Healthcare 'rgani(ations )*!9+, %PD
Arranement Create Settlement Document "ia Report
ransaction
co*e
MEB4
Option '3 "2P 5et6ea!er -usiness Client ("2P 56-C) !ia business role
-usiness role P&rchaser )SAPJ%PRJP8R.HASERJH.-S+
-usiness role
&enu
Purchasin Rebate Areements Settlement re "endor Rebate
Arrs#
2. 'n the Settlement* "endor Rebate Arranements, purchasin screen, ma4e the follo1ing
entries,
7iel* na&e #escription ,ser action an*
!alues
Co&&ent
Rebate
arrangement
MRebate arrangement
from abo/eN
Settlement #ate M3he last #a$ of
c&rrent monthN
3he #ate /al&e #een#s on
settlement calen#arP
.ontrol #ata,
E2ec&te
Perform interim
settlement
select
select
3. .hoose Execute.
Result
Deen#ing on the settlement t$e6 the settlements that ha/e been create# s&ccessf&ll$ are
a&tomaticall$ oste# to the general le#ger. 'n the Settlement, ;en#or Rebate Arrs.6 P&rch6 as at
??:??:200?6 select the line item an# select Sett. Doc icon. 'n the Disla$ Part.Set.Rebate6 P'rg
)%53!+ 2, %illing Doc&ment 7tem '/er/ie1 screen6 select the Acco&nting )>6+6 the follo1ing
Acco&nting Doc&ment is #isla$e#,
Posting 9ey 2ccount #escription 5ote
2! )Debit+ 3*000! Health S&liers
90 ).re#it+ 390200 ;ol&me Rebate 7ncome
1)8 $%ecuting -usiness +olu&e Co&parison an*
2gree&ent
,se
3he s$stem ermanentl$ &#ates the b&siness /ol&me generate# 1ith the /en#or.
- SAP AG Page !6 of !9
SAP Best Practices P&rchase Rebate for Healthcare 'rgani(ations )*!9+, %PD
>or /ariances6 the b&siness /ol&me comarison an# agreement is &se# to fin# an agreement
bet1een the /en#or an# retailer before the final settlement to a/oi# corrections to be e2ec&te#
s&bseF&entl$.
Proce*ure
!. Access the transaction choosing one of the follo1ing na/igation otions,
Option 13 "2P 4raphical ,ser Interface ("2P 4,I)
"2P &enu Loistics Materials Manaement Purchasin Master Data
Subse!uent Settlement "endor Rebate Arranements Business
"olume Comparison Execute
ransaction
co*e
MEU2
Option '3 "2P 5et6ea!er -usiness Client ("2P 56-C) !ia business role
-usiness role P&rchaser )SAPJ%PRJP8R.HASERJH.-S+
-usiness role
&enu
Purchasin Rebate Areements Per5orm Busn# "olume
Comp#* Rebate
2. 'n the Per5orm Comparison o5 Business "olumes screen6 ma4e the follo1ing entries,
7iel* na&e #escription ,ser action an* !alues Co&&ent
Agreement <Re&ate a''a()eme(t *'+m a&+,e>
Settlement
#ate
<"-e e(. .ate +* ,al/./t0 +* t-e
'e&ate a''a()eme(t>
3. Press Enter.
<. .hoose Acti+ate comparison
9. 5a4e the follo1ing entries6 an# sa/e $o&r entries,
7iel* na&e #escription ,ser action an*
!alues
Co&&ent
Scale basis >or e2amle6 90000 Io& can a#C&st it accor#ing to
secial cases
.on#ition
basis
>or e2amle6 90000 Io& can a#C&st it accor#ing to
secial cases
Result
3he scale basis an# con#ition basis is change#.
1)9 $%ecuting 7inal "ettle&ent
,se
>inal settlement is carrie# o&t at the en# of the /ali#it$ erio# of the arrangement. 7n o&r case6 the
/ali#it$ erio# is one $ear. "hen the last #a$ of the c&rrent $ear is entere#6 the s$stem a&tomaticall$
#etermines that a settlement m&st be carrie# o&t. 7f a time is chosen after the en# of the /ali#it$
erio#6 then the s$stem recogni(es this. 3he settlement for the last month )December+ ta4es lace at
- SAP AG Page !G of !9
SAP Best Practices P&rchase Rebate for Healthcare 'rgani(ations )*!9+, %PD
the same time. >inal settlement &ses the statistical information &#ate# in the b&siness /ol&me
comarison.
Proce*ure
!. Access the transaction choosing one of the follo1ing na/igation otions,
Option 13 "2P 4raphical ,ser Interface ("2P 4,I)
"2P &enu Loistics Materials Manaement Purchasin Master Data
Subse!uent Settlement "endor Rebate Arranements Rebate
Arranement Create Settlement Document "ia Report
ransaction
co*e
MEB4
Option '3 "2P 5et6ea!er -usiness Client ("2P 56-C) !ia business role
-usiness role P&rchaser )SAPJ%PRJP8R.HASERJH.-S+
-usiness role
&enu
Purchasin Rebate Areement Settlement re "endor Rebate
Arrs#
2. 'n the Settlement* "endor Rebate Arranements, purchasin screen, ma4e the follo1ing
entries,
7iel* na&e #escription ,ser action an*
!alues
Co&&ent
Rebate arrangement MRebate arrangement
from abo/eN
Settlement #ate M3he last #a$ of
arrangement /ali#it$
erio#N
3he #ate /al&e
#een#s on settlement
calen#arP
.ontrol #ata, E2ec&te Select
.ontrol #ata, Perform
settlement acco&nting
Select
3. .hoose Execute. 7f the s$stem #isla$s the message Settlement date later than current date#
Condition records ma( be settled prematurel(< Per5orm settlement accountin an(,a(36 choose
0es.
Result
"hen billing the final settlement6 the settlements that ha/e been create# s&ccessf&ll$ base# on the
&#ate# b&siness /ol&me are a&tomaticall$ oste# to the acco&nting #eartment. An# at the same
time the stat&s of the &rchase rebate arrangement is set to D, meaning the arrangement has been
finall$ settle#. 'n the Settlement, ;en#or Rebate Arrs.6 P&rch6 as at ??:??:200?6 select the last line
item an# select Sett. Doc icon. 'n the Disla$ Part.Set.Rebate6 P'rg )%5!!+3, %illing Doc&ment
7tem '/er/ie1 screen6 select the acco&nting b&tton an# the follo1ing acco&nting #oc&ment is
#isla$e#,
Posting 9ey 2ccount #escription 5ote
2! )Debit+ 3*000! Health S&liers Post the a##itional rebate income
90 ).re#it+ 390200 ;ol&me Rebate 7ncome Re/erse the interim settlement
- SAP AG Page !* of !9
SAP Best Practices P&rchase Rebate for Healthcare 'rgani(ations )*!9+, %PD
90 ).re#it+ 390200 ;ol&me Rebate 7ncome Perform the final settlement
<0 )Debit+ 390200 ;ol&me Rebate 7ncome Perform the final settlement
- SAP AG Page !9 of !9