Sharing Session I

Jakarta, 20 April 2009

Rebate Process & Sales Commission

Rebate Process &

Sales Commission

Definition of Rebate Process

Prerequisites of Rebate Process
How Rebate Process Works
Sales Commission
Demo
Q&A

Definition of Rebate Process

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 define the details of the rebate in a rebate agreement. In the agreement you specify,
for example :

who receives the rebate payment

on what criteria the rebate is based (customer, customer and material, and so on)

how long the rebate agreement is valid

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Prerequisites of Rebate Process

You can process rebate agreements when the following prerequisite conditions are met:
1.

The sales organization in which you are processing sales orders must be relevant for
rebate processing. Your system administrator sets this indicator in Customizing for Sales.

2.

The payer must be relevant for rebate processing. In many cases, the payer is the same as
the customer. You indicate whether a customer can receive rebates by marking the Rebates
field in the Billing view of the customer master record.

3.

The billing type (invoice, credit memo, and so on) you are using must be relevant for rebate
processing. Your system administrator sets this indicator when defining billing types in
Customizing for Sales.It lets you decide when revenue recognition should take place.

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Prerequisites of Rebate Process (1)



Define Sales Organization (Customizing)

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Prerequisites of Rebate Process (2)



Maintain Payer (Customer Master Data)

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Prerequisites of Rebate Process (3)



Define Billing Type (Customizing)

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How Rebate Process Works

Control tables

Order

Customer
master data

Sold-to party 2300

Ship-to party 788

Customer master data

Item Material Quantity

Material
master data

Customer-material
info

10 1400-100

10

20 1400-200

20

30 1400-410

15

Condition
master data
nt
greeme
A
e
t
a
b
Re

Control tables
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Output
master data

How Rebate Process Works

Rebate
Agreement

Sales Order

Billing

Delivery

Condition :
Price :10000

Info Structure:
S060

Condition :
Rebate Basis :10000
Rebate
: 1000

FI Document

Receivable
10000

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Revenue
10000

Rebate
Accruals
1000

1000

How Rebate Process Works - Settlement

Rebate
Agreement
Settlement Process

SO: Credit Memo

Billing: Cr Memo

Condition :
Rebate
:1000
Rebate Accr : 1000

Condition :
Rebate
:1000
Rebate Accr : 1000

FI Document

Receivable
1000

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Sales Bonus
1000

Rebate
Accruals
1000

1000

Sales Commission

A sales commission is a compensation paid to an employee or third-party for performing the

activities required in customer acquisition, sales, order management and customer
management. The employer / company and the commission recipient (employee or thirdparty) enter into a negotiated agreement in which the commission rates and conditions are
detailed. It is structured with the intention of motivating the commission recipient to perform
at a superior level
Based on an agreement, which was concluded between the company (e.g. brewery) and the
salesperson (commission recipient), a sales commission agreement is created in the system.
based on the sales volume or value, which is expected to be sold to the customers for
whom the salesperson is responsible.
Note :

The sales commission agreement is created in R/3 based on a rebate agreement

document type.

The commission recipient (sales employee or external sales) recorded as a customer

master data

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Sales Commission Implementation Tips

Tips in implementation of sales commission :

Create different rebate agreement document type for sales commission.

Create different customer account group for the commission recipient. If there are sales
employee and external sales, we can create another account group or only fill any field as
a flag either it is internal or external sales.

If we use sales group as a sales person, make sure each commission recipient in
customer master data has one-to-one mapping with sales group

Create new information structure (MCSI) to record all transaction of each sales person
and the commission (if any).

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Demo

Process :

Creating Rebate Agreements

Creating Sales Orders

Delivering Sales Orders

Creating Invoices

Update Billing Document (optional)

Compare Rebate Basis: Billing Doc Vs Statistic (optional)

Settlling Rebate Agreements

Creating Rebate Credit Memos (automatic)

Creating Billing Credit Memos

Compare Rebate Basis: Billing Doc Vs Statistic (optional)

Payment

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Q&A

QUESTIONS
&
ANSWER

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Appendix - Tcode

Tcode

Description

VB(1

Rebate number ranges

VB(2

Rebate Agreement Type Maintenance

VB(3

Condition Type Groups Overview

VB(4

Condition Types in ConditType Groups

VB(5

Assignment Condition -> CondTypeGrp

VB(6

Rebate Group Maintenance

VB(7

Rebate Agreement Settlement

VB(8

List Rebate Agreements

VB(D

Rebate Agreement Settlement

VBO1

Create Rebate Agreement

VBO2

Change Rebate Agreement

VBO3

Display Rebate Agreement

VBOE

Currency conversion rebate agreemnts

VBOF

Rebate: Update Billing Documents

SE38

Create New Rebate Index

RV15B001

SE38

Compare Rebate Basis: Billing Doc Vs Statistic

RV15B002

SE38

Redetermine subtotal Billing

RV15B003

F110

Automatic Payment Transaction

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Program Name