You have to do two things here. First, select the relevant billing documents for discounts. Second, you activate discounts for your distribution organizations. To grant discounts, the seller usually signs an agreement with the customer that contains all the necessary details such as agreed sales objectives, the period during which these objectives must be concluded, and the conditions of reduction such as percentage, dollar coin or lump sum. The seller then tracks the volume of turnover achieved by the debtor for discounted products and periodically takes into account the reduction limits according to the accounting methods of the organization. If the objectives are successfully met, the seller pays the amount of the discount to Debitor. This step is called discount compensation. A discount is a special discount that is paid retroactively to a customer. All details of the discount are defined by a discount agreement. B – type of discount, discount, validity of agreement, etc. Contract Type 0004 (hierarchical discount) This type of agreement allows conditions for a node/material of the customer hierarchy or according to the hierarchy.
The calculation is based on a percentage. Hierarchical nodes must be established in the client hierarchy before using this type of discount agreement. Valid-From Here proposal, you have created a standard proposal for the start date of your delivery contract. You can choose the start date as today` date, the beginning of the week, the beginning of the month or the beginning of the year, or you can even leave the field empty if you don`t want SAP to offer a start date. Discount agreements are established to offer special discounts for debtors. The main feature of this type of discount is that it is paid retroactively. The amount of the rebate offered by discount agreements is determined on the basis of the volume of debitor sales over a specified period. The discount agreements in SAP are placed in the VBO1 transaction. You define the debitor that receives the discount, the criteria on which the discount is based and the validity of the discount. Create new discount agreements in the VB01 booking To create a manual demarcation, use the VBO2 reservation to change the hardware discount. In the preview screen, select Extras – Manual Calculation. On this screen, you can manually enter the accumulated amount.
If you register the agreement, a reduction credit application will be created. You can then create a credit in reference to the credit requirement. The amount of the limit is then recorded in the accounting. When the final tally of a rebate contract is completed, the SAP system automatically calculates the discount based on revenue statistics and flat-rate discounts (if any). In addition, discounts previously paid to this customer will be deducted. Then the system creates a credit requirement that can be shared by users and used to get the final credit. Final billing of discount agreements can be done manually, automatically or with batch processing (in the background). A discount agreement stores discount data and controls the entire processing of discounts.
Price rates for processing rebates are also stored in the discount agreement. You can create a discount contract for a particular customer using the SAP menu – Logistics – Distribution and Distribution – Basic Data – Agreements – Discount Agreement – Creation (VBO1). In the first screen that appears, you indicate the type of discount agreement and the organization data for which you want to establish an ebate agreement. Standard SAP offers five types of discount agreements to choose from: at SAP, the delivery process consists of three main processing steps. You initiate the process by creating a discount agreement, followed by automatic or manual reservation of limits, and you finalize the process by making discount offsets. A detailed explanation of these steps follows.