Subsequent (End-of-Period Rebate) Settlement: New Functions from the Retail Field (SAP Retail)


As of Release 4.0A, the following new functionality has been added in order to satisfy requirements of the retail industry:

Of these, the following were not included in SAP Retail 1.2B:

Updating of vendor business volumes from purchase order and goods receipt

A new indicator has been provided for use in connection with the rebate arrangement type, allowing cumulative vendor business volumes to be additionally updated on the basis of purchase orders and goods receipts. The new cumulative updating is only effective for newly created rebate arrangements. For already-existing arrangements, it continues to be carried out following the receipt of vendor invoices. A precondition for utilizing the new statistical updating options is that the tax code is determined in the purchase order.

Separate updating of scale and condition bases in statistics

If different currencies or units of measure are used in a rebate arrangement (e.g. arrangement, scale, and condition currencies differ), the system now also records the vendor business volumes in all currencies and units of measure. This allows you to avoid problems such as those caused by exchange rate fluctuations or missing currency translation rates.

Archiving of rebate arrangements

Rebate arrangements and all associated documents are now archivable. You have the option of placing all relevant data in an archive and later retrieving it. In the process, all index files are archived together in order to ensure consistent data retention and tracability. Furthermore, a program is available that deletes all entries for purchasing documents that have been released for archiving.

User exits

The following new user exists are available:

Customers' own info structures with new fields can easily be integrated for the purpose of statistical updates.
The apportionment of rebate income at site level is possible on a customer-specific basis. All data that is determined during the normal settlement run is made available for this purpose. Similarly, the option of calculating rebate income due at scale level is offered.

Integration of partner concept

The partner concept enables you to record the responsible contact person for each rebate arrangement in the system. In particular, you can record who is responsible for each individual arrangement and who negotiated the conditions of the arrangement.

Furthermore, in Retail systems it is possible to record a contact person for quries relating to the rebate arrangement (e.g. involving settlement accounting).

Analysis for retrospective compilation of statistics

In the case of the retrospective compilation of statistics, a new analysis function enables you to trace and verify how statistical updates are carried out. The log that is outputted is similar to that for the price determination process.

Data transfer from a non-SAP or legacy system

It is possible to adopt data that is needed for the rebate settlement process from another system and assign it to rebate arrangements that have been recorded in the R/3 System. This is necessary after a system changeover, for example.

Change system parameters in customizing

For more on this topic, please refer to the IMG documentation
Subsequent (end-of-period rebate) settlement