Scenario/Processes Rebate Management - PowerPoint Presentation

1. Scenario/ProcessesRebate ManagementScenario OverviewSettling RebateScenario ExplorerBusiness ValueOpen LegendScenario FlowSales RepresentativeScenario DescriptionThe following business roles are involved in this scenario:Sales ManagerThe Rebate Management business scenario enables you to create rebate agreement and schedule settlement of rebates. The rebate agreement which is released, is applied on the customer invoices created for the combination of account and product specified in the agreement. During settlement, the system generates rebate credit memo for the rebate payment amount, which is calculated based on the conditions in rebate agreement and the sales volume.Click process chevrons for detailsFurther InformationCreating Customer InvoicesCreating Rebate Agreement

2. Scenario/ProcessesRebate ManagementScenario OverviewScenario ExplorerBusiness ValueOpen LegendScenario FlowSales RepresentativeScenario DescriptionThe following business roles are involved in this scenario:Sales Manager<Role Name><Role Name>The Rebate Management business scenario enables you to create rebate agreement and schedule settlement of rebates. The rebate agreement which is released, is applied on the customer invoices created for the combination of account and product specified in the agreement. During settlement, the system generates rebate credit memo for the rebate payment amount, which is calculated based on the conditions in rebate agreement and the sales volume.Click process chevrons for detailsFurther Information<Role Name><Role Name><Role Name>LegendProcess mainly driven by the userProcess mainly driven by the systemProcess running in an external systemManual process not supported by the systemProcess that communicates with third-party software (mouse-over for details)Process with relevance to FinancialsRelated scenarioInfo button with more informationClose LegendSettling RebateCreating Customer InvoicesCreating Rebate Agreement

3. Scenario/ProcessesRebate ManagementProcess Details: Creating Rebate AgreementSettling RebateProcess DescriptionThe Creating Rebate Agreement business process enables you to create a rebate agreement, where you specify the account, product, accrual rate and the rebate settlement rate. You have to release the rebate agreement if you want it to be applied on the invoices created for the combination of account and product mentioned in the agreement. You must activate the released agreement to be able to schedule the rebate settlement.Performed bySales ManagerIn the Work Center(s)Rebate ManagementClick process chevrons for detailsScenario ExplorerBusiness ValueScenario FlowFurther InformationXCreating Rebate AgreementActivate Rebate AgreementRelease Rebate AgreementCreate Rebate AgreementXCreating Customer Invoices

4. Scenario/ProcessesProcess DescriptionIn Creating Customer Invoices business process, the system posts the accruals in accounting when you release a rebate-relevant customer invoice. The system posts accruals only when there is a valid rebate agreement for a particular business transaction. The main purpose of posting accruals is to ensure that there is enough fund available later during the settlement.Performed bySales RepresentativeIn the Work Center(s)Customer InvoicingClick process chevrons for detailsScenario ExplorerBusiness ValueScenario FlowFurther InformationRebate ManagementProcess Details: Creating Customer InvoicesCreating Customer InvoicesCreate Customer InvoiceXSettling RebateCreating Rebate AgreementPost AccrualsX

5. Scenario/ProcessesRebate ManagementProcess Details: Settling RebateCreating Rebate AgreementCreating Customer InvoicesProcess DescriptionThe Settling Rebates business process enables you to schedule rebate settlement job from within a rebate agreement. You can schedule settlement jobs to run immediately, at a later time or in increments. During settlement run, the system calculates rebate payment amount based on the cumulated sales volume and generates rebate credit memo.Click process chevrons for detailsScenario ExplorerBusiness ValueScenario Flow Further Information Performed bySales ManagerIn the Work Center(s)Rebate ManagementSettling RebateSchedule Rebate SettlementRun Rebate Settlement JobGenerate Rebate Credit MemoX

6. Settle RebateDefine Rebate AgreementCreate Rebate AgreementRelease Rebate AgreementSchedule Rebate Settlement Job Run Rebate Settlement JobGenerate Rebate Credit MemoRebate ManagementBusiness ValueScenario ExplorerBusiness ValueScenario/ProcessesScenario FlowFurther InformationActivate Rebate AgreementCreate Customer InvoiceCreate Customer Invoice Release Customer InvoicePost Accruals OverviewIn an increasingly competitive business climate, being able to effectively segment and target customer is critical to sales success. Rebate Management scenario enables you to process special discounts in the form of rebates, that are paid in retroactively to the customer. The main goal of rebates is to build a long term customer relationship.Rebates enables you to maintain long-term relationship with your customers.Your marketing team can use rebates as an incentive to draw in more customers.It can be one of the ways in which you offer financial reward to your customers that serves as a de facto thank you for doing business and buying the goods and services being offered.The ultimate goal in the issuance of rebates is to generate a higher level of consumer loyalty.Key Benefits

7. Rebate ManagementScenario FlowLegendWork center in which process is performedBusiness document flowProcess related to FinancialsDotted line = optionalDotted line = optionalProcess mainly driven by the userProcess mainly driven by the systemScenario ExplorerBusiness ValueScenario/ProcessesScenario FlowFurther InformationWork CenterRebate ManagementCreating Rebate AgreementReleasing AgreementActivating AgreementCustomer InvoicingCreating Customer InvoiceReleasing Customer InvoiceScheduling Rebate Settlement JobPosting AccrualsGenerating Rebate Credit MemoRunning Rebate Settlement Job

8. Rebate ManagementFurther InformationScenario ExplorerBusiness ValueScenario/ProcessesScenario FlowForum Get in touch with experts to discuss your specific requirements. To enter the community, click here.*More DetailsSAP provides a complete product documentation, covering all aspects of the business scenario. For more details, click here.Self-Enablement SystemsIf you want to try out the business scenario, click here.*WIKIIn addition to the product documentation, SAP provides Wikis that describe additional aspects of SAP Business ByDesign. To access the WIKI, click here.*Do you want to try it out?Do you need more information?Do you want to discuss with others?VV* Note that to access the links above you need to have a user in SAP Business Center. If you cannot access the page directly and if you are using Microsoft Internet Explorer®, please check http://support.microsoft.com/kb/890474.Further Information