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Taxes, Pricing Agreements, andRebatesUnit OverviewThis unit explains how tax is calculated in SD . It also explains how sales deals andpromotions are managed using agreements. I n addition, it describes how to processrebates, create rebate agreements, and settle rebates.

Unit ObjectivesAfter comp leting this unit, you w ill be able to:

Describe the criteria taken into account to determine taxesDescribe how taxes are determined for each order item

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .206.................................ls ,211.................................. .217. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .s ,231. . . . . . . . . . . . . . . . . . . . . . . . . . . . .nts ,235. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xercise 22: Settling Rebates ,241

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Unit 6: Taxes, Pricing Agreements, and Rebates TSCM62

Lesson: TaxesLesson OverviewThis lesson describes the criteria to he c onsidered to determine taxes. It discusses thefactors affecting tax determination. In addition, it describes how taxes are determinedfor each order item.Lesson O bjectivesAfter comp leting this lesson, you will be able to:

Describe the criteria taken into account to determine taxesDescribe how taxes a re determined for each order item

Business ExampleYour company produ ces consumer goods. T he project team that implem ents the SA Psystem must meet the company 's pricing requirements. As a member o f the projectteam, you h ave been given the task of examining the pricing configuration options toprovide solutions for your com pany's pricing requirements.Ttaxes should be determ ined automatically within pricing in your com pany. Validtax categories and tax d etermination rules must be defined fo r every country whe revou do business.

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Criteria to Determine Tax

Departure country (country of the delivering plant)

Destination country(country of the ship-to party)

on the basis of the

Materialtax classification(access with departure country)

Figure 67: Criteria to Determine TaxYou can assign a rule, blank, A, B, at the sales organization level to determine thesales tax identification number in the order and billing document (the tax classificationdetermination is linked to this).

m PY (S H is then notmg to the tax destination

o sales tax ID, the tax numb er and tax

he sold -to party.Wi th status A, the tax num ber and tax classification are transferred from the sold-toparty. The tax number is transferred acco rding to the tax destination country.Wi th status 'B', data is transferred from the payer in the same way a s in rule A.

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Unit 6: Taxes, Pricing Agreements, and Rebates tSCM62

Tax classificationLiable for tax

1 exempt I Document

Item 20 10.00TAX 16 X 1.60

LTax classificationFigure 68: Tax ClassificationThe system determines a tax rate in the orderlbilling document on the basis of threecriteria:

Business transaction-domestic or export/import

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TSCM62 Lesson: Taxes

DeterminingTaxes

PriceValue-added tax MWS T~

I Condition type: MWST1. CountryI hip-to country2. CountryI ustomer IDImaterial ID Domestic business

Figure 69: Pricing Procedures for TaxTaxes may be calculated in Sales and Distribution using the normal conditiontechniques.

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Tax codeTax jurisdiction Tax amountsTaxable amount

Figure 70: Tax Interfaces (Example - United States)You need to decide when taxes are to be calculated. The tax procedure is assigned inth e defau lts fo r Financ ial Acco unting according to country. For the United States,you have the following options:

TAXU S (taxes are calculated in S ales and Distribution)TAXU SJ (taxes are calculated in the central tax procedure using the tax

B b g e n t r a l t ax p r o ce d m is T A ~ ~ S X ,he pricing procedure RVAXUS uses theF*&$ppes, UTXJ, XRI ,XR2, k ~ 3 ,B&d,@?iand XR6.Ifr rj7.i-l am ,'The condition tvve U T X J i n k t e s the tax &&&lation. JR1-4 and XR1-6 are conditiontypes that recekethe-juridictiornalareabrdown of the TAX amounts returned fromthe central ?axproeedufe.

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TSCM62 Lesson: Taxes

Lesson SummaryYou should now be able to:

Describe the criteria taken into account to determine taxesDescribe how taxes are determined for each order item

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Lesson: Pricing AgreementsLesson OverviewThis lesson describes how to use agreements to analyze marketing projects. It alsoexplains how to use various agreeme nt types, such as promotions and sales deals.Lesson ObjectivesAfter completing this lesson, you will be able to:

Use agreements to implement and evaluate m arketing projectsBusiness ExampleYour company produces consumer goods. The project team that implem ents the SAPsystem must meet the company's pricing requirements. As a mem ber of the projectteam, you have been given the task of examining the pricing configuration options toprovide solutions for your company's pricing requirements.Marketing programs are used in your company, for example, special conditionsare set for particular periods for individual products or product groups. To analyzethese special conditions later, the system provides various agreem ent types, such aspromotions and sales deals, within which these condition records can be created.

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TSCM62 Lesson: Pricing Agreements

Promotion and Sales Deal

Figure 71 : Validity PeriodYou can d efine a promotion o r general marketing plan for a product line for a certain~ e r i o d f time. You can then link this oromotion with specific sales deals, which are

, discounts.

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Unit6: Taxes, PricingAgreements, and Rebates TSCM62

Figure 72: Sales Deal: ExampleThis examp le depicts a summer sales promotion, which con tains several salesdeals for various product lines. Condition records for discounts are linked to thecorresponding sales deals.

The sales deal num ber and promotion number fields are displayed in the detail screenof the billing item. T he Sales Information System can be used to capture and report thestatistics for the sales deals and promotions with a user-defined information structure.

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Possible values:- = releasedA = blocked6 = released for prlce simulation

a C = released for prlce simulation and planningFigure 74: Release Status for Sales DealsThe release status of a sales deal controls where you can find the con dition recordsfor a sales agreement. If, for example, the activity has status B, the activity recordsare included in pricing simulation (net price list) but are not used in the currentdocuments. If the activity has status C, the condition records are also consideredwhile planning in the CO-PA module.

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Exercise 19: Promotions and Sales DealsExercise ObjectivesAfter completing this exercise, you w ill be able to:

Create promotions and sales dealsLink condition records to agreementsDisplay agreement information in the billing docum ent

Business ExampleYour sales department needs to report the pricing information. As a result, yourimplementation team needs to check the promotion and sales deal agreement functionto see if it meets the requirement.Task I:You have been asked to test the capability of prom otions and sales deals to ensure thatthe necessary information flows from the order to the inv oice for reporting purposes.1 . Create and save a promotion using your group num in the description. Entera description, which includes your group num ber. 7o, 62. Create a sales deal with reference to your promotion. Any sales orders placedd spgcial,payment terms

" .-L67B# # will receiveand save a KO07

nk customer invoices to a particularo test the ability of the system to m eetthis requirement.1. From th e customer pur&wfi order show n below, create a standard sales order:

I TELEFAX I I

~5,$ on next page@, q::42rCustomer:PO number:

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T-L67B####-9-2


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2. View the pricing for the item. Was the sales deal discount used on the o rder?3 . Save the order and record the documen t number.4. Create a delivery fo r the order, pick the required quantity, and then post goodsissue. Use shipping point 1200 and a selection date of 10 days from today.Choose warehouse number 012 for the transfer order. N ote the document number.5. Create an invoice for the delivery.6 . View the item details in the invo ice and locate the promotion numbe r and salesdeal number.7. Save the invoice and record the documen t number.

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Solution 19: Promotions and Sales DealsTask IYou have been asked to test the capab ility of promotions and sales deals to ensure thatthe necessary information flow s from the order to the invoice for reporting purposes.1. Create and save a promotion using your group num ber in the description. Entera description, which includes your group number.

a) To create a promotion, select:Logistics + Sales and Distribution --tMuster Data -+ Agreements +Promotion + Create.Choose prom otion type 0030.

2. Create a sales deal with reference to your promotion. Any sales orders placedby your custom er using this sales deal will be offered special payment termsof 20 days 2%, 30 days net.a) To create a sales deal, select:

Logistics -+ Sales and Distribution +Master Data +Agreemenb -+Sales deal -+ Create.Choose sales deal type 0020.

on next page

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3. Your sales deal is specific to certain customers. Custom er T-L67B##will receivean additional 5% discount for the entire sales deal. C reate and save a KO07condition record for your sales deal.a) To creating a condition record for sales deal, select:

Logistics -t Sales and Distribution -+Master Data --+ Agreements -+Sales deal -+ Change.Enter your sales deal number and choose Enter.Choose Conditions.Select KO07 Customer discount and click the Choose button.Enter the approp riate values and save the condition record.

Task 2:For reporting purposes, managem ent needs to link customer invoices to a particularpromotionfsales deal combination. You need to test the ability of the system to meetthis requirement.1. From the custom er purchase order shown below, create a standard sales order:

TELEFAXCustomer: T-L67B##

1 discount used on the order?er discount (K007) of 5% from

3. Save the order and record the document number.

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4. Create a delivery for the order, pick the required quantity, and then post goodsissue. U se shipping point 1200 and a selection date of 10 days from today.Choose warehouse number 012 for the transfer order. N ote the docum ent number.a) To creating an outbound delivery order, use a transfer order to pick therequired quantity, and then to post goods issue, select:

Logistics -t Sales and Distribution + Shipping and Transportation -+Outbound Delivery -+ Create --,Single Document -+With Referenceto Sales Order.To pick the required quantity directly from w ithin the delivery docum ent,select: 800630 1Subsequent functions + Create transfer order .Enter the warehouse number 012.In the P icking quantity field, choose function 2 (copy the picking quantityto the d elivery and post goods issue).Save the transfer order. 7O.qbl%

5 . Create an invoice for the delivery.a) To create a billing document, select:

Logistics -, ales and Distribution 4 Billing +Billing document --,Create.

sales

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Use agreementsto implement and evaluate marketing projects

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TSCM62 Lesson: Rebates

Lesson: RebatesLesson OverviewThis lesson describes the rebate processing proced ure. It exp lains how to create rebateagreements and perform rebate settlements.Lesson ObjectivesAfter com pleting this lesson, you will be able to:

Describe the entire rebate processing procedureCreate rebate agreementsPerform rebate settlementsControl rebate processing in C ustomizing

Business ExampleYour company manufactures consumer goods. T he project team that imp lements theSA P system must meet the compa ny's pricing requirements. As a member o f theproject team, you have been given the task of exam ining the pricing configurationoptions to provide solutions for your com pany's pricing requirements.A rebate is a discount, which is granted subsequently to a rebate recipient on the basis

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Creating Rebate AgreementsThe following rebate agreement types have been defined in the SAP R13 standardversion. Related condition types are listedaswell.

Figure 75: Rebate Agreement TypesYou may define rebates at as many levels as you require, similar to any other pricingcondition.

Figure 76: Creatlng Rebate Agreements (1)The rebate agreement is created with a specific rebate agreement type. The features

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Figure 77: Creating Rebate Agreements (2)Condition records are linked to the rebate agreement specifying the rebate rate andthe accrual rate.With the rebate agreement, you can specify:

The condition types used with this rebate agreement typeA validity period proposal

Start ofsettlement run

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Unit 6: Taxes, Pricing Agreem ents, and Rebates TSCM62

Rebates are different from other discounts in that they are based on the sales volumegenerated by the customer within a specified period and are paid retrospectively. Therebate details are defined in a rebate agreemen t.A settlement run creates the required credit memo request automatically. When therebate-relevant billing documents are processed, accruals can be determined andposted automatically. You can use the rebate credit memo to reverse these accruals, ifrequired.

Figure 79: Prerequisites for Rebate Processing

ssing if it is not necessary.

Figure 80: Rebate Processing (1)Rebate processing begins by creating a rebate-relevant billing document.

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Figure 81: Rebate Processing (2 )The valid rebates are determined by the pricing procedure using the rebate basissubtotal.

signed access sequence.

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Figure 83: Rebate Processing (4 )The system uses the acc ess sequence to search for the valid rebate condition records.If valid condition records are found, the accrual rate is read.Requirement 24 in the p ricing procedure enforces that the rebate con ditions are usedonly in billing documents.Requirement 25 in the pricing procedure enforces that the rebate conditions are used

Figure84. Rebate Pwmo ln g (6)The rebate accrual amount is calculated using the rebate basis.

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Figure 85: Rebate Processing (6 )The system posts an accrual to financial accounting when the rebate-relevant billingdocument is released to accounting.At the same time, the system updates the rebate basis and the accrual amount on therebate agreement sales volume screen.

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Settling Rebates

Figure 86: Creating Rebate Settlements (1)The system uses the accumulated amounts in the rebate agreement to create a rebate



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Figure 87: Creating Rebate Settlements (2)The system generates a rebate credit me mo request for the rebate payment amountspecified.

Status

t3or blank

Create settlementI 8

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You can display the sales volume and drill-down in the rebate agreement.You can perform a final settlement for the rebate agreement in the following ways:

ManuallyAutomaticallyIn the background (batch programs: RV15C001 and RV15C002)

Accruals are reversed as soon as the rebate agreement is settled by credit memo.

ement type, as follows:

mem o is created, provided that theizing.

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Figure 90: Settlement Material (1)You m ay have a rebate that does not refer to a particular material but rather to a groupof m aterials or to a customer. In this case, you must refer to a settlement material toprovide information at the m aterial level.Maintain the rebate m aterial in the m aterial master in the Sales and Accou nting views.

Settl menti

...

aterial is the source for important

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Unit 6: Taxes, Pricing Agmements, and Rebates TSCM62

Retroactive Rebate Agreements

eFigure 92: Retroactive Rebate Agreements (1)Retroactive rebate agreements allow you to take into account billing documentscreated before the rebate agreement is created.

y is accumulated andi billing documents created

or can be corrected by using report

ss** ss .p$Z,$: 3i,,2;~

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Figure 94: Retroactive Rebate Agreements (3)Rebate-relevant billing docum ents created after the rebate agreement is created updateboth the rebate basis and accrual fields automatically.

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Unit 6: Taxes, Pricing Agree ments, and Rebates TSCM62

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Exercise 20: Creating Rebate AgreementsExercise ObjectivesAfter com pleting this exercise, you will be able to:

Create rebate agreements and rebate con dition recordsBusiness ExampleRebates are offered to customers to p romote sales and build customer loyalty. Youmust explore the rebate function to ensure that it meets your needs.Task I:To use the rebate function of the system, certain parameters must be se t in the system.You need t o ensure that these parameters are set properly in the sy stem.1 . Check w hether or not rebate processing is active for customer T-L67B##, billingtype F2, and your sales organization. Make them active, if necessary.Task 2:After the rebate processing is active, you will create rebate agreemen ts and rebatecondition records for one of your customers to reward him or her for buying a

will be offeringased using the following

1 EUR IUse EU R 20 tp the accrual rate.

3. Save the rebate tgmmmtmd record the document numbcr.

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Unit6: Taxes, PricingAgreements, and Rebates TSCM62

Solution 20: Creating Rebate AgreementsTask 1:To use the rebate function of the system, certain parameters must be set in the system.You need to ensure that these param eters are set properly in the system .1. Check whether o r not rebate processing is active for customer T-L67B ##, billingtype F2, and your sales organization. Mak e them active, if necessary.

a) Select the Rebates field on the BillingSelect Logistics -+Sales andCustomer --+ Display + Sales and Distribution.Enter the customer number and the sales area.Click the Continue button.Choose Sales Area Data.To check the billing type in Customizing, selectSAP Reference IMG -+ Sales and Distribution + Billing -+RebateProcessing +Activ ate Rebate Processing -+ Select billing documents orrebate processing.The Relevan t for rebate field should be marked for document type F2.


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Task 2:After the rebate processing is active, you will create rebate agreements and rebatecondition records for one of your customers to reward him or her for buying aparticular m aterial.1 . Create a material rebate agreement for customer T-L67B ##.

\cl Laic\. elf-"'a) To create a material rebate agreement, se le ct fi d- 8' z,'-Logistics -+ Sales andDistribution -+Rebate Arrangements -+RebateArrangement -+ Create.Choose agreement type 0002, material rebate.Enter the ap propriate values.

2. Enter the rebate conditions on your rebate agreement. You will be offeringcustomer T-L67B## a rebate on material T-AT3## purchased using the followingscale:

Use EUR 20 as the accrual rate.a) Enter rebate conditions

from

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120

piecepieces

2030

EUREUR


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Unit 6: Taxes, Prlcing Agreements, and Rebates TSCM62

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Exercise21: Processing Rebate AgreementsExercise ObjectivesAfter com pleting this exercise, you will be able to:

Test the calculation and updating of rebate accrualsBusiness ExampleFor rebates to function properly, the billing values mu st be accum ulated accurately inthe rebate agreem ent. You will test the u pdating of these accrual amounts.Task:You w ill test your rebate agreement functionality by creating orders for the applicablematerial, shipping, and then billing the orders.1. Create two separate orders from the custom er purchase orders shown below.

1 TELEFAX I I

2. Save both orders and record the docum ent numbers. / 3-.y7312 yyy

Customer:PO number:

on next page

T-L67B####-10-3,



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I 5 3 3. Create separate outbound deliveries for the orders. U se shipping point 1200 and5 3 'l a selection date of 10 days from today. Pick the required quantities for the twodeliveries and then post a goods issue. R ecord all document numbers.

- 4. Create and sav e a billing document separately for each outbound delivery.&%q$ Record all document numbers.q00 624640"

5 . Display the rebate agreement. View the payment data screen and record theaccruals, rebate payments and maximum payable amoun t.

Hint: If you get the message: "The sales volume for agreement xyis not current"Choose Logistics --+ Sales and Distribution + Billing + Rebates+UpdafeBilling Documents in order to execute report SDBONT 06for your payer T-L67B##.

6. When were the accruals and business volume updated in the rebate agreemen t?

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Solution 21 : Processing Rebate AgreementsTask:You w ill test your rebate agreemen t functionality by creating orders fo r the applicablematerial, shipping, and then billing the orders.1 . Create two separate orders from the customer purchase orders sho wn below.

1 TELEFAX I I

TELEFAXCustomer:PO number:Requested delivery date:MaterialT-AT3W

T-L67BM##-10-3aIn oneweek

Quantity3

on next page

--Customer:PO number:


T - M 7 W##-10-3b


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Unit 6: Taxes, PricingAgreements, and Rebates TSCM62

3. Create separate outbound deliveries for the orders. U se shipping point 1200anda selection date of 10days from today. Pick the required quantities for the twodeliveries and then post a goods issue. Record all document numbers.a) Creating an outbound delivery, a transfer order to do the picking, andthen posting goods issue.

Logistics -+ Sales and D istribution -t Shipping and Transportation-+Outbound Delivery -+ Create + Single D ocument --+ WuhReferenceto Sales Order.To pick the required quantity from directly within the delivery, choose:Subsequent Functions -+ Create Transfer Order.Enter the warehouse number 012.In the Picking quantity field, choose func tion 2 (copy the picking quan tityto the delivery and post goods issue).Save the transfer order.

4. Create and save a billing document separately for each outbound delivery.Record all document numbers.a) Creating a billing documen t:

Logistics -+ Sales and Distribution -+ Billing -+ Billing Document -+Create.Enteryour deliverydocument numberaad oli& 4 eb m t e button.Save thebaing document and record tlw amber. (The ccountingdocum@#@- automat#&$& created at th A&$.

next page



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5. Display the rebate agreemen t. View the payment data screen and record theaccruals, rebate payments and maximum p ayable amount.

@ Hint: If you get the message: "Th e sales volume for agreement xyis not current"Choose Logistics+ Sales and Distribution+ Billing + Rebates-t Update Billing Documents in order to execute report SDBONT06for your payer T-L67B##.

a) Accruals: 120 EU RRebate payments: 0 EU RMax. payable amount: 120EURLogistics+ Sales and Distribution -+ Master Data + RebateArrangements +Rebate Arrangement -+ Display.Enter the agreement num ber and choose Enter.Choose Conditions.Select the condition line.Choose Payment data.

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Exercise 22: Settling RebatesExercise ObjectivesAfter completing this exercise, you will be able to:

Test the calculation of rebate am ounts and the settlement of the rebate agreementBusiness ExampleTypically, after rebates have been accrued in the rebate agreement, payment can bemade to the rebate recipient according to a payment schedule. You need t o test thisfunction.Task:You will test the settlement function of rebates by settling your rebate a greementwith a partial payment credit memo. You will also view various screens in the rebateagreement to ensure that the settlement transaction has been recorded properly.1 . Carry out a man ual partial settlement for the rebate agreemen t. Create a creditmemo request for EUR 80 . You m ust first change the status of the rebateagreement to B (released for paym ent).2. Save the document. The credit memo request document is generatedautomaticallv.

from thesave your chan ges.

e rebate agreement?ocuments and 3) Rebate paymentation.

",. , ,, , . . . . . .

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Unit 6: Taxes, Prlcing Agreements, and Rebates TSCM62

Solution 22: Settling RebatesTask:You will test the settlem ent function of rebates by settling your rebate agreem entwith a partial payment credit memo. You will also view various screens in the rebateagreement to ensure that the settlement transaction has been recorded properly.1. C an y out a manual partial settlement for the rebate agreement. Create a creditmemo request for EUR 80. You m ust first change the status of the rebateagreement to B (released for payment).

a) To execute manual partial settlements, select:Logistics + Sales and Distribution --+ Master Data -+ RebateArrangements -+ Rebate Arrangement -+ Change.Enter the agreement number and press Enter.Change the Agreement status field to B.Choose Create manual accrual orpress Shifi+FlZ.Enter the amount to be paid.Save the rebate agreement.

2. Save the document. The credit mem o request document is generated

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Click Choose.View the credit mem o request number.

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4. Release the billing block on the credit memo request and save your cha nges.a) To remove the b illing block, select:

Logistics -+ ales and Distribution+ Sales + Order -+ Change.Enter the credit memo request number and press Enter.Select the Item overview tab.Release the billing block by selecting the blank line from the en tries andsave the document.

5 . Create and save the credit memo from the credit memo request.a) To create a rebate credit memo, select:

Logistics -+Sales and Distribution + Billing + Billing Document -,Create.Enter the credit memo request number and choose Execute.Save the credit memo document. 2-

6 . Release the credit memo to accounting.a) To release the credit memo to accounting, select:

L ogMcs -P Sales and Distribution + Billing +Billing Document +Change.

on next page

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What happened to the accrual amount in the rebate agreement?a) The accruals are canceled when the rebate agreement is settled in a credit

memo.Select Loghfics -+ Sales and Dktribution -+Master Data --+ RebateArrangements + Rebate Arrangement --+ Display.Enter the agreement number and pressEnter.Choose C onditions.Select the condition line.Choose Payment data.

8. Call the 1) Business volume, 2) Rebate documents and 3) Rebate paymentdrill-down screens and review the information.a) To check the data:

Accruals:Accruals reversed:Rebate payments:Max. payable amount:

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120808040

EUREUREUREUR


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Describe the entire rebate processing procedureCreate rebate agreementsPerform rebate settlementsControl rebate processing in Customizing

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Unit Summary TSCM62

Unit SummaryYou should now be able to:

Describe the criteria taken into account to determine taxesDescribe how taxes are determined for each order itemUse agreements to implement and evaluate marketing projectsDescribe the entire rebate processing procedureCreate rebate agreementsPerform rebate settlementsControl rebate processing in Customizing

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TSCM62 Test Your Knowledge

Test Your Knowledge1. Discuss the factors that play a role in determining tax rates.

2. The tax procedure is assigned in the defaults for Financial Accounting accordingto country.Determine whether this statement is true or,false.

TrueFalse

3. The release status of a sales deal controls where you can find the conditionrecords for a sales agreement.Determine w hether this statement is true or false.

TrueFalse

6 . Accrualsare r e v e d automatically when a credit m emo is created it'the rebateagreement type is set accordingly in Customizing.Derermine ivhether this stau mc nt is true or fulse.

TrueFalse



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Answers1 . Discuss the factors that play a role in determining tax rates.

Answer: The following factors play a role in determining tax rates:Business transaction - omestic or exportlimportTax liability of the ship-to partyTax liability of the m aterial

2. The tax procedure is assigned in the defaults for Financial Accounting accordingto country.Answer: TrueThe tax procedure is assigned in the defaults for Financial Accounting accordingto country. F or example, for the United States, the options a re TAXUS andTAXUSJ.

3. The release status of a sales deal controls where you can find the conditionrecords for a sales agreement.Answer: True

must be activated for:.

To enhance the performan ce, you should deactivate rebate processing if itis not necessary.

5. Status A refers to an open rebate agreem ent.

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TSCM62 Test Your Knowledge

6 . Accruals are reversed automatically when a credit memo is created if the rebateagreement type is set accordingly in Custom izing.Answer: TrueAccruals are reversed automatically when a credit memo is created if the rebateagreement type is set accordingly in C ustomizing.

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Unit Summary TSCM62

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