End and Follow-up

This document describes how to end and follow up on the supplier rebate on sales agreements.

End agreement

When the validity period of an agreement has expired, its final supplier rebate invoice transaction should be submitted to the supplier for reimbursement.

There is no final claim date on the agreement and therefore no restriction on when the rebate claim transactions can be submitted to the supplier. If there are rebate invoice transactions in 'Supplier Rebate Inv Transaction. Display' (PPS127) that have expired before being submitted to the supplier, they must be canceled manually. To offset the pending claim amount, manual accounting must be performed for the canceled rebate invoice transactions. Once the claims have been offset, the rebate invoice transaction can be closed.

When all rebate claim transactions have been closed, the status of the agreement is set to 90-'Ended' in (OIS860). When the agreement is ended, orders can no longer be matched to the agreement at customer order entry.

Follow-up

Reporting based on the supplier rebate invoice transaction history and the sales statistics gives the overall profit visibility.

The sales statistics (OSBSTD) are updated with the initial supplier rebate calculated at customer invoice including the customer pricing related information.

The supplier rebate invoice transaction history (MPSUPR) stores both the initial supplier rebate related information calculated at customer invoice as well as the revised rebate amounts caused by retrospective agreement changes.