The process of setting up the discount in SAP SD consists of ten steps: a discount is a financial payment that serves as an incentive to increase an organization`s revenue growth. This is a payment from a seller to a buyer after the buyer has purchased goods from the seller at an agreed place, quantity or value. The discount is based on the customer`s sales volume over a certain period of time. Hierarchy delivery: Allows condition records for a client hierarchy node/material or only per hierarchy. You have decided to give a 3% discount to a customer whose sales volume is $1000 for a particular SO. Note: The sales document type “R3” is the same as “CR”, with the exception of the corresponding billing type “B3” (partial remittance payment). Valid valid suggested from/suggested valid in Specifies the default validity periods that the system automatically offers when creating the discount contract. The standard applicable from the date is very important to know whether or not we offer a retroactive discount. If we leave this field blank, the discount is valid from the current date. If we specify the value “first day of the year”, the discount agreement is valid from the first day of the year, although the agreement is created on the current date, called retroactive discount.

Verification levels: Specifies whether the system displays all billing documents in the remittance agreement on the basis of which the discount is calculated, or whether it displays totals based on payer, and so on. Note: Regardless of the material entered for settlement, the system automatically creates the document discount claim only when the discount payment is made from the discount agreement. Procedure: Discount agreement: Transaction code: VB01 When you go to VB01, select the contract type 0002, then enter under conditions the material discount 1 20 20 30 The criteria of the discount (customer, customer and hardware, etc.) Below the net value of the position, we need to place the types of discount conditions. Since the amount of the discount is calculated on the basis of the discount, while the types of discount conditions are included in the procedure for the “from” field, we will specify the “step#. ” of a remittance base. Margins are improved through valid discount and price calculations. The sales organization must be relevant for the processing of discounts. For the types of remittance conditions, we keep the `request` `24`, which states that the types of remittance conditions can only be determined in a single billing document. Discount agreements are based on the types of agreements. Condition records created as B001 and B002 are linked to discount agreements that specify the discount rate + accumulation rates. Condition records specify the discount rate and accumulation rates. In a standard system, four types of discounts are available.

These are: Based on the information in the document, the discount accumulation process generates accumulation rates such as: Note: When we register the discount agreement, the system generates a number. for this Agreement. We will maintain a “no” to this. Area for the reduction agreement. Go ahead; After payment to the customer, the “Reverse provisions” field in the discount contract is automatically updated with the amount paid to the customer and also calculates the “maximum amount to be paid” that remains to be paid to the customer. To do this, select the condition record in the agreement and select the Payment Data icon. Some of the benefits of using discount management systems are: Parameter-2: After creating the agreements, the system calculates the discount provisions from each applicable invoice and updates these discount provisions in the discount agreement to ensure that it only creates a few invoices. In the pricing process directly above the net value of the item, we specify a subtotal “Discount basis” by specifying the value “7” for the “Subtotal” field, which updates the discount basis in the “KOMP” table and the “BONBA” field. Parameter-4: The condition type of the group.

The condition type group specifies the types of discount conditions to use for the discount agreement. To configure this, go to; 1. Create a condition by copying a default condition such as BO03 to V/06 2. Assign this condition in the std pricing procedure with the acct key as ERB and the accural key as ERU – V/08 3. Create a discount agreement in VBO1 (it`s O = owl and not zero). No is generated select 003 – Customer discounts, enter the customer code, validity and verify that the status must be in Open, click on the conditions, enter the percentage and amount of the accrual accounting. You can also have scales there. You must also keep the material for billing 4. Create a sales order for this customer and verify the discount contract. 5. You can only see the discount condition on the invoice.

6. Once you have booked the invoices, go to Discount agrrement No. click on verficayion and the order details will be displayed. 7. For billing, change the status of the discount to B – Release for Billing. 8. The credit note request will generate a copy b of the number and go to VA02, delete the blocks if any and create an invoice (credit). This will show you the amount of accrual accounting. 9.

The accounting document is displayed as negative both in the invoice and in the credit note verification. 10. Go back to the discount agreement and check the status displayed to you D – Final settlement of the agreement already made Payment procedure: Indicates whether the discount must be paid up to the accumulated value or if there is no limit to manual payment. Different validity period: If we check this field, the validity period of the registration of the discount condition may differ from the validity period of the discount agreement. Discount management is the process of documenting agreements with suppliers, tracking purchases and sales against agreements, and managing provisions and remittance requests. Then, check the doc discount payments and partial set, since you have not paid in full. To configure the discount, we enable the discount in the following 3 areas. Discounts will only be paid after the expiry of the validity period of the discount contract. In this way, the system maintains an overview of all billing documents (invoices, credit notes and direct debits) relevant for processing discounts in SAP SD. The system automatically displays the provisions. Creating provisions helps accounting to have an overview of the cumulative value of the discount.

Default State: Specifies the default state of the delivery agreement. In general, it will be “open”. Request: When the supplier receives an offer from the customer, he checks whether he can deliver the goods with the customer`s conditions or not. Cancel provisions: If we activate this field, the “Reverse provisions” field will automatically appear in the discount contract with the amount of the discount paid to the customer. It is always recommended to check this field. How do I enter into a discount agreement for a specific client with hiring details? The settlement document (credit note) uses the account key (ERB) to account for discount deductions on the corresponding G/L accounts. Discount on materials: It allows to record the condition of a customer / material and uses a quantity-dependent calculation. The prerequisites for processing discounts in SAP SD are as follows: For example, we can create partial settlements until the full amount of the discount has been paid to the customer. A discount agreement defines the details of the discount. Like what. B the agreement specifies the following: Partial billing: Here we need to specify the document type `R3` in order to create a partial discount statement when entering the payment in the discount agreement. Payment Method: Specifies the default method to pay the discount amount to the customer.

For example, it can be a credit or an audit, etc. Cash flow has improved thanks to timely and accurate discount requests. Now check VB03 and look at the discount agreement as 120 provisions and 0 payments are displayed as your discount has not yet been settled. A discount is an agreement between the company and the customer that is valid for a certain period of time. The discount agreement defines the percentage of the discount offered to the customer during the specified period. The system calculates the provisions for each applicable invoice, records them in the corresponding G/L accounts and also updates them in the corresponding discount contract. At the end of the period of validity of the discount contract, the Company will refund the amount of the discount to the Customer. When creating the discount contract for the customer, we specify the type of discount agreement. To do this, we need to define the type of agreement with the required functionality. Go ahead; In the remittance contract, the system displays all the billing documents on the basis of which it calculated the discount. To view these documents, select the “Verification Levels” icon in the discount agreement preview screen.

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