This document provides a 10 step process for creating and fulfilling a rebate agreement in SAP: 1. Create the rebate agreement using transaction code VBO1 and specify details like the customer, validity period, and rebate amounts for materials. 2. Create a sales order using transaction code VA01 and select the customer. 3. Create a delivery using transaction code VL01. 4. Create an invoice using transaction code BO02 which will display rebate conditions. 5. Go to the rebate agreement using transaction code VBO2 and change the status to 'B' for billing. 6. Select 'Rebate Payment' and settle the rebate amount manually or

1. Rebate Training Document
Step 1: Create Rebate Agreement
T-code: VBo1 or SAP Easy Access Path
SAP Menu>Logistics>Sales and Distribution>Master Data>Agreements>Rebate Agreement
(VBO1-Create/VBO2-Change/VBO3-Display)
Choose created one (Ex: Z002)
Specify the rebate recipient [Customer master payer number]

2. Specify the validity period of the agreement
Specify the agreement status: Blank [] = Open
Specify the verification level [F] = Display totals by Payer/Material
Then click on Conditions on top
Maintain (Accruals amount) condition record for material rebate how much rebate we want to
give it to the customer

3. If we click on scales button
Here I maintained for each product 1 rupee
go back
save it.
With this configuration part is completed
Step7: create sales order
T-code: VA01
Specify Organizational details
Press F8(document Complete)

4. Check item conditions
Save it
Step 8: Create Delivery
T-code: VL01n
Step 9: create Billing document
Check ITEM conditions BO02 will display in conditions tab because we maintained requirement
‘24’ in our pricing procedure
save it
Now Rebate Settlement to customer
Step 10: Go to VBo2 rebated agreement
Enter rebate agreement which we created
Ex: 34
Check agreement status to ‘B’

5. On the menu bar choose “Rebate Payment”
Here Customer is eligible for 50 Rs rebate accruals amount
If we observe Verification Levels
Will get details of payer customer master total rebate accruals amount

6. We can settle the rebate amount by manual or automatic
Manually we can select the customer eligible amount
Then we can save it
It will create automatically credit memo request
Here I have chosen 5Rs/- and save it

7. We will get the message like this bottom of the screen.
Or if we want to give full settlement to the customer click on
It will create automatically Rebate Request for Manual Accruals for entire eligible pending
amount.
It will happened in the back ground
If we want to check that go to this path or Click T-code: VOV8
Select any one of the above document type
B1, B2, B3 OR B4 click on details icon
Coming back to Rebate credit memo request
Back ground automatically created we can check these details by using T-code: VA03
Now create Billing Document by using sales order number
Check the conditions
Save it
Billing document will be generated
Rebate accrual amount 5Rs
Check Accounting Document

8. General ledger view
With this Rebate agreement process is completed.