Question Re: Manually Editing the Amount in Settlement Document| S... in Enterprise Resource Planning Q&A

Manually Editing the Amount in Settlement Document| Settlement Management| Condition Contract

priya_sshekhar — Thu, 06 Feb 2025 09:59:28 GMT

Hi All,

Is it possible to edit the amount in the settlement document before its posted to accounting.

I want to be able to simulate the settlement document to see how much rebate would be provided and have the user edit the amount before posting to accounting.

Thanks,

Priya

Re: Manually Editing the Amount in Settlement Document| S...

ygongalov15 — Fri, 07 Feb 2025 15:48:55 GMT

Hello Priya,

You can influence the amount in the settlement document by adding condition types in the condition contract before automatic settlement. Below is a text from the SAP help portal:

The customer may raise concerns about the sales rebate amount that you calculated in a partial settlement or in the final settlement. In such cases, it is advisable to adjust your settlement after you have come to an agreement with your customer regarding the settlement data. You can use the following condition types to adjust the sales rebate amount:

- REBD for Rebate BusVol Delta

- REJ1 for Rebate Adjustment

- REV1 for Rebate Verified

With condition type REBD, you can correct the business volume. The rebate condition RES1 is then applied to the sum of the business volume REBV determined by the system and the delta business volume REBD. Condition type REJ1 has the calculation type of Fixed Amount. It represents an additional sales rebate amount on top of the amount calculated with RES1. You can also combine corrections with REBD and REJ1. Condition type REV1 represents the finally agreed upon sales rebate amount. The calculation type for REV1 is also Fixed Amount. Based on the exclusion rules for the pricing procedure, the own calculation of the sales rebate amount is deactivated and REV1 becomes the actual net sales rebate amount.

You maintain the corrective condition types in the condition contract with a suitable validity. When you want to adjust a partial settlement, you can specify the date of the next settlement for the adjustment. To adjust a final settlement, you can perform a delta settlement by selecting the final settlement date as the condition validity. If you need to consult with your customer beforehand, you can use the corrective condition types already present in the final settlement. In such cases, you can also specify an execution date for the final settlement after the validity end of the condition contract.

With regards to the simulation, reports WB2R_SC and WB2R_SV have simulate option under Run Type, just make sure you select List Range either list output header data or list output header and item data. On the results screen you can see the calculated amounts as sub-total fields and you can see the expected rebate.

Thanks

Re: Manually Editing the Amount in Settlement Document| S...

priya_sshekhar — Wed, 26 Feb 2025 10:54:47 GMT

Thanks for your response. Is there a way that we stop the Settlement from releasing into accounting and then edit the amount inside of the settlement document? Or the only way is to edit the Condition Contract itself?

Re: Manually Editing the Amount in Settlement Document| S...

mjcsant — Tue, 25 Mar 2025 09:38:35 GMT

Hi, I have a question. How can we use REV1 if we created the condition contract table 163. Its specified per material. How do we calculate the REV 1?

Re: Manually Editing the Amount in Settlement Document| S...

ygongalov15 — Tue, 25 Mar 2025 13:53:09 GMT

Normally REV1 is used as a final rebate amount for the entire contract. Technically you can use it at any other table, but this means that REV1 will apply to the specific line items of the settlement document which are matching to the table being used. REV1 is added in the contract manually, you cannot calculate it in standard.

Re: Manually Editing the Amount in Settlement Document| S...

SatwikJoshi99 — Wed, 16 Jul 2025 08:18:37 GMT

Hi @priya_sshekhar You can check the settlement amount while settling by choosing List range 4 at WB2R_SC. This selection, will help us to know the settlement amount before doing live run.

To influence the settlement amount, you can use condition types like REV1 per @ygongalov15 answer.

To Stop settlement documents releasing into accounting. At settlement document settings- Accounting sections. Check Posting block for transfer to accounting.

Additionally you can also include release strategy via Workflows.

Thank you

Satwik Joshi

Re: Manually Editing the Amount in Settlement Document| S...

julianos — Tue, 13 Jan 2026 16:16:08 GMT

Hello @priya_sshekhar,

it is indeed possible to:

1. create settlement document (no FI-document created at this point)

2. manually change amount of settlement document (per item)

3. manually create FI-document via 1-click

If you still looking for a solution like this, let me know.

Julian