Rebate to Payer capped on a Ship-to Customer

[priya_sshekhar]

Hi All,

We have a requirement where the rebate is to be paid to the payer of the sales documents but the rebate paid needs to be capped per Ship-to party.

Example: Cap is 2000 $

Sales Orders for Ship-to party A, Payer C --> 3000 $ (Cap is reached, so 2000 $ needs to be paid)

Sales Orders for Ship-to party B ,Payer C---> 1500 $ (Cap is not reached , so 1500 $ needs to be paid)

Rebate needs to be paid to Payer C  --> Total Rebate is  2000 $ + 1500 $ = 3500 $

Is there any way that this is possible in standard.

Thanks,

Priya 

[GauthierVictor]

Hi @priya_sshekhar, 

This requirement might be addressed using standard SAP CCM capabilities, with a few adjustments.
As @MichaelWerner rightly pointed out, the key is to use Ship-To as a split criterion so that it is available at the settlement document line item level.

The following steps might work for your scenario (non exhaustive list): 

• Create a copy of RES1 and maintained it as Calculation type "B" for Fixed amount
• Create an access sequence Condition Contract/Ship-to - This will allow you to maintain different fixed amount caps per Ship-To.
• Add the custom condition to the Condition type group used for your contract type
• Add the custom condition to your condition exclusion group and with the correct Condition exclusion Procedure
• Use Transfer Manager to transfer Ship-to in settlement line item to Pricing communication structure header (Ship-to)

After that, you'll need to maintain your rebate condition and the Cap (fixed amount) condition at ship-to level. 

Regards, 
Gauthier Victor

[priya_sshekhar]

@GauthierVictor Thanks for your response. The cap is same for all the customers. I need a way to restrict the rebate per ship-to with the maximum value .

[MichaelWerner]

Hi,

to my knowledge this is not possible within Standard (Customizing). But it should be possible to build something like this within a "Clean Core".

The ship-to must become a split criteria within the settlement document. Either make the ship-to a split criteria on header level or on item level. Using the ship-to as split criteria on header level will create a separate settlement document for each ship-to, but will require less customization of pricing. Using the ship-to as split criteria on item level will create a single settlement document. In this case you need to make sure that the ship-to is transferred to pricing so that it can be used in the "Group Key Routine".

Within pricing you need some condition types for the "Maximum Value". SAP delivers AMIW/AMIZ (Minimum Sales Order Value/Minimum Value Surcharge). I think these condition types are a good starting point for creating your own condition types for the "Maximum Value". If the settlement document contains multiple ship-to then a group key routine is needed, that groups by ship-to. 

Some further information:

• 2756425 - Conditions AMIW/AMIZ: Minimum Order Value exceeded - SAP for Me
• SAP Pricing: The Condition Technique with SAP | Book a - by SAP PRESS
• 217009 - Condition exclusion for group conditions - SAP for Me

[priya_sshekhar]

Thanks @MichaelWerner for the response. We need a single settlement document per month.

The cap per customer is for the entire year. This means that if the cap is $1000, in the first month if $700 is paid, the next month the rebate should be only be restricted at $300 (1000-700)

Is this possible with the routine and the settlement split at ship-to party level?

The Group Key Routine which you are referring is that the  Group Condition Routine in the condition type configuration or am i  missing something.

[MichaelWerner]

I have implemented successfully item split criteria, the use of split criteria in pricing and the adaption of AMIW/AMIZ. I have not yet tried the use of the group key routine (Also known as Group Condition Routine). The group key routine is the best starting point for fulfilling your requirement. I am confident, but no success guaranteed.