Download - Rebate settings.docx

8/16/2019 Rebate settings.docx

1/23

Hi Shuvankar,

Please fnd below KT Plan on PTP

1) Over view o PTP process in Autoplus

)!endor Peror"ance#!endor $valuation in SAP)

%)Supplier &onitorin'

()Supplier A'ree"ent &ana'e"ent

)*nventor+ &ana'e"ent

)-ebate Processin'

.)Purchase order docu"ent t+pes and -elease procedure

/)Output condition records or POs

3)Supplier Monitoring

You need set different message output type for PO for to have (AUFB) Order Acknowledgement for sending

(!A"#) $eminders to vendor

You need to set Purchasing %alue &ey in material master where you can enter the reminder days for re'uirement of

the material Purchasing %alue &ey should come from material master you should not(y usiness re') enter in

PO You can set reminder days in days for *st $em+,-ped./nd $eminder+,-ped 0rd $eminder+,-ped in material

master. so as to triggers+sends $eminders to vendor y using tcode1!,2*F

The message type used for PO's is MAHN - Dunning

n SP!O-" M#-" Materials Management-" Pur$hasing-" Messages-" Message Types-"

De%ne Message Types for Pur$hase Order

n &ine-Tuned ontrol( Pur$hase Order $on%g maintain the Operation 3 MAHN

For sending it through ,3mail . maintian the email address in vendor master 3 address ta . also maintain the

condition records in !#45

Before creating PO also make the necessary settings for the output type . the medium would e 6

7o3ordinate with Basis team for making additonnal settings in 87O9 9ransaction for PO via ,mail


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*)+endor !e,ate pro$essand settingsA,stra$t -

This document covers -Overview of SAP Vendor Rebates and Process FlowMaster data, Transaction data and Confiuration settins!hat are the in"uts re#uired to setu" vendor rebate functionalit$O"tions we can leverae throuh SAP Vendor Rebate Details - +endor re,ate oerie.

-ebate Arran'e"ent is contract that is "ade between the vendor 0 the bu+er or 'ivin'certain percenta'evalue o discounts b+ vendor on purchase over a particularvalue2uantit+ o "aterial3

These discounts are stored in the s+ste" as 4-ebate arran'e"ents5 These -ebates arran'e"ents are havin' validit+ and we can e6tend the validit+ o such anarran'e"ent to cover a lon'er ti"e7span or 8until urther notice83 9or e6a"ple, anarran'e"ent created or one calendar +ear can be auto"aticall+ replaced b+ a new,identical one that is valid or the ollowin' calendar +ear3 /eels for +endor !e,ates

Purchasin' Or'ani:ation based rebates ;*n this case rebate arran'e"ents are created based onpurchasin'or'ani:ationvendor"aterialco"pan+ code co"bination3


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!alue based conditions #Scales) ;?urin' a certain period i purchase value o certain "aterials e6ceeds the defned li"it thendiscounts will co"e into picture3@uantit+ based conditions #Scales) ;?urin' a certain period i purchase 2uantit+ o certain "aterial e6ceeds the defned li"itthen discount will co"e into picture3

These discounts are in the form of "ercentae, #uantit$ or fi%ed value etc& de"endin onCalculation t$"e in condition t$"e and business re#uirementsoteB Apart ro" !alue and 2uantit+ scales there are other options as well e3'3 Crosswei'ht, et wei'ht, volu"e, distance etc3 Pro$ess &lo.

nputs for +endor !e,ate Arrangement


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Master data $hange 0 +endor Master 1pdate

Vendor Master u"date ' (ver$ Vendor rebate relevant vendor needs to be mar)ed with

Subse#uent settlement indicators

Master data Ne.0 !e,ate Arrangement - Oerie. 2S$reen ) 2M45)

-ebate Arran'e"ent Dondition record ; Si"ilar to ino record we need to "aintain -ebatearran'e"ent condition record or vendor and "aterial"aterial 'roup with purchasin'or'ani:ation co"bination3


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Master data Ne.0 !e,ate Arrangement - ondition re$ord 2S$reen 6)

Condition record for rebate condition t$"es *A++ '


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Transa$tional data 0 5usiness olume $omparison 2M416)

.ser can com"are business data with vendor and ma)e chanes in business volume fiuresbefore settlement&


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Transa$tional data 0 !e,ate settlement 2M457)

+endor re,ate options -

-ebate Arran'e"ent at !endor&aterial 'roup level ;* a vendor is suppl+in' ran'e o"aterials belon'in' to same "aterial 'roup or diEerent plant then onl+ one rebatearran'e"ent needs to "aintained or one "aterial 'roup3


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-ebate Arran'e"ent at !endor"ultiple "aterials 7 * a vendor is suppl+in' ran'e o"aterials belon'in' to di8erent "aterial 'roup or diEerent plant then onl+ one rebatecondition record needs to "aintained or ran'e o "aterials3Option o 2uantit+ scale vs3 value scale ; Option to have rebate scales based on 2uantit+procured durin' specifed period3AP pa+"ent procedure to vendor in case o rebates ; Pa+"ents to the vendors are "ade b+

deductin' rebate a"ount ro" total due3&essa'e to vendor about settle"ent ; & Rebate Arranement creation 3 -ebate settle"entrun-ebate partner assi'n"ent #?iEerent invoicin' part+ or "ain vendor) ; * orderin' vendor isdiEerent than invoicin' part+ and pa+"ents are 'oin' to invoicin' part+3 Then rebate a"ount has to bedebited to invoicin' part+3 This scenario we can "ap in SAP

Required Configuration data

* P3Or's assi'ned to plant not to co"pan+ code3 Then we can not use standard -ebatea'ree"ent t+pe3 =e need to create custo" a'ree"ent t+pe3

=e also need other conf'uration that is linked to custo" rebate a'ree"ent t+pe313 Assi'n rebate condition t+pe to rebate a'ree"ent t+pe


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/& 0umber rane assinment to rebate areement t$"e

%3 Controls of subse#uent settlement for rebate areement t$"e


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13 Dondition t+pe "arked with 4Accruals5 ; This is re2uired to 'et rebate condition t+pe with value inPO as statistical condition t+pe3


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&& !endor $valuation

Purpose

The !endor $valuation co"ponent supports +ou in opti"i:in' +our procure"ent processes in

the case o bothmaterials and seri$es 3

Integration

*n the SAP S+ste", !endor $valuation is co"pletel+ inte'rated into the && Purchasin'

co"ponent within &aterials &ana'e"ent3 This "eans that inor"ation such as deliver+

dates, prices, and 2uantities can be taken ro" purchase orders3

!endor $valuation also uses data ro" the @ualit+ &ana'e"ent co"ponent, such as the

results o inco"in' inspections or 2ualit+ audits3

!endor $valuation accesses basic &aterials &ana'e"ent data, *nventor+ &ana'e"ent data

#such as 'oods receipts), and data ro" the >o'istics *nor"ation S+ste" #>*S)3 The >*S data

is stored in the inor"ation structure SF1%3


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Dusto"i:in'


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These "ain criteria serve as a basis or evaluatin' vendors ro" who" +ou procure

"aterials3

• Service

This "ain criterion serves as a basis or evaluatin' those vendors +ou e"plo+ as e6ternalservice providers3

• *nvoice

This "ain criterion serves as a basis or evaluatin' vendors ro" who" +ou procure

"aterials or services3

ou can also defne other or urther "ain criteria, as re2uired3

ou can assi'n diEerent wei'hts to the individual criteria3 The vendorIs overall score is

co"puted takin' into account the wei'hted scores awarded or each o the "ain criteria3

The !endor $valuation S+ste" ensures that evaluation o vendors is obJective, since all

vendors are assessed accordin' to unior" criteria and the scores are co"puted

auto"aticall+3

*n this wa+, subJective i"pressions and Jud'"ents can be lar'el+ eli"inated3

To create a detailed evaluation, each "ain criterion can be divided into several subcriteria3

The standard s+ste" provides +ou with certain subcriteria which suce as a basis orevaluation3 ou can also defne +our own additional subcriteria3

The scores or the subcriteria are calculated in diEerent wa+s3

Scorin' &ethods

Scorin'

"ethod

?escription

9ull+

auto"aticall+

Scores are calculated b+ the s+ste" on the basis o e6istin' data3


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Se"i7

auto"aticall+

ou enter individual scores or i"portant "aterials, or or the 2ualit+ and ti"eliness o a

service peror"ed, +oursel3 The s+ste" then calculates the hi'her7level score ro" these3

&anual

"aintenance

ou enter a blanket score or a subcriterion per vendor3

ou can decide +oursel which o these "ethods to use3

Anal+ses

The results o vendor evaluation are displa+ed in the or" o anal+ses3 9or e6a"ple, +ou can

'enerate rankin' lists o the best vendors accordin' to their overall scores or rankin' lists

or specifc "aterials3

Dhan'es to evaluations are recorded in lo's, and +ou have the option o printin' out

evaluation sheets3

$le"ents o !endor $valuation

9he following graphic shows the scores at various levels of %endor ,valuation1


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9he most important elements of vendor evaluation are1

Overall Score

&ain Driterion

Subcriterion

Scorin' -an'e

=ei'htin' o Scores

Overall Score

Denition

The overall score represents the 'eneral evaluation o a vendor3 *t is a co"bination o the

scores the vendor has achieved or all the "ain criteria3

ou can co"pare diEerent vendors on the basis o their overall scores without 'eneratin' a

detailed anal+sis o their evaluations3

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$6a"ple

+endor Oerall s$ore out of 99

S"ith /


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Purpose

ou can evaluate vendors accordin' to several "ain criteria that +ou consider i"portant3

The scores or the "ain criteria are a "ore accurate representation o the peror"ance o a

vendor than the overall score3


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Subcriterion

Denition

Subcriteria are the s"allest units or which scores are awarded in !endor $valuation3

The s+ste" calculates a score or the relevant hi'her7level "ain criterion based on the

scores a vendor receives or the various subcriteria3

Structure

There are three t+pes o subcriterionB

• &anual

ou enter the score into the s+ste" +oursel beore carr+in' out an evaluation3

• Se"i7auto"atic

ou enter scores or 2ualit+ and ti"eliness o deliver+ or peror"ance at ino record level

#or a "aterial) or in the service entr+ sheet #or an e6ternall+ peror"ed service)3

• 9ull+ auto"atic

ou do not enter an+ data +oursel3 The s+ste" calculates the scores or auto"atic

subcriteria on the basis o data ro" other areas o the enterprise outside the !endor

$valuation s+ste" #or e6a"ple, Coods -eceivin' or @ualit+ &ana'e"ent)3 The individual

scorin' "ethods ulfll diEerent purposes and involve diEerent kinds o "aintenance3 9or

"ore inor"ation on this topic, please reer to the section ?eter"inin' Scores 3

ecessar+ Subcriteria

The auto"atic subcriteria provided in the standard s+ste" suce or the evaluation o a

vendor ro" who" +ou procure "aterials3 That is to sa+, +ou do not necessaril+ have to

"aintain scores or "anual or se"i7auto"atic subcriteria in order to peror" evaluations3

The s+ste" allows or a "a6i"u" o twent+ subcriteria or each "ain criterion3 *n the

standard SAP S+ste" there are two auto"atic subcriteria or the "ain criterion 4Price5,

three or the "ain criterion 4@ualit+5, and our or the "ain criterion 4?eliver+53 This "eans

http://help.sap.com/saphelp_erp60_sp/helpdata/en/d7/77b6535fe6b74ce10000000a174cb4/content.htmhttp://help.sap.com/saphelp_erp60_sp/helpdata/en/d7/77b6535fe6b74ce10000000a174cb4/content.htm


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that +ou can deter"ine up to 1/, 1., and 1 additional subcriteria respectivel+ or each o

these "ain criteria3

There are no auto"atic subcriteria or the "ain criteria 4Ceneral servicesupport5 and

4$6ternal service53 However, three se"i7auto"atic subcriteria are included in the standard

SAP S+ste" or 4Ceneral servicesupport5 and two or 4$6ternal service provision53 This"eans that +ou can defne up to 1. and 1/ additional "anual or se"i7auto"atic subcriteria

respectivel+ or these two "ain criteria3

=hen defnin' "anual subcriteria, please note that +ou will retain a better overview i +ou

keep the nu"ber o criteria low3


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o Price variance

Pri$e /eel

This subcriterion co"pares relationship o a vendorGs price to the "arket price3 * the

vendorGs price is lower than the "arket price, heshe receives a 'ood score i it is hi'herthan the "arket price heshe is assi'ned a poor score3

On the basis o the subcriterion Price >evel +ou can co"pare a vendorGs price to the current

"arket price at a certain point in ti"e3

Pri$e History

This subcriterion co"pares the develop"ent o the vendorGs price with the "arket price3

On the basis o the subcriterion Price Histor+, +ou can deter"ine whether the vendorGs price

has increased or decreased over a certain period in co"parison with chan'es in the "arket

price over the sa"e period3

#oods !e$eipt

This subcriterion is used to evaluate the 2ualit+ o the "aterial that the vendor delivers3

@ualit+ inspection takes place at the ti"e o 'oods receipt3

:uality Audit

This subcriterion is used to evaluate the 2ualit+ assurance s+ste" used b+ a co"pan+ in"anuacturin' products3

omplaints;!e


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:uantity !elia,ility

This subcriterion is used to deter"ine whether a vendor has delivered the 2uantit+ specifed

in the purchase order3

ote

4On7ti"e deliver+ peror"ance5 and 4@uantit+ reliabilit+5 alwa+s have to be seen in

conJunction3 ou can speci+ or each "aterial #in the "aterial "aster record) or or all

"aterials #in the s+ste" settin's) the "ini"u" 2uantit+ o the ordered "aterials that "ust

be delivered in order or a 'oods receipt to be included in the evaluation3 This enables +ou to

avoid a situation in which a punctual 'oods receipt involvin' onl+ a s"all 2uantit+ o ordered

"aterials is included in the evaluation with a 'ood score or 4on7ti"e deliver+ peror"ance53

* this "ini"u" 2uantit+ is not delivered, the vendor is not awarded a score3 However, in

this case the vendor receives a bad score or 2uantit+ reliabilit+3

omplian$e =ith Shipping nstru$tions This subcriterion is used to deter"ine how

precisel+ a vendor co"plies with +our instructions or the shippin' or packin' o a "aterial3

on%rmation Date This subcriterion is used to deter"ine whether a vendor adheres to a

previousl+ confr"ed deliver+ date #that is, whether the 'oods are actuall+ received on the

date previousl+ confr"ed b+ the vendor)3

:uantity +arian$e

=ith this criterion, +ou evaluate how e6actl+ the 2uantit+ to be invoiced a'rees with the

2uantit+ actuall+ invoiced3

Pri$e +arian$e

=ith this criterion, +ou evaluate how e6actl+ the price to be invoiced a'rees with the price

actuall+ invoiced3

Scorin' -an'eDenition

To co"pare the peror"ance o one vendor with another, it is necessar+ to establish a ran'e

#or scale) o possible scores3


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ou can defne +our own scorin' ran'e ro" the worst7 to the best7possible achievable score3

The e6a"ples in this docu"entation are based on a scorin' ran'e o 1 to 1FF points3 This

scale provides +ou with a 'ood overview and also per"its 2uite a fnel+ diEerentiated ratin'

o individual vendors3

=ei'htin' o Scores

Denition

The scores a vendor is awarded or "ain criteria can be wei'hted diEerentl+ to reNect

diEerences in the si'nifcance o the criteria3

Structure

=ei'htin' 9actor


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There are two possible t+pes o wei'htin' ke+ in the standard s+ste"B

• Ke+ F1

• Ke+ F

Ke+ F1 per"its the e2ual wei'htin' o all criteria3

Ke+ F enables +ou to evaluate vendors suppl+in' s"all parts, or e6a"ple3

The wei'htin' actors under this ke+ are distributed as ollowsB

Price

@ualit+ %

?eliver+

Cen3 servicesupport 1

$6ternal service provision

Download - Rebate settings.docx

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