rebate settings.docx
Post on 06-Jul-2018
217 Views
Preview:
TRANSCRIPT
-
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 $on%g maintain the Operation 3 MAHN
For sending it through ,3mail . maintian the email address in vendor master 3 address ta . also maintain the
condition records in !#45
Before creating PO also make the necessary settings for the output type . the medium would e 6
7o3ordinate with Basis team for making additonnal settings in 87O9 9ransaction for PO via ,mail
-
8/16/2019 Rebate settings.docx
2/23
*)+endor !e,ate pro$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
-
8/16/2019 Rebate settings.docx
3/23
!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
-
8/16/2019 Rebate settings.docx
4/23
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$reen ) 2M45)
-ebate Arran'e"ent Dondition record ; Si"ilar to ino record we need to "aintain -ebatearran'e"ent condition record or vendor and "aterial"aterial 'roup with purchasin'or'ani:ation co"bination3
-
8/16/2019 Rebate settings.docx
5/23
Master data Ne.0 !e,ate Arrangement - ondition re$ord 2S$reen 6)
Condition record for rebate condition t$"es *A++ '
-
8/16/2019 Rebate settings.docx
6/23
Transa$tional data 0 5usiness olume $omparison 2M416)
.ser can com"are business data with vendor and ma)e chanes in business volume fiuresbefore settlement&
-
8/16/2019 Rebate settings.docx
7/23
Transa$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
-
8/16/2019 Rebate settings.docx
8/23
-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
-
8/16/2019 Rebate settings.docx
9/23
/& 0umber rane assinment to rebate areement t$"e
%3 Controls of subse#uent settlement for rebate areement t$"e
-
8/16/2019 Rebate settings.docx
10/23
13 Dondition t+pe "arked with 4Accruals5 ; This is re2uired to 'et rebate condition t+pe with value inPO as statistical condition t+pe3
-
8/16/2019 Rebate settings.docx
11/23
&& !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
-
8/16/2019 Rebate settings.docx
12/23
Dusto"i:in'
-
8/16/2019 Rebate settings.docx
13/23
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' ðods
Scorin'
"ethod
?escription
9ull+
auto"aticall+
Scores are calculated b+ the s+ste" on the basis o e6istin' data3
-
8/16/2019 Rebate settings.docx
14/23
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
-
8/16/2019 Rebate settings.docx
15/23
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
http://help.sap.com/saphelp_erp60_sp/helpdata/en/c8/77b6535fe6b74ce10000000a174cb4/content.htmhttp://help.sap.com/saphelp_erp60_sp/helpdata/en/cb/77b6535fe6b74ce10000000a174cb4/content.htmhttp://help.sap.com/saphelp_erp60_sp/helpdata/en/ce/77b6535fe6b74ce10000000a174cb4/content.htmhttp://help.sap.com/saphelp_erp60_sp/helpdata/en/d1/77b6535fe6b74ce10000000a174cb4/content.htmhttp://help.sap.com/saphelp_erp60_sp/helpdata/en/d4/77b6535fe6b74ce10000000a174cb4/content.htmhttp://help.sap.com/saphelp_erp60_sp/helpdata/en/cb/77b6535fe6b74ce10000000a174cb4/content.htmhttp://help.sap.com/saphelp_erp60_sp/helpdata/en/ce/77b6535fe6b74ce10000000a174cb4/content.htmhttp://help.sap.com/saphelp_erp60_sp/helpdata/en/d1/77b6535fe6b74ce10000000a174cb4/content.htmhttp://help.sap.com/saphelp_erp60_sp/helpdata/en/d4/77b6535fe6b74ce10000000a174cb4/content.htmhttp://help.sap.com/saphelp_erp60_sp/helpdata/en/c8/77b6535fe6b74ce10000000a174cb4/content.htm
-
8/16/2019 Rebate settings.docx
16/23
$6a"ple
+endor Oerall s$ore out of 99
S"ith /
-
8/16/2019 Rebate settings.docx
17/23
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
-
8/16/2019 Rebate settings.docx
18/23
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
-
8/16/2019 Rebate settings.docx
19/23
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$6ternal service provision53 This"eans that +ou can defne up to 1. and 1/ additional "anual or se"i7auto"atic subcriteria
respectivel+ or these two "ain criteria3
=hen defnin' "anual subcriteria, please note that +ou will retain a better overview i +ou
keep the nu"ber o criteria low3
-
8/16/2019 Rebate settings.docx
20/23
o Price variance
Pri$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
-
8/16/2019 Rebate settings.docx
21/23
: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
-
8/16/2019 Rebate settings.docx
22/23
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
-
8/16/2019 Rebate settings.docx
23/23
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
top related