Settlement Management with SAP S/4HANA

Customer Rebates, External Commissions, and Royalties with the Condition Contract
1. Auflage 2023
ISBN: 978-1-4932-2261-2
Verlag: Rheinwerk Verlag GmbH

Buch, Englisch, 471 Seiten, Format (B × H): 188 mm x 258 mm, Gewicht: 1144 g

Reihe: SAP PRESS Englisch

Get settlement management up and running in SAP S/4HANA! See how to configure the condition contract, from condition tables to contract types. Then learn how to process sales rebates, external sales commissions, and external royalties. Set up the approval process for condition contracts and get the lowdown on the SAP Fiori apps and reporting tools available for settlement management. This is the only guide you need for handling rebates, commissions, and royalties with SAP S/4HANA!

Highlights include:

1) Condition contracts
2) Customer rebates
3) Commissions
4) Royalties
5) Condition tables
6) Access sequences
7) Condition types
8) Billing
9) Status management
10) Reporting
11) SAP GUI transactions and SAP Fiori apps

Autoren/Hrsg.

Chattopadhyay, Ujjwal

Chanda, Suman

Bhunya, Tushar

Fachgebiete

• Wirtschaftswissenschaften Betriebswirtschaft Bereichsspezifisches Management Kundenbeziehungsmanagement, Kundenpflege
• Wirtschaftswissenschaften Betriebswirtschaft Wirtschaftsinformatik, SAP, IT-Management
• Mathematik | Informatik EDV | Informatik Angewandte Informatik Wirtschaftsinformatik
• Mathematik | Informatik EDV | Informatik Business Application Unternehmenssoftware SAP

Inhaltsverzeichnis

... Preface ... 15

... Acknowledgments ... 17

1 ... Introduction to Settlement Management ... 19

1.1 ... What Is Settlement Management in SAP S/4HANA? ... 19

1.2 ... Scenarios Covered with Settlement Management ... 21

1.3 ... Key Concepts of Settlement Management ... 23

1.4 ... Differences between SAP ERP Rebates and the SAP S/4HANA Condition Contract ... 26

1.5 ... Benefits of Settlement Management ... 27

1.6 ... Summary ... 29

2 ... Configuring Condition Contracts for Customer Rebates ... 31

2.1 ... Configure Pricing with Condition Contract Conditions ... 31

2.2 ... Configure Condition Contract Maintenance ... 55

2.3 ... Configure Condition Contract Settlement ... 68

2.4 ... Summary ... 116

3 ... Processing Sales Rebates ... 117

3.1 ... General Process for Sales Rebates ... 117

3.2 ... Single Customer One-Step Process ... 118

3.3 ... Single Customer Two-Step Process ... 144

3.4 ... Rebate for Multiple Customers ... 154

3.5 ... Goods-Related Taxation Rebate for a Single Customer ... 164

3.6 ... Summary ... 173

4 ... Processing Advanced Sales Rebates ... 175

4.1 ... Multiple Customers Using a Customer List ... 175

4.2 ... Rebates for Customer Hierarchy Nodes ... 184

4.3 ... Fixed Amount Rebates Independent of Sales Volume ... 191

4.4 ... Fixed Amount Rebates and Accrual without Business Volume ... 196

4.5 ... Customer Rebate Based on the Sales Target with the Rebate Business Volume Addition ... 200

4.6 ... Summary ... 205

5 ... Configuring Condition Contracts for External Sales Commissions ... 207

5.1 ... Configure Pricing with Condition Contract Conditions ... 208

5.2 ... Configure Condition Contract Maintenance ... 223

5.3 ... Configure Condition Contract Settlement ... 232

5.4 ... Summary ... 258

6 ... Processing External Sales Commissions ... 259

6.1 ... General Process for External Sales Commissions ... 259

6.2 ... External Sales Commissions Based on Billing Documents ... 264

6.3 ... External Sales Commissions Based on Paid Billing Documents ... 284

6.4 ... Summary ... 295

7 ... Configuring Condition Contracts for Royalty Settlement ... 297

7.1 ... Configure Pricing with Condition Contract Conditions ... 298

7.2 ... Configure Condition Contract Maintenance ... 312

7.3 ... Configure Condition Contract Settlement ... 322

7.4 ... Summary ... 341

8 ... Processing Royalties ... 343

8.1 ... General Process for Royalties ... 343

8.2 ... Royalty Settlement One-Step Process ... 347

8.3 ... Royalty Settlement Using the Manual Settlement Process ... 363

8.4 ... Summary ... 374

9 ... Status Management and Flexible Approval Workflow ... 377

9.1 ... Condition Contract Status ... 377

9.2 ... Approval Mechanism ... 379

9.3 ... Keys to Configuration ... 379

9.4 ... Authorizations in Settlement Management ... 404

9.5 ... Approving Condition Contracts ... 405

9.6 ... Approving Settlement Documents ... 413

9.7 ... Summary ... 416

10 ... Reporting and Additional Features ... 419

10.1 ... Important SAP Fiori Apps and Reports ... 419

10.2 ... Mass Processing ... 433

10.3 ... Additional Features ... 446

10.4 ... Summary ... 454

11 ... Implementing Condition Contract Management ... 455

11.1 ... Implementation Paths ... 455

11.2 ... SAP Roadmap for Settlement Management ... 458

11.3 ... Summary ... 458

... The Authors ... 461

... Index ... 463

Über Autor(innen)

Chattopadhyay, Ujjwal
Ujjwal Chattopadhyay is a certified SAP S/4HANA sales and distribution and materials management senior consultant and architect at IBM who has fifteen years of SAP experience and ten years of domain experience in sales, distribution, and service management in consumer electronics. At IBM, Ujjwal has worked on large SAP implementations, roll-outs, and global support projects in the pharmaceutical and FMCG industries. His expertise spans across various sales and distribution and supply chain solutions like SAP GTS and SAP ERP Materials Management. Ujjwal has played a key role in developing SAP S/4HANA and SAP GTS training modules through IBM Learning, and has conducted training for many practitioners in IBM.

Bhunya, Tushar
Tushar Bhunya is an IBM consultant and IT professional with more than 18 years of SAP experience, including multi-country implementations, upgrades, and roll-outs. He has worked in different roles including as a consultant, a solution architect, and an application expert. He is also an SAP S/4HANA certified sales and distribution consultant, and has extensively worked on rebates (settlement management) and commissions management functionality with SAP ERP and SAP S/4HANA.

Chanda, Suman
Suman Chanda is a certified SAP S/4HANA Sales senior consultant working at IBM who has more than 11 years of SAP experience. She has worked on multiple country implementations, roll-outs, and upgrade projects across various industries. She has extensively worked on customer rebates and commissions processes in SAP ERP and SAP S/4HANA. Suman has conducted several training courses at IBM on the new features in SAP S/4HANA Sales.