How to Create a Rebate Agreement

Before you start creating Rebate Agreements, you must have at least the following components ready:

Product and customer master in Master Data.
Rebate Condition Types
Calculation logic for calculating the Rebate Agreement line items and Rebate Records.
Typically, also a workflow for Rebate Agreement approval.

To create a new Rebate Agreement, take the following steps:

Go to Rebates > Rebate Agreements.
Click the New Rebate Agreement button. The document is automatically saved when it is created.
Enter values to the required Header fields and select a customer or customer group and products or product groups. There may be other input parameters defined by the header logic.
On the Items tab, add Rebate Agreement line items (previously defined Rebate Condition Types). The items available from the drop-down list can be limited by a Rebate Condition Type filter logic.
You can bulk import items to the root folder using the Import items from clipboard button and pasting data in tabular format to the dialog window.
Enter values for the Input Parameters of the line items.
Click Recalculate to get the current values. Modify the Input Parameters if needed.
When the Rebate Agreement is saved, Rebate Records are generated as defined by the rebate calculation logic.
You can monitor the progress of sales and forecasted rebate in the saved Rebate Records.
Once refined, click Submit to send the Rebate Agreement for approval (provided that an approval workflow is defined and there is no error or a critical alert on any line). If enabled, you can add a comment.
Once the Rebate Agreement period is over, recalculate the final result and click Submit to send it for approval and payout.
Set up an allocation job to write the calculated data to a Datamart.