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.

Set up status management and flexible approval workflows

... 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