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Condition Partner 2.3: A Comprehensive Guide for SAP S/4HANA Settlement Management Users
What is Condition Partner 2.3 and why is it important?
If you are using SAP S/4HANA Settlement Management, you might have heard of Condition Partner 2.3, a new feature that enhances the functionality of condition contracts. But what exactly is Condition Partner 2.3 and why should you use it?
Condition Partner 2.3
Condition Partner 2.3 is a feature that allows you to define different types of partners for your condition contracts, such as suppliers, customers, invoicing parties, or eligible partners. You can also specify inclusion or exclusion criteria for these partners based on various attributes, such as customer hierarchy, material group, sales organization, etc. This way, you can control which partners are eligible for your condition contracts and which are not.
Condition Partner 2.3 also enables you to determine the business volume for your condition contracts based on different selection criteria, such as document type, billing date, posting date, etc. You can also aggregate the business volume by different dimensions, such as partner function, material group, sales organization, etc. This way, you can calculate the accurate amount of rebates or discounts for your condition contracts.
Condition Partner 2.3 is important because it helps you to manage your condition contracts more efficiently and effectively. You can create and maintain condition contracts with more flexibility and accuracy, settle them with more speed and transparency, and monitor and report them with more insight and clarity.
In this article, we will show you how to configure, create, maintain, settle, monitor, and report condition contracts with Condition Partner 2.3 in SAP S/4HANA Settlement Management.
How to configure Condition Partner 2.3 in SAP S/4HANA
Before you can use Condition Partner 2.3 in SAP S/4HANA Settlement Management, you need to do some configuration steps in the system. Here are the prerequisites and steps for setting up Condition Partner 2.3:
Prerequisites:
You need to have basic understanding of rebate management process in SAP S/4HANA Settlement Management.
You need to have basic understanding of SD pricing condition technique that includes condition table, access sequence, condition type, pricing procedure etc.
type is a key that defines the type of partner that can be eligible for a condition contract, such as customer, supplier, invoicing party, etc. You can define eligible partner types in customizing transaction WB2R_EP.
Define inclusion/exclusion criteria: Inclusion/exclusion criteria are keys that define the attributes that can be used to include or exclude partners for a condition contract, such as customer hierarchy, material group, sales organization, etc. You can define inclusion/exclusion criteria in customizing transaction WB2R_IE.
Define business volume selection criteria: Business volume selection criteria are keys that define the attributes that can be used to select the relevant documents for determining the business volume for a condition contract, such as document type, billing date, posting date, etc. You can define business volume selection criteria in customizing transaction WB2R_BV.
Define business volume aggregation: Business volume aggregation is a key that defines the dimensions that can be used to aggregate the business volume for a condition contract, such as partner function, material group, sales organization, etc. You can define business volume aggregation in customizing transaction WB2R_BA.
Define settlement calendar: Settlement calendar is a key that defines the periods and dates for settling a condition contract, such as monthly, quarterly, yearly, etc. You can define settlement calendar in customizing transaction WB2R_SCAL.
Define settlement rules: Settlement rules are keys that define the rules and conditions for settling a condition contract, such as the settlement recipient, the settlement document type, the settlement condition type group, etc. You can define settlement rules in customizing transaction WB2R_SR.
After you have completed these configuration steps, you are ready to use Condition Partner 2.3 in SAP S/4HANA Settlement Management. How to create and maintain condition contracts with Condition Partner 2.3
Once you have configured Condition Partner 2.3 in SAP S/4HANA Settlement Management, you can start creating and maintaining condition contracts with it. Here are the steps for creating and maintaining condition contracts with Condition Partner 2.3:
Create a condition contract: You can create a condition contract in transaction WB2R_CONTRACT. You need to enter the condition contract type, the validity period, the payer, the payee, and other relevant data. You can also enter the condition type group, the partner determination procedure, and the eligible partner type that you have defined in the configuration.
Maintain condition records: You can maintain condition records for your condition contract in transaction WB2R_COND. You need to enter the condition type, the validity period, the scale type, the scale values, and other relevant data. You can also enter the inclusion/exclusion criteria that you have defined in the configuration.
Maintain partner data: You can maintain partner data for your condition contract in transaction WB2R_PARTNER. You can add or delete partners for your condition contract based on their partner functions and their eligibility. You can also view the partner determination log that shows how the system determined the partners for your condition contract.
Maintain business volume data: You can maintain business volume data for your condition contract in transaction WB2R_BV_MAINTAIN. You can select or deselect documents for determining the business volume for your condition contract based on the business volume selection criteria and the business volume aggregation that you have defined in the configuration. You can also view the business volume determination log that shows how the system calculated the business volume for your condition contract.
Maintain settlement data: You can maintain settlement data for your condition contract in transaction WB2R_SETT_MAINTAIN. You can enter or change the settlement rules, the settlement calendar, and other relevant data for your condition contract. You can also view the settlement simulation that shows how the system would settle your condition contract based on the current data.
By following these steps, you can create and maintain condition contracts with Condition Partner 2.3 in SAP S/4HANA Settlement Management. How to settle condition contracts with Condition Partner 2.3
After you have created and maintained condition contracts with Condition Partner 2.3 in SAP S/4HANA Settlement Management, you can settle them with it. Settlement is the process of creating settlement documents that transfer the rebate or discount amount from the condition contract to the settlement recipient. Here are the steps for settling condition contracts with Condition Partner 2.3:
Run settlement run: You can run settlement run in transaction WB2R_SETT_RUN. You need to enter the settlement run type, the settlement period, the condition contract type, and other relevant data. You can also enter the settlement rule group that you have defined in the configuration.
Check settlement documents: You can check settlement documents in transaction WB2R_SETT_DISPLAY. You can view the details of the settlement documents that were created by the settlement run, such as the settlement document number, the settlement document type, the settlement amount, the settlement recipient, etc. You can also view the settlement document log that shows how the system created the settlement documents for your condition contract.
Post settlement documents: You can post settlement documents in transaction WB2R_SETT_POST. You need to select the settlement documents that you want to post and execute the posting. Posting is the process of transferring the settlement amount from the condition contract to the accounting document of the settlement recipient.
Reverse settlement documents: You can reverse settlement documents in transaction WB2R_SETT_REVERSE. You need to select the settlement documents that you want to reverse and execute the reversal. Reversal is the process of cancelling the posting of the settlement amount and restoring the original status of the condition contract.
By following these steps, you can settle condition contracts with Condition Partner 2.3 in SAP S/4HANA Settlement Management. How to monitor and report condition contracts with Condition Partner 2.3
After you have settled condition contracts with Condition Partner 2.3 in SAP S/4HANA Settlement Management, you can monitor and report them with it. Monitoring and reporting are the processes of analyzing the performance and status of your condition contracts, such as the business volume, the settlement amount, the accrual amount, etc. Here are the steps for monitoring and reporting condition contracts with Condition Partner 2.3:
Use condition contract monitor: You can use condition contract monitor in transaction WB2R_MONITOR. You can view the overview and the details of your condition contracts, such as the condition contract number, the condition contract type, the validity period, the payer, the payee, etc. You can also view the key figures and the documents related to your condition contracts, such as the business volume, the settlement amount, the accrual amount, the billing documents, the settlement documents, etc.
Use condition contract analytics apps: You can use condition contract analytics apps in SAP Fiori Launchpad. You can access various apps that provide graphical and tabular representations of your condition contracts data, such as the Condition Contract Overview app, the Condition Contract Business Volume app, the Condition Contract Settlement app, etc. You can also filter, sort, drill down, and export your condition contracts data using these apps.
By following these steps, you can monitor and report condition contracts with Condition Partner 2.3 in SAP S/4HANA Settlement Management.
Conclusion
Condition Partner 2.3 is a feature that enhances the functionality of condition contracts in SAP S/4HANA Settlement Management. It allows you to define different types of partners for your condition contracts, specify inclusion or exclusion criteria for them, determine the business volume based on different selection criteria and aggregation dimensions, settle them with different rules and calendars, and monitor and report them with various tools and apps.
Condition Partner 2.3 is important because it helps you to manage your condition contracts more efficiently and effectively. You can create and maintain condition contracts with more flexibility and accuracy, settle them with more speed and transparency, and monitor and report them with more insight and clarity.
If you want to learn more about Condition Partner 2.3 and how to use it in SAP S/4HANA Settlement Management, you can check out the official documentation or contact us for a demo or a consultation.
FAQs
Q: What are the benefits of using Condition Partner 2.3?
A: The benefits of using Condition Partner 2.3 are:
You can control which partners are eligible for your condition contracts and which are not.
You can calculate the accurate amount of rebates or discounts for your condition contracts.
You can create settlement documents that transfer the rebate or discount amount to the settlement recipient.
You can analyze the performance and status of your condition contracts.
Q: What are the prerequisites for using Condition Partner 2.3?
A: The prerequisites for using Condition Partner 2.3 are:
You need to have basic understanding of rebate management process in SAP S/4HANA Settlement Management.
You need to have basic understanding of SD pricing condition technique that includes condition table, access sequence, condition type, pricing procedure etc.
You need to have the necessary authorizations to access the configuration transactions in SAP S/4HANA.
Q: How do I configure Condition Partner 2.3?
A: You need to define condition contract type, condition type group, condition types, partner determination procedure, eligible partner type, inclusion/exclusion criteria, business volume selection criteria, business volume aggregation, settlement calendar, and settlement rules in customizing transactions in SAP S/4HANA.
Q: How do I create and maintain condition contracts with Condition Partner 2.3?
A: You need to create a condition contract in transaction WB2R_CONTRACT, maintain condition records in transaction WB2R_COND, maintain partner data in transaction WB2R_PARTNER, maintain business volume data in transaction WB2R_BV_MAINTAIN, and maintain settlement data in transaction WB2R_SETT_MAINTAIN.
Q: How do I settle condition contracts with Condition Partner 2.3?
A: You need to run settlement run in transaction WB2R_SETT_RUN, check settlement documents in transaction WB2R_SETT_DISPLAY, post settlement documents in transaction WB2R_SETT_POST, and reverse settlement documents in transaction WB2R_SETT_REVERSE.
I hope this article has helped you to understand Condition Partner 2.3 and how to use it in SAP S/4HANA Settlement Management. If you have any questions or feedback, please feel free to leave a comment below or contact us. Thank you for reading and happy settling! dcd2dc6462