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Vistex Process

Vistex is a software used in SAP environments to handle rebates, commissions, billbacks, and chargebacks from external systems. It imports billing documents as claims and posts all financial data to SAP FI-CO. Key concepts include rebate agreements with customer and material eligibility rules, claim requests used to report sales, and incentive and payback documents that determine eligibility and calculate accruals at the invoice line level to generate accrual postings, payments, and reports. The high level process involves creating agreements, claims against those agreements, calculating rebates and accruals, settlement approval workflow, and posting payments.

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2K views19 pages

Vistex Process

Vistex is a software used in SAP environments to handle rebates, commissions, billbacks, and chargebacks from external systems. It imports billing documents as claims and posts all financial data to SAP FI-CO. Key concepts include rebate agreements with customer and material eligibility rules, claim requests used to report sales, and incentive and payback documents that determine eligibility and calculate accruals at the invoice line level to generate accrual postings, payments, and reports. The high level process involves creating agreements, claims against those agreements, calculating rebates and accruals, settlement approval workflow, and posting payments.

Uploaded by

dsri1
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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SAP Vistex Process

Overview

Vistex
Vistex is used for handling of rebates,
sales commisssions, Billbacks,
chargebacks etc in SAP R3
environment.
It also has the ability to import billing
document information from external
systems in form of claims.
All financial data is posted to FI-CO
using standard SAP functions and
there are standard extractors for

Key Vistex Concepts

Rebate Agreements
Multiple agreement types:

Customer Marketing Agreements (CMA)


Other Rebate Agreements

Agreement rules:

Organizational eligibility
Customer eligibility
Material eligibility
Rates

Claim Requests

For customers to claim amount owed OR to report their sales


Used to represent external system invoices
Created via interface

Incentive and Paybacks (IP) Document

Created for each invoice eligible for a rebate

Separate document for invoice-agreement combination

Determines eligibility and calculates accrual amounts at invoice line


item level
Source of data for accrual postings, payment calculations and posting
and reporting

High Level Process - Agreement

Vistex : Sample Agreement


Tcode:/IRM/IPCRASP

Agreement Rules overview

SampleClaim(Tcode:/IRM/GCRM)

Claim- Conditions

Rebate Calculation(Sales
rebate Tcode:/IRM/IPCRM)

Rebate Calculation &


Accrual

Settlement (Tcode: ZIPSRM)

Approval Workflow

High Level Process

Questions

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