The final step to creating a special pricing agreement (SPA) is approving the agreement. An approved agreement indicates that the SPA is active, and is accruing support based on transactions that have been imported and matched to the SPA. Approved agreements with shared visibility will also be visible to your Collaborators, providing a single source of truth for your SPA.
This article will guide you through:
Looking for something else?
- Need help locating your SPA before approving the agreement? Click here to learn how to find special pricing agreements.
- Want to make a change to an approved SPA? Click here to learn how to update an existing special pricing agreement.
- Looking to find out more about sharing SPAs with your trading partners? Click here to learn about Collaborator for special pricing agreements.
- Alternatively, see our Help Center for more on SPAs.
Before approving the SPA, check that the contract status displayed at the top of the SPA is Ready for approval.
During the creation of the SPA, the contract status will be Draft. Once all mandatory fields have been completed and saved, the status will automatically change to Ready for approval.
If your SPA still displays a contract status of Draft, navigate back to the Terms tab to review and complete any mandatory fields indicated by an asterisk *.
Need help completing any remaining fields? The following guides will walk you back through how to select and enter the Terms of your SPA, which are split into the below sections:
Once all mandatory fields have been completed and saved, and your SPA is displaying a contract status of Ready for approval, you can approve the SPA:
Step 1: Navigate back to the Terms tab.
Step 2: Click the Approve button at the bottom of the page to approve the contract.
The contract status of your SPA will automatically change to Approved and the SPA PDF will be visible to your Collaborators if Visibility of the SPA is set to Shared. Support will now be accrued for your SPA, based on transactions that have been imported and matched to the SPA.
What’s next?
Ready to invite your trading partners to view your special pricing agreement? Learn how to invite collaborators to view SPAs here.
Looking to see how much support your newly approved SPA is earning? Learn how to run the special pricing support report here.