Enable allows you to standardize the format of your special pricing agreements(SPAs) in a single repository, with visibility of calculations available across teams.
This article will guide you through:
- How to edit a new SPA
- How to edit an existing SPA
- How to create a new version
- How to create a new period
Looking for something else?
- Need help locating your SPA before editing the agreement? Click here to learn how to find special pricing agreements.
- Alternatively, see our Help Center for more on SPAs.
When the contract status displayed is Draft or Ready for approval, the SPA can be edited by navigating to the relevant section, editing the section, and clicking Save draft.
See the below guides for how to edit the different sections of a new SPA:
- Parties
- Details
- Support mechanism & distributor terms
- End-customer terms
- Branches
- Products
- Rebate interactions
- Notes
- Documents
When the contract status displayed is Approved, to edit the SPA you can create a new version or period.
A new version is a retrospective change. New versions are used to change terms and have those terms apply to all transactions (past and future), for example to fix erroneous setups, adjust terms, etc.
When a new version of the SPA is created, notes and documents will also copy over alongside the sections outlined in the Terms tab. To create a new version:
Step 1: In the SPA, click the Edit button in the lower left hand corner.
Step 2: Click on the New version tile and the Confirm button.
Tip: If your Edit button is disabled, check that you are viewing the latest version and period of the approved SPA.
Once the new version is created, you will be automatically navigated to the Details tab of the new version. This new version will be in a Draft or Ready for approval status and sections within the SPA can be edited.
A new period is a non-retrospective change. New periods are used to change terms and have those terms apply to transactions from this date forward, for example if a distributor renegotiated a higher mechanism value on a product.
When a new period of the SPA is created, notes and documents will also copy over alongside the sections outlined in the Terms tab. To create a new period:
Step 1: In the SPA, click the Edit button.
Step 2: Click on the New period tile.
Step 3: Select the date you would like to make changes from. When selected, click the Confirm button.
Tip: If your Edit button is disabled, check that you are viewing the latest version and period of the approved SPA.
Once the new period is created, you will be automatically navigated to the Details tab of the new period. This new period will be in a Draft or Ready for approval status and sections within the SPA can be edited.
What’s next?
Ready for your agreement to become active? Learn how to approve a SPA here.
Looking to see how much support your agreement is calculating? Learn about the special pricing support report here.