Trading partners are uploaded into Enable to calculate special pricing agreement (SPA) support. Manufacturers, distributors, and end-customers selected on a SPA rely on trading partner data imported into the Enable channel.
This article will guide you through:
- How to download the trading partners template for SPAs
- How to populate the trading partners template
- How to upload trading partners
- Invalid trading partners upload file
Looking for something else?
- Importing trading partner data for rebate agreements rather than special pricing agreements? Learn how to manually add trading partner data for trading programs here.
- Does your organization import trading partner data via SFTP? Learn about automatically importing trading partners for SPAs here.
- Looking to add trading partners to a special pricing agreement? Learn how to add parties to a new SPA here.
- Alternatively, see our Help Center for more on SPAs.
Trading partners for SPAs are located within the Config area of the Trading programs app.
Channel admin users have access to the Config area and trading partner uploads within Enable.
To download the trading partners template:
Step 1: Click the hub switcher icon (nine dots) in the top right to display the apps you have access to.
Step 2: Click on Trading programs.
Step 3: Click on Config in the green banner at the top of the page.
Step 4: Click on Structure in the drop-down menu.
Step 5: Click on the Partners tab. Note: This may be named differently (e.g. Customers), but will always represent your trading partners.
Step 6: On the right hand side, click Download template and set the checkbox for Populated with existing to download a template containing all existing trading partner data within your Enable channel. Alternatively, leave the checkbox blank to download an empty template.
Step 7: Click Download to save the template to your computer’s downloads folder.
Once the trading partners template has been downloaded, you will need to populate each row with the following column data for your SPA trading partners. Column headers must not be changed or renamed in the file.
- Trading Partner Name: Enter a unique name for the partner.
- Trading Partner Reference: Enter a unique reference for the partner - this should match the reference that will input on transaction lines for claims.
- Business Type: Enter one of the following options: Manufacturer, Distributor, Customer.
- Approval for customer-fed transactions: Leave blank; channel user approval transactions imported by Collaborators is not currently supported for SPAs. Collaborators can still import their own sales transactions - learn more here.
- PO receipt expiration days: Enter the number of days to determine the ‘look back’ period; this is more relevant when using FIFO methodology. Sales transactions will not match to PO receipts that are outside of the date range, e.g. 60 days means that any POs dated 60 days prior to the date on the sales transaction aren’t considered when matching to the ledger. Note: If your organization is a distributor, then this column must be configured per manufacturer.
If your organization is a distributor, the following columns may also exist in the template for you to configure per manufacturer:
- Stock methodology: Enter one of the following options: LIFO, FIFO, None. If None is selected, then all the following column options are not applicable.
- Quantity and cost management: Determines whether stock levels should be tracked and used in calculations. Enter one of the following options: Quantity and cost management, Quantity management, None. This field is mandatory if LIFO or FIFO was selected in Stock methodology.
- Branch transfer eligibility: Enter one of the following options: Cross region, Within region. This determines whether branches can be transferred only within the same region, or across all regions when importing branch transfers.
- Branch override eligibility: Enter one of the following options: Cross region, Within region, None. Note: When the ledger matches to PO receipts, the platform will first look for one matching the branch; if a matching branch does not exist, the PO will look for the next relevant PO transaction for units available to claim (depending on LIFO/FIFO).
Once you have followed the above sections and populated the trading partners template for your SPAs, you can upload the template within the same trading programs area.
Step 1: Click on Config in the green banner at the top of the page.
Step 2: Click on Structure in the drop-down menu.
Step 3: Click on the Partners tab. Note: This may be named differently (e.g. Customers), but will always represent your trading partners.
Step 4: On the right of the page, click Browse to select and open the relevant populated template file.
Step 5: Click Upload.
The file will then be queued for upload. This may take some time to complete if a large volume of trading partners have been uploaded.
Once processed, Upload results will be displayed on the right of the page either confirming that the upload has been completed with the number of imported rows, or identifying if the upload file was invalid.
If the trading partners file did not successfully upload, rejection reasons will be identified under the upload results. In this case, you should make the relevant amendments before re-uploading your trading partners.
What’s next?
Need to upload products into Enable? Learn how to manually import product data for SPAs here.