In Collaborator, each special pricing agreement (SPA) is laid out in a consistent format, including tabs and sections, for you to easily locate the relevant information on the agreement.
Need help finding your SPA first? Click here to learn how to use the SPAs listing in Collaborator.
SPA parties
The parties involved in the agreement are displayed at the top of the page when viewing an individual SPA.
Parties are displayed as manufacturer, distributor, and end-customer, whether the end-customer is individually specified, multiple end-customers, or any end-customer.
SPA contract status
The contract status is displayed in the top right of the page, and indicates the state of approval of the SPA. The contract status will be one of the following:
- Draft: Your trading partner (Distributor/Manufacturer) has not yet finished creating the SPA.
- Ready for approval: The SPA has all required fields filled out, and is pending an approved state. Transactions will not be matched to this SPA, and support will not be calculated or accrued until the SPA has been approved. Your trading partner (Distributor/Manufacturer) will need to mark the SPA as approved to change this status.
- Approved: The SPA is active, and is accruing support based on transactions that have been imported and matched to the SPA.
- Ready to request: SPA request has been begun by you or a colleague, but not yet submitted for your trading partner’s approval.
- Requested: SPA has been requested by you or a colleague, and submitted for your trading partner’s review.
- Declined: SPA has been requested by you or a colleague, and was declined by your trading partner.
- For signing: Workflow has been started for the SPA and is pending approval by a user in your trading partner’s organization.
SPA Terms tab
The Terms tab specifies key details of the SPA, split into the following sections:
- Parties: The organizations with which the agreement is held, i.e. Manufacturer, Distributor, and End-customer(s).
- Details: The basic elements of the agreement, including reference, agreement name, delivery types and the dates the agreement is valid for.
- Distributor terms: The calculation method (support mechanism), pricing, and other details specific to the distributor on the contract.
- End-customer terms: The calculation method (pricing mechanism), pricing, and other details specific to the end-customer on the contract.
- Branches: The distributor branches which will qualify to receive support.
- Products: The individual products, categories or groups which will qualify to earn support.
- Rebate interactions: Interactions where rebate will be deducted from support calculated on the SPA.
- PDF Notes: Custom text added by your trading partner, e.g. terms and conditions, payment conditions or any other information relevant to the SPA.
SPA Documents tab
The Documents tab allows you to review supporting files your trading partner has added to the SPA.
Click on a document to download the file to view it.
SPA PDF tab
The PDF tab summarizes the agreement's details outlined from the Terms tab.
Click Download PDF to save the file for access outside of Enable.
SPA Comments
Click the speech bubble button on the right of the SPA to display comments. These comments will relate to the specific SPA you are viewing, and can be a conversation between you and your trading partner.
To add a comment for your trading partner to review, type your message in the box and click the Send button.
Tip: A red dot will be displayed on speech bubble button if you have unread comments. Keep an eye out for this when looking at SPAs.