End-customer terms on a special pricing agreement (SPA) determine the mechanism, pricing, and other details specific to the end-customer on the agreement.
This article will guide you through how to add the following end-customer terms for a SPA using the percentage discount off list price mechanism:
Looking for something else?
- Need help selecting a pricing mechanism? Click here to learn how to select a pricing mechanism.
- Need help creating a new SPA before adding end-customer terms to the agreement? Click here to learn how to create a special pricing agreement.
- Want to make a change to an approved SPA? Click here to learn how to update an existing special pricing agreement.
- Alternatively, see our Help Center for more on SPAs.
Calculates support on transactions using the price list at a given moment in time. Options to select from are:
- Active price list at time of sale: Calculations will use the price list version that was active on the date of the eligible transaction line.
- Active price list at time of approval: Calculations will use the price list version that was active when the SPA was approved.
- Active price list at time of claim: Calculations will use the price list version that was active when transactions were submitted.
Calculates support on transactions using the appropriate price list.
Options to select from are based on the price lists configured in your channel.
This field will display when Distributor delivery is selected in Delivery types in the Details section.
Allows you to set the same distributor delivery value for all products which will be selected in this SPA.
The default value is optional, and can be typed in to set a value or left blank if not required.
If required, the default value can be edited and overwritten for specific individual products or product categories/groups when the Products section is completed. This will be covered in a later section of this guide.
This field will display when Direct is selected in Delivery types in the Details section.
Allows you to set the same direct delivery value for all products which will be selected in this SPA.
The default value is optional, and can be typed in to set a value or left blank if not required.
If required, the default value can be edited and overwritten for specific individual products or product categories/groups when the Products section is completed. This will be covered in a later section of this guide.
What’s next?
Once you are happy that the End-customer terms section in the Terms tab has been populated, Save draft and navigate to the Branches section.