Navigating an existing SPA – Help Center

Enable allows you to standardize the format of your special pricing agreements (SPAs) in a single repository, with visibility of calculations available across teams.

Each SPA in Enable is laid out in a consistent format, including tabs and sections, for you to easily locate the relevant information on the agreement.

Looking for something else?

Need help locating your SPA before navigating the agreement? Click here to learn how to find your special pricing agreements.
Want to make a change to an existing SPA? Click here to learn how to update an existing special pricing agreement.
Alternatively, see our Help Center for more on SPAs.

SPA parties

The parties involved in the agreement are displayed at the top of the page.

Parties are displayed as manufacturer, distributor, and end-customer, whether the end-customer is individually specified, multiple end-customers, or any end-customer.

SPA periods

The version and period of the SPA is displayed in the top right of the page when the contract status is Approved.

A version indicates a retrospective change. More than 1 version may exist if a change in terms occurred, and the new terms applied to all transactions (past and future).
A period indicates a non-retrospective change. More than 1 period may exist if a change in terms occurred, and the new terms applied to transactions from the date of the period onwards.

When a contract has multiple versions and periods, you will be able to navigate through each one to the latest version by clicking on the arrows.

Calculations will always run on the latest approved version of a SPA.

You can learn more about how to create a new version or period here .

SPA contract status

The contract status is displayed in the top right of the page.

The contract status displays the state of approval of the SPA, using one of the following statuses:

Draft: The SPA is in progress, and not all mandatory fields are completed. Transactions will not be matched to this SPA, and support will not be calculated or accrued until the SPA has been approved. Once all mandatory fields have been completed and saved, the status will automatically change to Ready for approval.
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. Find out how to approve a SPA here.
Approved: The SPA is active, and is accruing support based on transactions that have been imported and matched to the SPA.

SPA actions

Click on the 3 dots menu in the top right of a SPA to display the following options:

Download CSV: Click to download a CSV containing details of this SPA. Only available for a SPA’s latest version, and when the contract status displayed is Approved. Learn more about the SPA details report here.
Replicate: Click to replicate this SPA to use as a template for creating a new SPA. Available for any contract status.
Delete: Click to delete this SPA including any attached documents and notes. Only available when the contract status displayed is Draft or Ready for approval.

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 support mechanism (i.e. calculation formula and how much support a manufacturer will pay out of a distributor will receive), pricing, and other details specific to the distributor on the agreement.
End-customer terms: The end-customer pricing mechanism (i.e. calculation formula), and other details specific to the end-customer on the agreement.
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: Program lines where rebate earned on the program line will be deducted from support calculated on the SPA.

SPA Notes tab

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Within the Notes tab, you can review custom text notes that have been added to the SPA.

Notes can include terms and conditions, payment conditions or any other information captured for your trading partners to be aligned on. Notes will appear on the SPA PDF and be visible to your Collaborators if Visibility of the SPA is set to Shared.

Each note will display:

Profile picture of the user that created the note.
Name of user that created the note.
Date and time the note was created.
Note header - if left blank, the default header on the PDF and to Collaborators will be “Notes”.
Note text.

Once a note has been saved, it cannot be edited but can be deleted by clicking the X in the upper right corner of the note if the contract status is Draft or Ready for approval.

Looking to delete a note from a SPA which has already been approved? A new version or period of the SPA can be created where any notes can then be deleted - learn more about editing a special pricing agreement here.

SPA Documents tab

Within the Documents tab, you can review supporting documents and files that have been added to the SPA, containing additional information that trading partners should be aware of. Documents will be visible to your Collaborators if Visibility of the SPA is set to Shared.

Each document displays the:

Name of the document.
Document format.
Document size.

You can also click on a document to download the file to view.

Once a document has been saved, it cannot be edited but can be deleted by clicking the X in the upper right corner of the note if the contract status is Draft or Ready for approval.

Looking to delete a document from a SPA which has already been approved? A new version or period of the SPA can be created where any documents can then be deleted - learn more about editing a special pricing agreement here.

SPA PDF tab

All approved SPAs have a PDF document available to download via the PDF tab.

Use the toggle to view the two versions of PDFs: Full version and End customer version.

Full version: All aspects of the SPA will be displayed on the PDF file.
End-customer version: All information relevant to the end-customer will be displayed on the PDF file. All distributor-related information and support will not be shown. This PDF will be the same version your Collaborators will see, if Visibility of the SPA is set to Shared.

Learn more about navigating the SPA PDFs here.

What’s next?

Want to make a change to your SPA? Learn how to edit a special pricing agreement here.

Ready for your SPA to become active? Learn how to approve a SPA here.

Looking to see how much support your approved SPA is calculating? Learn about the special pricing support report here.