The final step to creating a special pricing agreement (SPA) is approving the agreement.
An approved agreement indicates that the SPA is active, and is accruing support based on transactions that have been imported and matched to the SPA. Approved agreements with shared visibility will also be visible to your Collaborators, providing a single source of truth for your SPA.
This article will guide you through:
Looking for something else?
- Looking to use approval workflow for rebate agreements? Learn about approving trading programs here.
- Looking to set up new workflows or groups? Learn more about approving SPAs including configuration here.
How to view special pricing agreements
To view your SPAs:
Step 1: From the Enable homepage, click on the Special pricing agreements tile.
You will automatically be navigated to the SPAs listing page which displays all of the SPAs you have access to.
Step 2: Click on the SPA reference of the agreement you wish to view to open the SPA's Terms page.
How to sign off a special pricing agreement
If the workflow status of a SPA is For signing, you will be able to click the Approve or Reject button at the bottom of the page.
Approving the SPA will move it to the next step in the approval workflow. If the current approval is the final step, then the SPA's status will change to Approved.
Rejecting the SPA requires a reason to be documented and will change the SPA's status back to Draft. The rejection reason will be stored on the Approval workflow tab.
Channel admin users can also click Cancel to cancel the approval workflow entirely.
The Approval workflow tab displays the workflow's status. Completed steps display the time and date the step was completed, as well as the names of the approvers. Pending steps are displayed below.
What’s next?
Ready to review the earnings of a SPA? Learn how to use the support report here.
Looking to set up a new SPA before it’s approved? Learn how to create a SPA here.