The final step to creating a special pricing agreement (SPA) is approving the SPA.
An approved SPA indicates it is active and accruing support based on transactions that have been imported and matched to the agreement.
Approved SPAs with shared visibility will also be visible to your Collaborators, providing a single source of truth between you and your trading partners.
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.
Approving a SPA
A SPA’s contract status must be For signing before it can be approved.
To approve a SPA:
Step 1: Click on SPAs in the green banner at the top of the page.
Step 2: Click on SPAs listing in the drop-down menu.
Step 3: Click on the Show SPAs pending my approval filter and enable the toggle.
Step 4: Within the listing page, click on the SPA reference of the agreement you wish to approve.
Step 5: Review the details in each tab of the SPA, including Documents, PDF, and Approval workflow.
Tip: If your organization is a manufacturer, use the Net price analysis tab to evaluate the agreement's profitability impact before it is granted.
Step 6: Click the speech bubble button on the right of the page and review if any comments need to be actioned.
Step 7: In the Terms tab, click the Approve or Reject button at the bottom of the page.
Step 8: If you are rejecting the SPA, enter a reason before saving. The SPA’s status will then be changed back to Draft, and the rejection reason will be displayed in the Approval workflow tab.
If you have approved the SPA, it will automatically move to the next step in the approval workflow. If your approval was the final step in the workflow, then the SPA's status will change to Approved.
Note: Channel admin users can also click Cancel to cancel the approval workflow entirely.
Understanding the approval workflow tab
A SPA's Approval workflow tab displays the workflow’s status, including pending or completed steps. Completed steps display the time and date the step was completed, as well as the names of the approvers.
The SPA’s workflow may also include a manager step type. In this case, when the workflow reaches the manager approval step, the manager of each approving user from the previous step will be notified to review and approve the SPA.
If a manager step type is used but no direct manager is assigned to a user, the workflow will remain in the approval step until a manager is assigned or an admin user approves on their behalf.
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.