Bulk Replication allows you to replicate multiple trading programs at once directly from the Trading Programs list.
This feature makes it faster and easier to duplicate and modify several programs simultaneously, including programs for different trading partners.
This article will guide you through:
How it works
1. Select multiple programs
From the Trading Programs list, you can now select multiple programs using the checkboxes beside each record. Once selected, the Bulk Actions bar will appear at the top of the page.
Choose Replicate from the bulk actions menu to start the replication process.
2. Configure replication settings
In the Replication wizard, you can confirm and adjust key fields for the selected programs before creating the new copies. You can also replicate programs to different trading partners, making it easy to reuse program structures across multiple relationships.
Fields available for update during replication include:
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Start & end dates:
Next period (if valid)
Custom date picker
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Program reference:
Find & replace (if there is a common phrase across programs)
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Custom reference builder
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Supported variables include:
Trading partner - [TP]
Start year - [SDY]
End year - [EDY]
Start month - [SDM]
End month - [EDM]
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Activation status
Proposal
Interim
Active
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Workflow status
Draft (automatic workflow can only be set to Draft)
Any status (manual workflow)
3. Review and confirm
A confirmation screen will display the summary of replications to be created.
Here, you can review the list of trading partners, affected programs, and updated field values before selecting Replicate. You will see one more confirmation screen and select Confirm Replication to complete the process.
When to use Bulk Replication
Use Bulk Replication when:
You need to quickly create multiple new programs that share similar structures or terms.
You want to copy existing programs across different trading partners.
You’re updating large sets of programs for a new trading period or fiscal year.
This feature is especially useful for rebate managers and program administrators who manage a high volume of similar agreements across partners or regions.
Example
Scenario:
A rebate manager needs to replicate 20 active trading programs from last year for five new partners.
Using Bulk Replication:
Select all 20 programs from the Trading Programs list.
Click Replicate in the bulk actions bar.
Choose the new trading partners and adjust the date range for the new period.
Confirm and replicate all programs in a single action — reducing what used to take hours to just a few minutes.