Rebates
Single Page Experience - Trading Programs
Trading program creation and editing is now consolidated into a single, unified interface, replacing the previous multi-screen Wizard and Manual flows.
This enhancement allows you to:
- Create a trading program and all of its program lines on one page, with up to 50 program lines added inline without leaving the screen
- Set mechanisms, trading partners, dimension items, rates and conditions directly on each program line
- Edit one or many program lines at once, with unsaved changes clearly flagged so nothing is missed
- View program details and program lines together in a single read-only view, then unlock everything with one click to edit
The result is faster program setup, less navigation between screens, and more efficient bulk editing when managing larger agreements. The legacy UI remains available to switch back to until February 2027.
Automatic Trading Program Archiving - Trading Programs
Trading programs that have ended more than a configurable number of days ago are now archived automatically, so historic programs no longer continue to recalculate indefinitely.
This enhancement allows you to:
- Benefit from faster calculation processing, since ended programs no longer trigger recalculations when trading partners or dimension items change
- Keep your active trading program list focused on what is still in use
- Configure the cutoff period in Platform Administration, with a default of one year after the program's end date
- Manually unarchive any program if needed, with manually unarchived programs permanently excluded from future auto-archiving
SPA Enhancements
A set of improvements to SPAs that make draft documents clearer, support audit requirements, and bring full transparency to support calculations.
This enhancement allows you to:
- Immediately identify draft SPAs with a "DRAFT" watermark on every page of the PDF, which disappears once the SPA is fully approved
- See who created each SPA and when, with new "Created By" and "Created On" columns in the SPA Listing, both filterable and sortable
- Review support calculations in full, with the calculation expression and the input values exactly as logged, available in both the UI and CSV downloads of the Support Report
- Report on SPA creation history from Snowflake using the new "SPA Listing Report" custom report
We Value Your Feedback
If you have questions about these updates or how they apply to your programs, reach out to your Customer Success Manager.