Creating a scheme
To create a scheme, you will need to access the deals module of DealTrack by clicking on Browse at the top of the page. From there, schemes can be edited or viewed at any point, as long as you have the relevant edit or read permission for the deals module and supplier combination.
When you click on Browse at the top of the page, you will notice a drop-down menu appear containing the following labels: ‘Suppliers’ and ‘Workflow’. Clicking on Suppliers in the drop-down menu will take you to a list of your suppliers, where you can:
Access an A to Z selector to filter the list of your suppliers by name.
Search your list of suppliers by typing into a text box to initiate a ‘contains’ type of search over the name and reference columns.
Click on any of the displayed column headings to sort the list by that column (as an alternative to the default option, which is to sort in ascending order by supplier name).
Click on the current sort column heading to toggle between an ascending and a descending sort.
Select a supplier to view a list of schemes for the selected supplier to which you have read access.
Select a supplier to edit a list of schemes for the selected supplier to which you have edit access.
Before you get going, it’s worth knowing that schemes can either be ‘proposals’, ‘interim’ or ‘active’.
‘Proposals’ allow users to model the terms of new schemes during the negotiation process with suppliers.
‘Interim’ schemes are locked schemes that are used after a scheme’s end date has passed, while the follow-on proposal is awaiting confirmation.
Once the terms of a proposal have been agreed with the supplier, the proposal can be activated such that it becomes a regular, ‘active’ scheme. At the point of activation, you may wish to replace any relevant interim scheme(s).
So, in order to create a new scheme, you must first create one of these proposals. This can be done by navigating to the Proposals tab under a specific supplier and clicking on the + button (as shown below).
You will then be prompted to enter the settings and terms, which will be specific to the configuration for your scheme. You can switch between the settings and terms by clicking on the appropriately named tags (as shown in the screenshot below).
Once you are all done, click the Save button and your proposal will be created.
Once the terms of your proposal have been finalised, you will be able to activate it to convert this into an active scheme. Under the Proposals tab, select the proposal you want to activate and simply click the Activate button (as shown below).
The proposal will now have been converted into a scheme and will be listed under the Schemes tab rather than the Proposals tab.
Configure a scheme
When creating a scheme, you will be presented with the scheme settings page (as shown in the screenshot below), which will enable you to configure a scheme in DealTrack. Each setting is explained for you below.
Once completed, simply click the Save button at the bottom of the page.
This is a free text entry field where you can give the scheme a reference. The scheme reference will then be shown in scheme listings and can be used as a filter in reports. This reference does not need to be unique.
This is a free text entry field where you can give the scheme a description.
Start date / End date
A start date and end date must be given to a scheme. DealTrack has a setting, which will either allow or disallow the deal’s start and end dates to fall outside of the date range of the parent scheme. This is configurable by Enable’s system administrators.
Please note — transaction data that is created in DealTrack will be matched to deals. Part of this matching is based on the date of the transaction, in that this must fall within the period for the deal.
Scheme type version
Each scheme within DealTrack can be assigned a single scheme type version. Selecting a scheme type version will dictate what ‘Terms’ information can be saved against the scheme. A list of scheme type versions will be pre-configured by Enable’s system administrators. If you wish to add, remove or make any changes to the configured scheme types please contact our Client Services team by raising a ticket in the Support Hub requesting these changes to be made.
This is simply a pre-configured option of one or more currencies.
A tick box setting, which, if selected, means the scheme cannot be deleted. If the Cash module is switched on, then the payment frequency cannot be changed for a deal that belongs to a ‘settled’ scheme.