DealTrack includes a replicate scheme function that can either be triggered manually by a user or automatically by the system.
To manually replicate a scheme, you will need to navigate to the scheme management page, which can be accessed via the Browse menu at the top of the page, clicking on Suppliers in the drop-down menu, selecting a supplier from the list and then selecting a scheme from the panel that appears from the right of the screen.
When you click the Replicate button on the scheme management page (as shown below), you will be prompted to choose whether you wish to replicate to the current period or to the next period.
When replicating to current period the scheme will be replicated as a proposal by default. When replicating to next period you will have the option to choose whether to replicate as either a proposal or an active/interim scheme.
The next period option is only available for schemes which span a whole number of months. This does not necessarily require that the scheme start and end dates coincide with month start and end dates. The simplest version of next period replication is for a whole month.
For example, if a scheme were to run from November 1st to November 30th, the next period would be December 1st to December 31st. This is also possible for multiple months, e.g. for October 1st to November 30th, the next period would be December 1st to January 31st.
The scheme can also start somewhere within a month, but only if it ends the day before it started. For example, for November 10th to December 9th, the next period would be December 10th to January 9th.
Please note — next period replication is not an option when the scheme does not cover a whole number of months, e.g. for November 10th to December 8th, there is no next period option.
When a scheme is replicated, the replicated scheme will be identical to the original scheme from which it was replicated, except that:
If you select Next period, all dates in the replicated scheme will be offset by the length of the original scheme;
The text ‘(replica)’ and a number for the replica is added as a suffix to the reference for the replica scheme;
Where a deal has manual overrides in place, it is replicated with the overrides disabled;
Deduction relationships between the deals within a scheme are only replicated when the scheme has no deals with duplicate deal references. If any duplicate deal references for the replicated scheme, the deduction relationships are lost during replication.
It is also possible for DealTrack to update year notation during replication. For example, an annual deal called 'Deal 2020' would be replicated to 'Deal 2021' when the scheme is replicated for the next period.
Alternatively, it is possible for DealTrack to automatically replicate a scheme to the next period based on the start and end dates of the current scheme, as long as the following conditions are met:
The supplier that the scheme belongs to has the Enable automatic scheme replication option switched on;
The scheme type that the scheme is associated with has the Enable automatic scheme replication option switched on;
Enable’s system administrators may configure settings to control whether interim and/or proposal schemes can be replicated and whether a scheme needs to be fully signed in order for replication to take place;
The scheme end date must not have passed;
The scheme must cover a whole number of months;
The scheme must not have already been replicated.
The next period is determined based on the number of months in the scheme. For example, if a scheme runs for 12 months then the start date of the replica scheme will be 12 months after the start date of the scheme, and the end date of the replica scheme will be 12 months after the end date of the scheme.
Enable can configure when the scheme will automatically replicate. It is possible to set your schemes to automatically replicate a number of months before the end date. For example, if your schemes end on 31st December, we can set them to replicate to the next period on 31st November.