Replicating agreements from previous years
A quick way of creating a trading agreement within Trading Programs is to replicate an agreement from a previous year (or replicate the current year for the next period).
To replicate a trading program, you will first need to select the Trading programs tab and then select Trading partners - this may be called Suppliers or Customers depending on the configuration of your channel. Next, choose which trading partner you would like to replicate a trading program under. After selecting the trading program, you will need to click on the ellipses and then Replicate, as shown below.
This will then give you the option of replicating to ‘Current period’ or ‘Next period’. If ‘Next period is selected, you will then be given an option of replicating the agreement as a ‘Proposal’ or as ‘Interim’. More information on interim agreements can be found here.
You will then see the following message.
Your agreement is now replicated. If the agreement you replicated has some slight differences, then you can now go into the Settings tab to change the high-level details of the agreement.
Similarly, you can select a specific program line and click on Edit program line to change details in each program line.
Note that it is possible for Enable to automatically replicate a trading program to the next period based on the start and end dates of the current trading program. This can be configured on a per trading partner, or per trading program type basis, so you have control over which trading programs this can be applied to. More information on automatic replication can be found here.
Replicating a program line
Replicating a program line could save you some time if you have two or more lines that are similar.
To replicate a program line, first, you will need to go to the Trading programs tab and select Trading partners (e.g. Suppliers, Customers). Next, choose the trading program that contains the program line you would like to replicate. Now, select the program line to replicate, click the ellipses and then Replicate.
You will be given an option of how many times you would like the program line to be replicated. After inputting how many replications you want, select the Replicate button.
The program line will now be replicated within this trading program, with ‘(replica)’ added onto the end of the reference. You can now select this program line and click on Edit program line to edit the details.
Another way you could be saving time is by utilizing the selection rules where possible. Dimension items selection rules are rules to include/exclude dimension items for a program line based on dimension attributes.
For each program line, inclusions and exclusions can be configured for each dimension collection. Each rule contains criteria for each attribute on the dimension and includes/excludes all items from the collection which match the given criteria.
To use the selection rules for dimension items when creating a program line, first select the dimension item you wish to use the rule for, e.g. Branches. Next, select the Manually select Branches to include option.
From here you will need to navigate to the inclusions tab at the top of the screen and then select the Create inclusion rule button. Here you will be able to include all Branches or select a configured rule that will select a list of branches. If you choose to include all, then you can navigate across to the Exclusions tab and select one or more branches to exclude. The branches that are selected to be excluded will now be in both your inclusion and exclusion lists – the exclusion list takes precedence over the inclusion list. So if you choose all Branches in your inclusion rule and Branches A and B in your exclusion rule then your rule will include everything apart from Branch A and Branch B. Using the inclusion/exclusion rules can save you a lot of time.