Customer pricing contracts (CPCs) are configurable entities that define a manufacturer's pricing to an end customer. A CPC can be created for a specific end customer or any end customer where any end customer can be a customer that exists within your customer master data or does not. One CPC represents a relationship between one manufacturer and one end customer.
This article will:
The details of a CPC are contained in a number of tabs outlined below. In addition to these tabs, you may find other navigation options available. This includes actions and period navigation outlined below.
Under the 3 dot menu in the top right of a CPC, you can perform three actions:
When a contract has multiple periods, you will be able to step through each one to the latest version. This navigation will appear at the bottom right of the page.
The PDF tab will allow you to review a summary of the CPC information you configure. This document can be shared with your collaborators (i.e., the distributor or manufacturer you are forming the CPC within Enable, learn more when editing CPC details here. Alternatively, you can manually download and share the CPC PDF with the Download PDF button.
Please see the sections below if you wish to change any of the information in the PDF.
The details tab within the customer pricing contract (CPC) has two sections, a customer pricing contract section which contains basic information and settings (learn more below), and a mechanism section which will change depending on which mechanism is specified in the template.
The setting of the mechanism section is highly dependent on the configuration of the template used. You can review the mechanisms and how they calculate the customer pricing here. This section will describe the process for configuring the mechanism section depending on the mechanism.
Please note that the delivery type and the pricing mechanism will not be editable and are inherited from the template you chose during contract creation; see here for template editing details. If you wish to change these settings, you will need to choose or create a new template.
This section covers the setup for the customer mechanisms:
This setup assumes you have both distributor delivery and direct delivery types selected in the details potion. If this is not the case, the corresponding default values will not be configurable:
Before you can use your customer pricing contracts (CPCs), you will need to approve them. Please note that once approved, they cannot be returned to draft, and you will need to use the history tab to create and manage new versions; learn more about CPC history here.
When your CPC is being created, the approval status will be set to draft. At this point, you can see who the contract was created by and when.
When you are happy with your contract, you can manually approve the contract using the button in the bottom left-hand corner. When a contract has been approved, you will able to see who it was approved by and when it was approved.
The products available for selection in the CPC will be those included within the parent template. If your CPC requires products that are not included in the parent template, then a new or different template will have to be used.
Products can be selected using either product groups or product categories but not both; this is the same as when selecting products on a template. For more guidance on selecting products, please see this template product selection article.
Once you have made your CPC product selection, you will see additional columns depending on whether the CPC supports distributor delivery (Column name: distributor deliver), direct delivery (column name: direct) or both delivery types. There will also be an addition to the heading based on the mechanism:
For each of the delivery type columns, you will be able to type directly onto the row the values for distributor and direct delivery.
Any adjusted values will be darker than any defaults inherited from the details tab. Furthermore, all edits always overwrite the default defined on the details tab. Edits to indirectly selected products always overwrite an edit made to the product group or category.
Under the distributors enrolled tab you will be able to see a list of all SPAs that have been created against your CPC. If this page is empty you can learn how to enroll a distributor at the end of this section.
The listing within the distributors enrolled tab contains all the special pricing agreements (SPAs):
You can click into existing enrolled SPAs as well as enroll a distributor to create a new SPA by clicking the blue enroll a distributor button on the right-hand side (please see link to SPA creation).
To enroll a distributor, you can use the enroll a distributor button. You will then need to:
This section will demonstrate how you update and manage a CPC. During the lifetime of the contract, you may encounter errors in setup, contract renewals, and renegotiations. Enable allows you to manage all these scenarios and more with versioning by creating new versions, renewing contracts, and splitting contracts. You can learn about these different versioning actions here. This article will walk you through each versioning action.
Whether you want to review a different period or a different version, the process is the same.
From the history tab, you can review all periods and versions within the period section of the page (on the left-hand side). Clicking on a different period or version will change the details shown on the right-hand side of the page but will not switch the CPC in other tabs to this version or period (i.e., to review details, products, branches, etc.). To switch all CPC data to a different version or period, allowing you to review the details, approval, products, branches, etc., you will need to:
tip: before clicking on the icon in step 2, take note of the period and version number in the name for step 4.
New versions are used to fix erroneous setups, adjust terms, etc. A new version will apply changes retrospectively which will update calculations already made. Learn more about contract versioning concepts here. To create a new version from the history tab:
Once the new version is created, you will be navigated to the details tab of the new version. You can review the version on the ID field. This new period will be in a draft approval status and can be edited.
Your new period CPC will now be ready to use. If you encounter issues with any of the steps above, please reach out to our support team here.
Renewals are the best way to extend the active time of your contract. Learn more about contract versioning concepts here. When you renew, you can make adjustments without affecting the previous period's claims.
Once the new period is created, you will be navigated to the details tab of the new period. You can review the version on the ID field. This new period will be in a draft approval status and can be edited.
Splits allow you to create non-retrospective changes part-way through a contract's active period. You may wish to use a split in reaction to a renegotiation, sudden pricing change, etc. Learn more about contract versioning concepts here. To create a split from the history tab:
You will be automatically navigated to the details page of the version created in 4a. At this point, it is recommended you return to the History page and review your latest two periods. Both of these will need to be updated and approved. From the history page:
If you encounter issues with any of the steps above, please reach out to our support team here.
Under the notes and documents tab, you can add text, supporting documents and files. This highly flexible feature allows you to add terms and conditions, payment conditions or any other information you want to capture within the contract PDF.
To create a new note:
Documents and files can be uploaded in the documents section.
Existing notes and documents can not be edited after a contract has been approved.
The Notes you add appear on the PDF under a Notes heading in chronological order you can see each header and text input separated by a dividing line.
Within the Notes and documents tab you can review who added each note to the contract and when.