Navigating & editing existing customer pricing contract

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.

• Details: This tab allows you to update the core information, define calculation methods, etc. See how to update CPC details for further guidance.
• Approval: Review and approve the CPC; this tab contains creation and approval details for audibility. learn more about approving CPCs here.
• Products: Manage the specific products the CPC applies to. Please note that these will be a subset of those specified on the template used to create the CPC. You can learn more here on how to update CPC products.
• Distributors enrolled: You can review which distributor support contracts are currently enrolled with your CPC (forming a full special pricing agreement); learn more about enrollment here.
• History: Review and manage contract versions. You can learn more about contract versioning here.
• Notes & documents: These are notes or key terms you must include on your CPC. You can also upload relevant documents which will be referenced. Learn more about adding notes and documents to a CPC here.
• PDF: View and download the PDF of your CPC.

Under the 3 dot menu in the top right of a CPC, you can perform three actions:

• Download a PDF; this is the same as the PDF available under the PDF tab.
• Go to template (when the CPC is approved approval status); this action will take you to the template used to create the CPC.
• Delete enrolment (when the CPC is in draft approval status); this action will permanently delete the CPC. Please be aware that once deleted; the CPC will need to be set up manually again.

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.

You can learn more about versioning (and how to create new periods and versions) here and about navigating periods and versions here.

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.

• ID: a system-generated field. CPC IDs always begin with a C.
• Reference: A user-defined text field, you should make this descriptive to identify it amongst other CPCs easily.
• Template: chosen at the time of CPC creation, this represents the template that the CPC inherits from - see templates for more details.
• Start date: defines the day pricing begins.
• End date: defines the day pricing ends.
• Visibility: set to either shared or internal - where shared can be viewed by the partner organization (your collaborators), while internal can not.
• Approval status: can be set to approved or draft. Only an approved CPC can be used to create a SPA.
• Delivery types: can be distributor delivery and direct for the distinction between products sold from the distributor’s inventory and products sold directly from the manufacturer. You can exclude selections from the parent template if both distributor delivery and direct were included. However, you can’t include a selection not on the parent 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:

• Percentage discount off of a price list
• Specified contract price

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:

1. (Optional) Set a distributor delivery default value. Initially, this will default to the values set on the template used to create the CPC.
2. (Optional) Set the direct default value. Initially, this will default to the values set on the template used to create the CPC.

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:

• Percentage discount off of a price list, %; for percentage discount off of a price list, see calculation details here.
• Specified contract price, currency; for the specified contract price, see details here.

For each of the delivery type columns, you will be able to type directly onto the row the values for distributor and direct delivery.

1. Identify the row to edit. Editing values can be done for an entire product category, entire product group, or at the individual product level. Individual edits will be in the direct and indirect sections, depending on how the product has been included.
2. Click the value on the row you want to adjust and type the new value in
3. Click anywhere outside of the cell you edited will automatically save your adjustment
4. Review your edits. It is recommended you check the effect edits to product groups and categories have had across the indirectly selected products.

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):

• ID: This is the SPA ID and will be denoted by the letter S.
• SPA Reference: This is the reference set within the details tab of the SPA. Learn more about how to edit SPA details here.
• Organization: This is the distributor organization the SPA applies to.
• Start date: The date the SPA will begin. This may not be the same as the constituent contracts.
• End date: The date the SPA will end. This may not be the same as the constituent contracts.
• Approval status: Either draft or approved, the approved status ensures the CPC has all mandatory fields and selections set and communicates the contract is ready for support/is active.

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:

1. Select the distributor you wish to enroll.
2. Click on either:
   a. Enroll an existing contract; move to step 3.
   b. Set up a new contract; move to step 5.
3. Select the distributor support contract you wish to enroll in and click next.
4. Confirm the enrollment by clicking enroll.
5. You will now have a special pricing agreement (SPA); learn how to update and manage your new SPA here.

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:

1. Click on the period or version you wish to view, this will change to green to indicate it is selected.
2. Click on the icon within the details area. This can be found under the details heading next to the Name field.

tip: before clicking on the icon in step 2, take note of the period and version number in the name for step 4.

3. Wait while you are navigated to the details page.
4. Check that the ID field has the correct period number and version number you expected.

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:

1. Click the create new heading under the periods heading.
2. Click the new version tile.
3. Click confirm on the popup.
4. Wait for the new version to be created.

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.

5. Make any updates to the CPC; learn about editing a CPC here.
6. Approve the new period CPC; learn about CPC approval here.

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.

1. Click the create new heading under the periods heading.
2. Add an end date to the renewal. If the end date is left blank, then you can set this at a later date.
3. Click confirm on the popup.
4. Wait for the new period to be created.

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.

5. Make any updates to the CPC; learn about editing a CPC here.
6. Approve the new period CPC; learn about CPC approval here.

Your new period CPC will now be ready to use; learn to navigate contract history here. If you encounter issues with any of the steps above, please reach out to our support team here.

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:

1. Click the create new heading under the periods heading.
2. Click on the box for split date and select the date you wish to split on.
3. Click confirm on the popup.
4. Wait for the system to:
   a. Create the new version for the period you are splitting on.
   b. Create the new period, which will occur from the split date (inclusive).

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:

5. Navigate to the period and version you wish to update; you can learn about navigating history here.
6. Make updates to the CPC; learn about editing a CPC here.
7. Approve the CPC; learn about CPC approval here.

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 notes as well as supporting documents and files.

To create a new note, type in your text and press the save button in the left-hand corner. When a note has been created you can see who it was created by and when it was created. After a note has been created, it is not editable.

Documents and files can be uploaded in the documents section.

No edits to the notes and documents section can be made after a contract has been approved.

The Notes you add appear on the PDF under a Notes heading in chronological order with a name stamp next to them.