Your channel will be supplied as a fully hosted Software-as-a-Service (SaaS) solution, accessed via a web browser over HTTPS.
Users will log into your channel by entering their email address and password. Certain authorized users will be given admin user accounts.
Rebate is calculated dynamically, so changes to program lines or primary data can be applied retroactively.
Programs and program lines are set up in your channel, thereby forming a central repository of rebate agreements.
A program consists of one or more program lines which are the rebate earning elements. A program line is assigned a mechanism, which is the plug-in used to determine the inputs required for the calculation of rebate and the selection of the correct calculation algorithm.
Enable will configure the required primary data structure based on the parameters of your rebate agreements.
Currencies will be configured as part of Onboarding.
Your channel keeps an ‘activity log’ of key user actions. Certain authorized users will be given admin user accounts, which can access the activity log and control user access permissions.
Internal approval workflows and online trading partner sign-off, with draft watermarks and a signatories block formalizing the signing status of the agreement document.
Your trading partner contacts will be invited to the Collaborator portal so that they can view and sign off agreements which you send to them through the automatic workflow.
Enable offers API access to trading agreements and their detailed program line definitions.
Trading Programs' core functionality is the dynamic calculation of rebate earnings.
Transactions can contribute to rebate earnings for more than one program line. In this case, some agreements stipulate that the earnings of one program line are deducted from the transactions of a second program line before calculating the rebate of this second program line.
Trading Programs will be supplied with its standard set of core reports, as follows:
Manual and SFTP-automated upload of transactional data.
Aged debtor or creditor tracking, including manual adjustments.
Receipts or payments entry, allocation to aged debtor or creditor lines, and retention of history.
Automatically generated and retained data snapshots per financial period, including snapshots for analysis, accruals and payments.
Watchlist for monitoring performance against targeted program lines.
Automatic and manual forecasting methods, including seasonal profiles and linking to accruals management.
Workflow for receiving monthly transactional data submissions from collaborating trading partners.
API access to rebate results, at any level of granularity supported by your master data model, and including actual, accrual and forecast results. API access to retained data snapshots per financial period coming soon.