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Enable can 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 will be automatically replicated.
All the program lines within the automatically replicated trading program will be replicated as part of this process. Other details, such as accrual bands and terms items, will also be replicated and therefore, you would need to manually change these if required.
The 'next period' is determined based on the number of months in the trading program. For example, if a trading program runs for 12 months, then the start date of the replica trading program will be 12 months after the start date of the trading program and the end date of the replica trading program will be 12 months after the end date of the original trading program.
If you would like to find out more or get started with automatic replication, please raise a Helpdesk ticket with us.
The Enable team can set up any of the following automatic replication configuration options:
You may choose between automatically replicating any of your trading programs, or fully signed trading programs only. You may also choose if you would like a trading program to automatically replicate a certain number of months before the end date. For example, if your trading program ends on 31st December, we can set it to replicate to the next period on the 31st of November.
For a trading program to automatically replicate, the following conditions must be met:
When a trading program is replicated, the trading program reference will be appended with "(replica)", so that it is clear which trading program was replicated.
Yes! The replication process can automatically update the date included in the trading program reference or description. For example, if the current trading program reference is "2020 Agreement" when it is automatically replicated to the next period it would become "2021 Agreement (replica)". This also applies to program lines within replicated programs.
If you would like for this to be enabled, please raise a Helpdesk ticket with us.
Accrual bands are kept when replicating a trading program as an active program. Accrual bands are removed when replicating to a proposal program.
The length of the replicated program will be the same as the length of the original program. For example, a trading program that runs from Jan 1, 2019 to Sep 30, 2020 (1 ¾ years) will be replicated to a program that runs from Oct 1, 2020 to Jun 30, 2022.
