Setting up program lines

A program line is the main aspect of a trading program that earns rebate. Each program line belongs to a single trading program, which in turn belongs to a single trading partner.

This article will guide you through:

1. How to create a program line
2. How to configure program line details
3. Additional program line settings

Looking for something else?

• Not yet familiar with setting up program lines? Learn how to use the program line wizard here.
• Alternatively, see our Help Center for more on trading programs.

Users with edit permissions for program lines have the ability to create program lines within Enable for the included trading partners within their access settings. If you require additional help, please reach out to our support team here.

To manually create a program line for your trading program:

Step 1: Click on the Program lines tab.

Step 2: Click on the … next to the Create program line button and click Manually create a program line.

To create your program line, you will need to complete the details for the options outlined below.

Populate the following program line settings:

• Reference: Enter a reference for the program line, which will be displayed on the trading program PDF and visible to your trading partner. You can also use program line references to filter reports. This reference does not need to be unique.
• Description: Enter an optional description for the program line, which will be displayed on the trading program PDF and visible to your trading partner.
• Start date: The date your program line begins. This will default to the start date of your trading program, but can be different for the program line. Note: Transaction data for your trading program will be matched to its program lines. Part of this matching is based on the date of the transaction, in that the given data must fall within the period for the program line.
• End date: The date your program line ends. This will default to the end date of your trading program, but can be different for the program line. Note: The start and end dates can be the same date if required, e.g. for single day agreements or promotional sales.
• Program line type: Select a type that best reflects the purpose of the program line. Program line types can be used for reporting purposes. If you wish to add, remove or make any changes to the configured program line types, please raise a ticket with our Support team including details of the changes you’d like to make.
• Notes: Enter any additional notes for the program line, which will be displayed on the trading program PDF and visible to your trading partner.
• Mechanism: Select the applicable mechanism from the configured options. Each mechanism will contain unique calculations; see our guidance on mechanisms for more information.
• Payment granularity: Select the level at which payment is expected for this program line. Learn more about payment granularity here.
• Payment frequency: Select the frequency to determine how many payment lines are generated for the program line’s term. Learn more about payment frequency here.
• Claim point: Select the point at which you want to claim rebate for the payment line, based on the payment frequency. In arrears will have payment lines claimed on the end date of the payment line, whereas In advance will have payment lines claimed on the start date of the payment line.
• Processed: If this field has been configured for your channel, only set the checkbox if payments have been manually allocated for the program line. Learn more about processed program lines here.

Once you have selected a mechanism, the Qualifying transactions section will be displayed on the right.

Before you can save your program line, you will need to choose which dimension items qualify for rebate. Learn more about assigning dimension items here.

Depending on your requirements, you can also configure the below settings for your program line:

• Additional conditions: Use this option to configure a program line to only start earning rebate when one or more additional conditions are met. Learn more about additional conditions here.
• Deductions: Use deductions to subtract earnings for another program line from this program line. Learn more about deductions here.
• Inverse earnings: Click on the More at the bottom of the right section to display the Inverse earnings setting. Set the checkbox to change any earnings against the program line to the inverse of the value calculated, e.g. if a program line calculated $5000 in earnings, the inverse earnings would be -$5000. Learn more about inverse earnings here.

Once you are happy with your program line settings, click the Save button. Your program line will now appear against your selected trading program.

What’s next?

Selected the program line’s dimension items and completed your program line settings? Learn how to add terms items to the trading program here.