Special pricing support report

The special pricing support report allows you to review how much support has been calculated based on various aggregations of data. It is worth noting this report only shows transactions which have been matched to agreements.

By default, the special pricing support report will show the following columns at a frequency set to none (if you set a frequency, please see here):

• Customer: The distributor to who the transactions belong.
• Customer reference: The reference of the distributor to who the transactions belong.
• Transaction date: The date on which the transaction occurred.
• External reference: Displays the external reference included in the transaction upload if this was given.
• Agreement reference on transaction: The agreement reference is given in the agreement ID column for a given transaction. This would be empty if no agreement ID were provided.
• Has matched agreement reference?: Displays a green dot if the agreement reference supplied in the transaction matches the agreement Enable has calculated support for. Displays a red dot if the agreement reference supplied in the transaction does not match the agreement Enable has calculated support for. Displays a white dot if no agreement reference was supplied in the transaction.
• Matched agreement ID: The ID of the agreement that Enable has calculated support for.
• Matched agreement reference: The reference of the agreement Enable has calculated support for.
• Tag: The tag from the matched agreement. This will be empty if there is no tag on the matched agreement.
• Total transacted units: The total transacted units for the given transaction.
• Total transacted value: The total transacted value for the given transaction.
• Forfeited support: The amount of support forfeited for a given transaction based on rebate interactions. Please reach out to our support team for additional information here.
• Actual support: Amount of support that has been calculated by Enable.
• Distributor estimate: The value of the support included in the advised earnings column for a given transaction. You can review how advised earnings are uploaded here.
• Difference: Calculates the difference between the actual support and the distributor estimate.
• Currency: The currency of a given transaction.

Special pricing support report filters allow you to add more context to the default report; the steps below are all optional:

1. Filter by customer: This is the other party found on your DSC.
2. Filter for specific transaction dates: Put a from and to date selection to return transactions for that given date range. The from and to selections can also be used separately.
3. Break down support by special pricing agreement: This box can only be used as long as the frequency is not set to none. See how this changes the structure of the report here.
4. Filter for a specific currency (e.g., GBP).
5. Search for a specific special pricing agreement ID: This is the system-generated ID beginning with S.
6. Aggregate the search for a given frequency: You can filter on daily, weekly, monthly, quarterly, annual, none, and full period. When the frequency filter is set to anything other than none, this will affect the outputted report's structure. Learn more about the report structure here.
7. Show results for support calculated by Enable and/or estimated by distributors using claim selection: Claim calculated is the support calculated by Enable, and distributor estimate returns the values inputted in the advised earnings column in the transaction file. If claim calculated is selected, only the actual support column will be present in the report and not the distributor estimate and difference columns in the default report. If distributor estimate is selected only the distributor estimate column will be in the report. Both the actual support and difference columns will also be excluded. Selecting the claim calculated and distributor estimate will return the excluded columns.
8. Add a view by to increase the granularity of your search by having additional columns for each of the view by settings selected. To add a view by:
   a. Select one or many dimension items and/or attributes (for example, specific products, product categories, or Branches).
   b. Multiple view by can be added to increase the granularity further.
9. Add a dimension filter:
   a. Click on dimension filters.
   b. Press add and select the dimension you wish to filter on.
   c. Select the relevant collection.
   e. (Optional) Select based on the specific dimension items you wish to filter by clicking the three lines next to the item heading.
   f. (Optional) And/or select based on a specific dimension attributes you wish to filter by clicking on the three lines next to the attribute heading.
10. Search by external reference that has been included on a transaction see the transaction upload details here.
11. Search for a specific interface date range: A date set by you; usually, this would be the date the transactions were uploaded, which may be different from when they occurred.

When the frequency filter is set to anything other than none, the report's structure is altered. Please see the example below.

• Customer: The distributor who has transacted.
• Customer reference: The reference of the distributor who has transacted.
• (If a frequency of daily has been selected) transaction date: Only dates with transactions will be included.
• (If a frequency of weekly/monthly/quarterly/annually has been selected) transaction date from: Date of the start of a period. Note that a period won’t appear if there are no transactions for that period.
• (If a frequency of weekly/monthly/quarterly/annually has been selected) transaction date to: Date of the end of a period. Note that a period won’t appear if there are no transactions for that period.
• Total transacted units: The total units across all transactions for the period.
• Total transacted value: The total value across all transactions for the period.
• Forfeited support: The amount of support forfeited for a given transaction based on rebate interactions. Please reach out to our support team for additional information here.
• Actual support: Support that has been calculated by Enable.
• Distributor estimate: The value of the support included in the advised earnings column for that transaction.
• Difference: Calculates the difference between the actual support and the distributor estimate.
• Currency: The currency of the transactions within that period.

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