1. Using Customer Channel Management
  2. Create a Special Price Agreement

Create a Special Price Agreement

Here you'll learn how to create a special price agreement.

A special price agreement program is created from a special price agreement program type, which acts as a template for the program.

The special price agreement program type sets the default value for some of the attributes, such as how you want to accrual point of sales data, the qualifiers to use, the request type, default program currency, and the type of discount applicable to the product rule

  1. From the Navigator, click Customer Channel Management under Order Management to navigate to the Special Price Agreements tab of the Indirect Sales page.

  2. Click Create to create a new program. The New special price agreement page appears.

  3. Select the Business Unit and the Program Type.

    Note: If your role has access to multiple business units and the default business unit is defined in the Default Business Unit profile option, then the default business unit defined is displayed when you create a new program. You can select another business unit to which you have access, if required.

  4. Select the Request Type. If you configured this in the Program Type, then it is displayed by default. Based on the selected Request Type, the End customer, and Competitor regions are rendered. If you choose Blanket Request, these regions won't be rendered.
  5. Enter a Name for the program.

  6. Optionally, add the Agreement Number. If you didn't enter an agreement number, the application automatically generates this number.

  7. In the Distributor section, select the Distributor and the Distributor Account from the list. The Address is displayed. Optionally, select the Contact. The Contact Email and Contact Phone are displayed.
  8. In the End Customer section, select the End Customer from the list. The Address is displayed. Optionally enter the Contact, Contact Email, and Contact Phone details.
  9. In the Competitor section, select the End Customer from the list. The Address is displayed. Optionally enter the Contact, Contact Email, and Contact Phone details.
  10. In the Dates section, select the Date Context, the Start Date and End Date.
  11. Click Create.
  12. On the General tab:
    • Optionally, change the Status.
    • The Business Unit and Program Type you selected are displayed.
    • Optionally, change the Owner. The owner is defaulted to the person logged in.
    • The Request Type you selected is displayed.
    • The Name you entered is displayed.
    • The Agreement Number is displayed.
    • Optionally, add a Description.
    • Select a Currency. By default, this is the currency defined in the program type.
    • An Estimated Amount is generated based on the product rebates specified upon saving. This is read-only.
    • Enter a Justification for approvers.
    • In the Distributor section, you can view the details of the distributor including the name, account, address, and contact information.
    • In the End Customer section, you can enter the details of the end customer including the name, address, and contact information.
    • In the Competitor section, you can enter the details of the end customer including the name, address, and contact information.
    • In the Dates section, you can view the Date Context and the start and end dates.
    • In the Additional Information section, enter any additional details for descriptive flexfields that you enabled.
    • In the Products section, you can create product eligibility rules for an item to determine product eligibility. Enter the following details:
      • Select the Item from the list. The item Description is displayed.
      • Enter details of the UOM, Original Unit Selling Price, Competitor Item, Competitor Item Unit Price, Rebate Type, Rebate Amount, and Quantity to define these details for your program. The Estimated Amount is displayed.
        Note: Competitor Item and Competitor Item Unit Price are available only if you selected Meet Competitor Price as the Request Type.
      • Select relevant Actions to add, remove, or to edit a row.
  13. Click Save to save your program. The application calculates the estimated amount when you save the program.
  14. On the Notes and Attachments tab, you can create, edit, or delete rich text formatted general or reference notes. You can also drag and drop supporting documentation as attachments. Additionally, you can include URLs in this section.