Deal Header

To set up the deal header:

  1. The Deal has a Deal ID. The Deal ID is the identifier of the deal. It is created automatically.
    • A new deal will have a temporary SPDM ID number until it is interfaced with MFCS.
    • After being interfaced, the ID will be replaced by an ID provided by MFCS.
  2. In the Header Deals screen, enter the following information:
    1. Supplier Parent (mandatory)
    2. Department (not mandatory)
    3. Start Date (mandatory)
    4. End Date (mandatory)
    5. Billing Type (mandatory) - choose between the available values:
      • Bill-Back (BB)
      • Bill-Back rebate (BBR)
      • Vendor Funded Promotion (VFP)
    6. Bill Back Method (mandatory) - populated automatically based on the default value set at the supplier level. However, users can choose between the available values:
      • Credit Note
      • Debit Note
    7. Based On (mandatory for BB/BBR) - choose between the available values:
      • Quantity - number of units
      • Amount - total value of units
    8. Reporting Level (mandatory) - populated automatically with the default value set at the supplier level. However, users can choose between the available values:
      • Week
      • Month
      • Quarter
    9. Purchase / Sales Based (mandatory for BBR) - choose between available values:
      • Purchase / Sales Based (mandatory for BBR) - choose between available values:
        • Sales
        • Purchase

      Note:

      If the Deal is a BBR deal, the user is required to choose between Purchase or Sales. If it is a BB deal, this field is pre-selected with the Purchase option and does not allow it to be changed. If it is a VFP deal, this field is pre-selected with Sales option and no changes are allowed.
    10. External Reference (not mandatory)

      Note:

      After the deal is approved, this field will store the original deal ID from Deals Management.
    11. Include VAT flag (not mandatory) - Default set to Yes.
    12. Multiple Threshold flag (not mandatory) - Default set to No.

      Note:

      The flag is disabled when the deal is a Vendor Funded Promotion. If multiple thresholds are selected, the Default Contribution Value fields and Contribution Type and Value in the Items/locations section are disabled.
    13. Comments (not mandatory)