Differences

This shows you the differences between two versions of the page.

--- setting_up_a_new_contract [2025/01/23 17:45] – tina.robles
+++ setting_up_a_new_contract [2025/01/27 20:41] (current) – tina.robles
@@ Line 7: / Line 7: @@
 In the contract creation process:
-Single Template Scenario: When only one default template is configured in the system, users will be automatically redirected to the Contract Create screen upon initiating the contract creation process.
+**Single Template Scenario**: When only one default template is configured in the system, users will be automatically redirected to the Contract Create screen upon initiating the contract creation process.
-Multiple Template Scenario: If multiple templates are available, the system will display a Contract Template Selection dialog box. Users must then: a) Choose the appropriate template from the provided dropdown menu. b) Click the "Select" button to confirm their choice. c) Upon confirmation, they will be directed to the Contract Create screen with the selected template.
+**Multiple Template Scenario**: If multiple templates are available, the system will display a Contract Template Selection dialog box.
+Users must then:
+a) Choose the appropriate template from the provided dropdown menu.
+b) Click the "Select" button to confirm their choice.
+c) Upon confirmation, they will be directed to the Contract Create screen with the selected template.
 {{:pasted:20240802-131637.png}}
@@ Line 17: / Line 21: @@
 Contract Structure Overview:
-Contract Header: The Contract Header is comprised of four primary sections: a) Family Information b) Date Information c) Version Information d) Termination Information
+Contract Header
+The Contract Header is comprised of four primary sections:
+a) Family Information
+b) Date Information
+c) Version Information
+d) Termination Information
 Supplementary Tabs: The contract interface includes several supplementary tabs for comprehensive management:
@@ Line 606: / Line 615: @@
 **Product Grid Column Specifications**
-Standard Identification Columns: Item Identifier-Purpose: Product SKU reference number
+__Standard Identification Columns__: Item Identifier-Purpose: Product SKU reference number
-Item Name-Purpose: Product description
+__Item Name-Purpose__: Product description
-Item Type-Options: Product or Product Grouping
+__Item Type-Options__: Product or Product Grouping
-Unit of Measure (UOM)-Specification: Manufacturer-defined options
+__Unit of Measure (UOM)-Specification__: Manufacturer-defined options
 Note: Determines contract pricing basis
-Item Price-Purpose: Reference price only
+__Item Price-Purpose__: Reference price only
 Note: Not reflective of contract-specific customer pricing
-Volume-Related Columns: 6. Estimated Quantity-Purpose: Projected volume for contract duration
+__Volume-Related Columns__: 6. Estimated Quantity-Purpose: Projected volume for contract duration
 Impact: Critical for accurate reporting
-Lift Quantity-Feature: User-editable field-Purpose: Record expected incremental volume
+__Lift Quantity-Feature__: User-editable field-Purpose: Record expected incremental volume
-Base Quantity-Nature: Non-editable-Source: Data feed population post-save-Purpose: Projects non-promotional sales volume
+__Base Quantity-Nature__: Non-editable-Source: Data feed population post-save-Purpose: Projects non-promotional sales volume
-Direct Rebate Columns (Blue): 9. Rebate Direct Value Type-Options: Numeric or Percent-Application: Contractee-specific deals-Scope: Based on direct manufacturer purchases
+__Direct Rebate Columns (Blue)__: 9. Rebate Direct Value Type-Options: Numeric or Percent-Application: Contractee-specific deals-Scope: Based on direct manufacturer purchases
-Rebate Direct Value-Purpose: Specifies rebate amount/percentage-Format: Based on selected value type
+__Rebate Direct Value-Purpose__: Specifies rebate amount/percentage-Format: Based on selected value type
-Rebate Direct Type-Options: Fixed Rate or Fixed Price-Impact: Determines rebate calculation method
+__Rebate Direct Type-Options__: Fixed Rate or Fixed Price-Impact: Determines rebate calculation method
-Deviated Rebate Columns (Pink): 12. Rebate Deviated Value Type-Options: Numeric or Percent-Application: Distributor-specific deals-Scope: Based on contractee sales
+__Deviated Rebate Columns (Pink)__: 12. Rebate Deviated Value Type-Options: Numeric or Percent-Application: Distributor-specific deals-Scope: Based on contractee sales
-Rebate Deviated Value-Purpose: Specifies rebate amount/percentage-Format: Based on selected value type
+__Rebate Deviated Value-Purpose__: Specifies rebate amount/percentage-Format: Based on selected value type
-Rebate Deviated Type-Options: Fixed Rate or Fixed Price-Impact: Determines rebate calculation method
+__Rebate Deviated Type-Options__: Fixed Rate or Fixed Price-Impact: Determines rebate calculation method
-Additional Tracking Columns: 15. Allow Inactive Product-Purpose: Product Grouping management-Function: Controls inactive product eligibility
+__Additional Tracking Columns__: 15. Allow Inactive Product-Purpose: Product Grouping management-Function: Controls inactive product eligibility
-Won-Purpose: Bid tracking-Impact: Affects Probable Exposure calculations-Access: Editable by authorized users
+__Won-Purpose__: Bid tracking-Impact: Affects Probable Exposure calculations-Access: Editable by authorized users
-Competitive Info-Purpose: Bid winner tracking
+__Competitive Info-Purpose__: Bid winner tracking
-Access: Editable by authorized users
+__Access__: Editable by authorized users
-Growth Contract Specific Columns-Rebate Growth Value Type-Options: Numeric or Percent
+__Growth Contract Specific Columns-Rebate Growth Value Type-Options__: Numeric or Percent
-Rebate Growth Type-Options: Fixed Rate or Fixed Price
+__Rebate Growth Type-Options__: Fixed Rate or Fixed Price
-Growth Button-Purpose: Configure tiered growth programs-Reference: See Growth Programs documentation for details
+__Growth Button-Purpose__: Configure tiered growth programs-Reference: See Growth Programs documentation for details
@@ Line 1077: / Line 1086: @@
 __Letters Tab__
-After the contract is approved, use the Contractee and Distributor Billback Letters to notify the companies of the pricing/rebates associated with the contract.  There is a filter at the top of the grid as well as a sort option for all columns to assist in locating the company letters.  The Distributor Billback Letters reflect Private Label Group logic.  So if products are in a Private Label Group, they will display only on the letter for the Distributors in that group.
+**Post-Approval Contract Communications**
+Contract Letters Distribution System
+Two Types of Notification Letters:
+  * Contractee Letters: Communicate pricing and rebate details
+  * Distributor Billback Letters: Detail rebate structures
+    * Incorporates Private Label Group logic
+    * Products in Private Label Groups appear only on relevant distributor letters
+Navigation Features:
+  * Advanced filtering options at grid top
+  * Sortable columns for efficient company letter location
+Note: Private Label Group products are exclusively visible on letters to distributors within their designated groups, ensuring confidentiality and appropriate information distribution.
 {{:pasted:20240806-153451.png}}
-Click here for more information on how your letters are built.[[client_letter_admin]]
+**Accessing Contract Letters**
+For detailed information on letter construction, please refer to the Client Letter Administration guide. [[client_letter_admin]]
+Post-Approval Letter Retrieval Process:
+  - Once the contract is approved, locate and click the "Download" button
+  - In the resulting "Letter Downloaded" window: Use the dropdown menu to select the desired letter
-After the contract is Approved, click the Download button to view the letter.  This will open a Letter Downloaded window.  Select the letter to download from the dropdown.
 {{:pasted:20240806-153528.png}}
-If the Enable Additional Verbiage Prompt was enabled for the letter, additional sections may appear in the dropdown.  Enter in additional text here, if needed, or just leave it blank.  This is a letter setting so some manufacturers may not allow these boxes for additional verbiage.
+**Optional Letter Customization**
+Additional Verbiage Feature (If Enabled):
+  * Supplementary text sections appear in the dropdown menu
+  * Custom text entry is optional
+    * Add specific content as needed
+    * Leave blank if no additional text is required
+Note: This feature's availability is determined by manufacturer-specific letter settings and may not be accessible for all contracts.
 {{:pasted:20240806-153557.png}}
-The only available Export Type is PDF.  Click the Generate Report button to generate the letter.  The downloaded letter will appear as a hyperlink in the Generated Reports window.  Click the hyperlink to open the letter.
+**Letter Generation and Access**
+Export Format:
+  * PDF is the sole available format for letter export
+Generation Process:
+  - Click "Generate Report" to initiate letter creation
+  - The system will process the request
+Accessing the Generated Letter:
+  * Upon completion, a hyperlink appears in the Generated Reports window
+  * Click the hyperlink to open and view the PDF letter
 {{:pasted:20240806-153651.png}}   {{:pasted:20240806-153746.png}}
-To close the download window click the close button in the bottom right hand corner of the window.
+**Exiting Letter Download Interface**
+To return to the main interface:
+  * Select the "Close" button located in the bottom right corner
+This action will close the download window and return you to the previous screen.
 {{:pasted:20240806-153802.png}}
 -----
 __Contact Tab__
-This displays the Name, Email and Phone Number for the Contact related to the Contract.  The purpose of this tab is to keep track of who you communicated with on this deal so when the time comes to renew the contract you have all that information right here.
+**Contract Contact Information**
+This section provides key details for the primary contact associated with the contract:
+  * Name
+  * Email address
+  * Phone number
+Purpose: To maintain a centralized record of the key contact for this agreement. This information facilitates:
+  * Efficient communication during the contract's active period
+  * Streamlined renewal processes
+  * Continuity in contract management
+By keeping this information readily accessible, you ensure smooth communication channels throughout the contract lifecycle.
 {{:pasted:20240806-153913.png}}
@@ Line 1107: / Line 1178: @@
 __Exposure Tab__
-To Generate Exposure for a contract, click the Generate button located on the bottom right.
+**Exposure Generation**
+To calculate contract exposure:
+  * Locate and select the "Generate" button in the bottom right corner
+This action initiates the contract exposure calculation process.
 {{:pasted:20240806-154442.png}}
-This will generate the exposure and stacked data and display the information on several tabs.  If your contract has too many companies you will be requested to limit the data shown.  You can choose which companies you want to show the data for in the company name pull down.
+**Exposure Data Generation and Display**
+Process Results:
+  * System generates exposure calculations and stacked data
+  * Information is organized across multiple tabs
+Volume Management: For contracts with extensive company listings:
+  * System will prompt for data limitation
+  * Use company name dropdown to select specific companies for display
+  * This feature allows for focused analysis of relevant data sets
+Note: This selective display capability ensures efficient system performance while maintaining access to critical information.
 {{:pasted:20240806-154605.png}}
@@ Line 1117: / Line 1207: @@
 {{:pasted:20240806-154803.png}}
-The Summary Tab will display the Exposure, Actuals and Remaining Amounts.
+**Exposure Analysis Overview**
-Please see the Probable Exposure Explained section of the Help Documents for detailed information on the Exposure tab.
+Summary Tab Contents:
+  * Exposure projections
+  * Actual figures
+  * Remaining amounts
+For a comprehensive understanding of the Exposure tab and its calculations, please refer to the "Probable Exposure Explained" section in the Help Documents.
 -----
 __Claims Tab__
 {{:pasted:20240806-154920.png}}
-This area shows you all the claims that came in for this contract version.  Click on the Claim hyperlink to view the claim details.  To enter a New Claim, click the New button on the bottom left of the screen.
+**Contract Claims Management**
+Claims Overview: This section displays all claims associated with the current contract version.
+Accessing Claim Details:
+  * Click on the hyperlinked Claim ID to view comprehensive claim information
+Submitting a New Claim:
+  * Locate and select the "New" button at the bottom left of the interface
@@ Line 1131: / Line 1238: @@
 {{:pasted:20240806-155024.png}}
-Remember to hit the Save button in the Actions box on the top right.  This will save the contract in a Draft status.
+**Finalizing Contract Actions**
-If you created the contract in error, you can discard the contract by selecting the Revert button.
+Save Contract:
+  * Click "Save" in the Actions box (top right)
+  * Contract will be stored in Draft status
+Contract Removal:
+  * If contract creation was unintended, select "Revert"
+  * This action discards all entered information
+Note: Ensure all required information is accurate before saving or reverting, as these actions directly affect contract status.
 ----
@@ Line 1141: / Line 1259: @@
 {{:pasted:20240806-155230.png}}
-Click on the Submit button in the top right of the screen when the contract is ready to be Submitted.  This will change the status from Draft To Submitted.  Now it's in the Approval Process.  A notification will display when Submit is clicked, and it will display the contracts current status.
+**Contract Submission Process**
+When the contract is finalized and ready for review:
+  - Locate the "Submit" button in the top right corner
+  - Click "Submit" to initiate the approval process
+System Actions:
+  * Contract status changes from "Draft" to "Submitted"
+  * Approval process is activated
+Confirmation:
+  * A notification will appear, confirming the submission
+  * The current contract status will be displayed
+This action moves the contract into the formal review and approval workflow.
 -----

Telus TPM Documentation

User Tools

Site Tools

Differences

Page Tools