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--- setting_up_a_new_contract [2025/01/23 18:48] – 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

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