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setting_up_a_new_contract

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setting_up_a_new_contract [2025/09/18 17:37] – tina.roblessetting_up_a_new_contract [2026/10/19 18:11] (current) – tina.robles
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 {{:pasted:20240802-132302.png}} {{:pasted:20240802-132302.png}}
  
-**Contract Title:** Enter in a Title for this contract.  +**Contract Title:** Enter in a Title for this contract.  Choose a contract title that matches how the partner or parent entity will reference the program on submitted claims. 
 + 
 +**Best Practices for Contract Titles** 
 + 
 +**Distributor-Direct Programs**: Include the distributor's company name and location (e.g., Ben E. Keith Little Rock Marketing Program or Ben E. Keith Little Rock Fall Foodshow). 
 + 
 +**Indirect Operator Programs**: Align the title with the submitting entity. If an operator operates under a parent company that handles billing, reference the parent company to ensure smooth billback processing (e.g., use Darden instead of Olive Garden if Darden submits the claim). 
 + 
 +**Omit Dates for Renewable Programs**: Avoid putting years or dates in the title (e.g., use Ben E. Keith Little Rock Marketing rather than Ben E. Keith Little Rock 2022 Marketing). Retaining dates causes confusion when agreements renew, and system searches automatically match billbacks using both the specific date range and the contract name.
  
 **Contractee:** To select a Contractee, click the search button to open the Company Search. **Contractee:** To select a Contractee, click the search button to open the Company Search.
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 No manual date modifications permitted No manual date modifications permitted
  
 +**Date Field Validation Enhancement**
 +
 +To help to prevent typos you can no longer create a contract prior to 2000.  Fields updated to prevent this are:
 +
 +o Contract start and end dates.
 +
 +{{pasted:20261019-180939.png}}
 +
 +{{pasted:20261019-181001.png}}
  
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 Function: Record event-based financial allocations Function: Record event-based financial allocations
 Application: Ideal for transactions not requiring specific SKU tracking upon claim submission Application: Ideal for transactions not requiring specific SKU tracking upon claim submission
 +Remaining Balance: Contract lump sum amount minus the paid claims against the lump sum
  
 __**Distributors**__ __**Distributors**__
setting_up_a_new_contract.1758217053.txt.gz · Last modified: by tina.robles
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