Summary

of Updates &
New Features

for

Release 6.0D
Support Pack 3
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Contents
About this Document .................................................................................................................................... 3
Data Maintenance—Resources .................................................................................................................... 4
Material Hierarchy (#70) ........................................................................................................................... 4
Material List Workbench Change Log ....................................................................................................... 4
Data Maintenance—Pricing .......................................................................................................................... 5
Deals .......................................................................................................................................................... 5
Change Log for Deal Request (#8)......................................................................................................... 5
Deal Offline Maintenance (#40)............................................................................................................ 5
Pricing........................................................................................................................................................ 5
Price Sheet ............................................................................................................................................ 5
Price Request (#8) ................................................................................................................................. 5
Price Request Offline Maintenance (#40) ............................................................................................. 5
Price Record Upload/Download (#4) .................................................................................................... 6
File Templates ....................................................................................................................................... 6
Global ............................................................................................................................................................ 7
Layout Changes, Dynamic Fields, Formulas and Display Profile Integration in IP Reports (#29) ......... 7
Linked, Sub and Merge Reports (#31) .................................................................................................. 7
Vistex Incentives & Paybacks ........................................................................................................................ 8
Cross-Application ...................................................................................................................................... 8
Cancel an IP document (#51) ................................................................................................................ 8
Membership.......................................................................................................................................... 8
File Templates ....................................................................................................................................... 8
Export File Option using File Template (#22)........................................................................................ 8
Provider Type / Provider to be made Optional in Partner Cross Reference (#20) ............................... 8
Agreements ............................................................................................................................................... 9
Agreement Offline Maintenance (#40) ................................................................................................. 9
Change Documents in Agreement Request (#8)................................................................................... 9
Agreement Cross Reference (#71) ........................................................................................................ 9
Period Profiles (#32 workbench, #39 agreement) ................................................................................ 9
Transaction IP............................................................................................................................................ 9
Claim Validation Redesign (#46) ........................................................................................................... 9
Performance Improvement in Duplication Check (#48 claims, #74 transaction register) ................... 9
Internal Accruals (#53) ........................................................................................................................ 10
IP Document Deletion from Mass Reports (#54) ................................................................................ 10
Auto-Correction for Claims and Transaction Register (#84) ............................................................... 10
Composite IP ........................................................................................................................................... 10
Create Calculation Run from Workbench (#34).................................................................................. 10
Deployment Code for Reporting (#35) .............................................................................................. 10
Lookup Integration in Participation (#41) ........................................................................................... 10
Period Profile Selection in Participant Tracking (#42) ........................................................................ 11
Subcomponent Layout Personalization (#55) ..................................................................................... 11
Partner Claim Creation from Calculation Run (#75) ........................................................................... 11
Virtual Participation in Composite (#72) ............................................................................................ 11

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About this Document
Vistex Release D Support Pack 3 contains new and/or updated features as well as corrections for defects
discovered by or reported to Vistex. This document is a summary of features released in Vistex Release
D Support Pack 3.

For more detailed information on features included in Release D Support Pack 3, please refer to the
corresponding Release Notes packaged with this release (available from SAP Service Marketplace) or
published within the Vistex VOICE forum at Vistex.com.

Note: Numbers listed in parentheses at the end of feature names or embedded in descriptions, such as
“Material Hierarchy (#70)” are Vistex tracking numbers for internal purposes. These numbers aid
Vistex in auditing documentation to ensure completeness and do not correspond to any other
published information.

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Data Maintenance—Resources

Material Hierarchy (#70)

Introduce the Material Hierarchy workbench, similar to the Customer Hierarchy and Vendor Hierarchy
workbenches. A new material category is introduced to define a material as a node in the material
hierarchy; materials of any category can be linked under a node, including another node.

Material hierarchies are for use in Vistex only; master data in SAP ECC is not affected or updated with
hierarchies created in Vistex.

Material List Workbench Change Log

For transaction EPPDLM, Changes option has been added to the Environment menu on the menu bar.

For an individual list, the change log displays changes for the selected line item; for a collective list, you
do not have to select a line item since changes apply to all line items in the list.

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Data Maintenance—Pricing

Deals
Change Log for Deal Request (#8)
Introduce change documents to Deal Request to track modifications to a Deal Request until it is applied
to a Deal. Currently, there is no audit trail for a deal request. To capture the history of proposal changes
and negotiations (before the final rendition of the request is approved and applied), change documents
will be available for the deal request. The audit trail for the deal request ends when the request is
applied to the deal. Configuration will enable this audit trail capability if desired.

Deal Offline Maintenance (#40)

Introduce the ability to create or modify a Deal or Deal Request via spreadsheet. An existing Deal or Deal
Request can be downloaded from Vistex into a spreadsheet, and subsequent changes to the
spreadsheet can be uploaded into Vistex to modify the Deal or Deal Request. A spreadsheet can be
uploaded into Vistex to create a new Deal or Deal Request.

Pricing
Price Sheet
Introduce BADI for locking price records at a lower level than the existing ‘lock level’ which is at price
sheet level. (#9)

Support time-sensitive pricing, allowing prices to be effective for only a portion of a day (#10). Time
periods are defined using the Time Window workbench, and are assigned to a price on the Price Sheet.

Price Request (#8)

Introduce change documents to Price Request (#8) to track modifications to a Price Request until it is
applied to Pricing. Currently, there is no audit trail for a price request. To capture the history of proposal
changes and negotiations (before the final rendition of the request is approved and applied), change
documents will be available for a price request. The audit trail for the price request ends when the price
request is applied. Configuration will enable this audit trail capability if desired.

Price Request Offline Maintenance (#40)

Introduce the ability to create or modify a Price Request via spreadsheet. An existing Price Request can
be downloaded from Vistex into a spreadsheet, and subsequent changes to the spreadsheet can be
uploaded into Vistex to modify the Price Request. A spreadsheet can be uploaded into Vistex to create a
new Price Request.

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Price Record Upload/Download (#4)
Affects transactions: /IRM/GPR03, /IRM/GPR05, /IRM/GPR25
Related upload transaction: /IRM/GPRUPL (has multiple price sheets option)
File Template transaction: /IRM/GPRFTM
Price Proposal Workbench also has export feature. The related upload transaction is /IRM/GPPUPL

File Templates
The following File Template transactions were added:
 /IRM/GPRFTM File Template for Price Record

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Global
Layout Changes, Dynamic Fields, Formulas and Display Profile Integration in IP
Reports (#29)
Report Workbench layout changes like Grouping data/Evaluation data has to be two grids with available
fields and selected fields

Dynamic fields have been added in both grouping and evaluation fields.
Formulas can be defined for the additional fields. There will only one formula for a report.

Display profile integration was done to get field label description from display profile.

Linked, Sub and Merge Reports (#31)

Linked Reports allow the user to navigate to another report with contextual data.
Sub Reports enable the data of multiple reports to be combined into one report. For example,
Agreements and corresponding Chargebacks/Rebates.

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Vistex Incentives & Paybacks

Cross-Application
Cancel an IP document (#51)
When deleting or recreating IP documents, the existing document is physically removed from the
repository when it has not yet been accrued or settled. This eliminates the audit trail for the obsolete
document.

A new option will be available to allow the existing IP document to be “cancelled” instead of physically
deleted. The existing document will be retained, and a copy of the document will be generated that is
equal to but opposite of the original document. Both of these documents will be marked complete, so
that no further action would or could be taken on these documents. In the case of Recreate, three
documents would exist: the original document now obsolete (marked complete), the mirror document
to offset the original (also marked complete), and the recreated document that is to be processed and
settled by the user.

Membership
• Develop an API which creates an Outbound IDOC for Membership (#17)
• Update Cross Reference from Membership (#45), similar to Claims

File Templates
The following File Template transactions were added:
 /IRM/GDLFTM File Template for Deal
 /IRM/GDLRFTM File Template for Deal Request
 /IRM/IPARFTM File Template for Agreement Request
 /IRM/IPPQFTM File Template for Price Request
 /IRM/IPAGFTM File Template for Agreement

Export File Option using File Template (#22)

Document to be exported in a File using File Template of type EXPORT

Provider Type / Provider to be made Optional in Partner Cross Reference (#20)

While creating new entry in Cross Reference, Provider Type and Provider should be optional in case of
maintaining Universal Cross Reference entries.

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Agreements
Agreement Offline Maintenance (#40)
Introduce the ability to create or modify a Agreement or Agreement Request via spreadsheet. An
existing Agreement or Agreement Request can be downloaded from Vistex into a spreadsheet, and
subsequent changes to the spreadsheet can be uploaded into Vistex to modify the Agreement or
Agreement Request. A spreadsheet can be uploaded into Vistex to create a new Agreement or
Agreement Request.

Change Documents in Agreement Request (#8)

Currently, there is no audit trail for an agreement request. To capture the history of proposal changes
and negotiations (before the final rendition of the request is approved and applied), change documents
will be available for the agreement request. The audit trail for the agreement request ends when the
agreement request is applied to the agreement. Configuration will enable this audit trail capability if
desired.

Agreement Cross Reference (#71)

Workbench, Table of Contents entry, updated other cross reference WB to match.
New workbench to maintain data for agreement cross reference and API for determining agreement.

Period Profiles (#32 workbench, #39 agreement)

Introduce Period Profile Workbench to define periods as an alternative to SAP fiscal year variants. Assign
the period profile to the agreement using a new tab on the Agreement workbench. These time periods
will be used to filter the transactions to be used in the calculation of pricing or incentives. Unlike fiscal
year variants, these time periods are defined local to an agreement and can be controlled by contract
staff without needing to involve finance teams that own fiscal year data or the configuration staff that
must maintain it.

Transaction IP
Claim Validation Redesign (#46)
Redesigned the validation transactions for Claim and Transaction Register. Now the header and items
grid will be editable, and user can make changes directly and save those changes. Performance was also
improved.

Performance Improvement in Duplication Check (#48 claims, #74 transaction

register)
Index claim or transaction register document into a new table that will then be used to perform
duplication check.

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Internal Accruals (#53)
Introduce the option to create internal postings during accrual instead of posting to SAP FI. Also, provide
the ability to settle $0 documents internally instead of posting to SAP FI.

IP Document Deletion from Mass Reports (#54)

There is a facility available to delete IP documents from workbench, but it was not available in Mass
Processing reports, such as /IRM/IPxx21, /IRM/IPxx23, etc. This will now be possible.

There is an option to soft-delete an IP document in IP Type configuration. If this option was not selected
and some subsequent posting (such as an accrual) was carried out on an IP document and reversed
later, it was difficult to delete the IP document. Now the affected IP document will be marked as
deleted, regardless of the configuration option, if the IP document has a subsequent posting.

Auto-Correction for Claims and Transaction Register (#84)

Existing mass change transactions do not filter items; the user cannot specify any criteria for execution.
Introduce a workbench to define corrections in terms of what documents or items should be affected as
well as what fields in header or items should be used to qualify for a correction. Behavior when errors
are encountered during corrections can be controlled, and logs will track what was changed. This
feature may be executed real-time or in background.

Composite IP
Create Calculation Run from Workbench (#34)
Support creation of Calculation Run from workbench. User can run the tracking with the desired
selections, which are shown in the popup window after clicking the Create button. After seeing the
result, the user can decide whether to save the result. This avoids creating unnecessary calculation runs
with saved data that is unwanted.

Users may also create during Copy Calculation Run and Composite IP Calculation Run.

Deployment Code for Reporting (#35)

Introduce a deployment code type that is only for reporting purposes. It is a combination of components
from different deployment codes. The formulas and mapping for these components will be acquired
from the deployment codes to which the components belong.

Lookup Integration in Participation (#41)

In participant assignment, the user can search on any identification value and determine the participant
based on the ID type configuration. Reverse lookup technique can be used to display the identification
value. In tracking and other transactions, user can enter either the identification value in the Participant
Entered field or use the search help to get the participants. Once the participant is determined using the

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lookup engine, the value will be assigned to its respective field (PARTID/MATNR/KNUMA_AG) and the
system will proceed with the normal process.

Period Profile Selection in Participant Tracking (#42)

Integration of Period Profiles in participant assignment. Participants with the same period profile need
to be selected before selecting periods in collective tracking.

Subcomponent Layout Personalization (#55)

Currently in workbench like '/IRM/IPXXCCP' Vistex offers Grid layout personalization for Grid Controls,
where the user can change, save and manage layouts. In Tracking screen, Vistex is currently showing
HTML tables to view subcomponent data. Now Vistex will offer subcomponent layout personalization to
provide user with change, save and manage layout capabilities, similar to that offered in Grid layout in
Workbench. Standard functionality provided in grid control like sort, filter, total, subtotal have been
implemented on the HTML table view as well.

Partner Claim Creation from Calculation Run (#75)

Previously Vistex could create claims from calculation run workbench only for the root participants—not
for the settlement partners. Now Vistex can create claims from calculation run workbench for
settlement partners as well. Users can create claims for selected settlement partners.

Virtual Participation in Composite (#72)

The participation records will be derived dynamically in composite tracking instead of fetching from
PART tables. The customer/vendor master data can be very large and it may take a considerable effort
to create participation records for each deployment code. Also, with each new entry in the master table,
a new participation record has to be manually created. Thus, significant system performance and user
efficiency can be obtained by deriving the participation at runtime during composite tracking and
reporting.

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