How to Re-cost Selected Orders in GDE in Xvantage for Associates

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Overview:

This article explains how to re-cost selected orders in GDE Discount Management using Xvantage for Associates (X4A). The re-cost process removes existing ACOP associations from selected orders and submits them to X4A for re-evaluation against available bids and pricing agreements.

Process:

  1. Go to My Apps and open Okta.

  2. In Okta, search for X4A and open it. Xvantage for Associates will open in a new tab.

  3. From the left navigation menu, select Revenue, then click GDE deals & discounts.

  4. If accessing GDE through the standalone URL, select Discount Management from the left navigation menu.

  5. Enter a vendor name in the Vendor field.

  6. Select the appropriate vendor from the search results.

  7. Click Search.

  8. Select one or more orders from the results table.

  9. Click Delink & Recost.

  10. Enter a reason for the re-cost request.

  11. Click Yes to confirm.

  12. Review the confirmation message and click Okay.

  13. The system submits the request and generates a request ID for tracking purposes.

  14. The tool automatically removes ACOPS from the selected orders.

  15. It sends a re-cost request to Exception Management in X4A.

  16. If a valid bid is available in X4A, the system applies it to the orders. An approval message appears in GDE. X4A removes the orders from the exceptions queue.

  1. If a valid bid is not available in X4A, the orders remain on-hold. Unsuccessful re-costing orders require manual follow-up. A deactivated message appears in GDE.