Ability to generate SPTM-related documents for CM Collaborator, CM Template Manager, and CM Contract Manager permission sets

From this release onward, CM Collaborator, CM Template Manager, and CM Contract Manager permission sets have been updated to give users the ability to generate SPTM-related documents. 

Administration - Ability to generate SPTM-related documents

Editing State Price Transparency Management compliance records

Using SPTM - Editing State Price Transparency Management compliance records 

Reference - Extended custom settings for SPTM - SPTM_UpdateAllowedFields has been added.

Ability to Download Question and Answers from Disclosures

You can now download questions and answers from Disclosures. Print Disclosure option has been added to the Disclosure UI. When you click this option, an excel file with the name as <Disclosure_name> Q and A Download is downloaded. NDC 11 information along with the questions and answers is downloaded to the file.

A custom setting called SPTM_PrintDisclosureFields has been introduced to specify any additional fields that you want to download along with the questions and answers. The default value for this custom setting is MnCountryProductSKU__r.NDC11__c.

Using - Downloading Question and Answers from Disclosures

Reference - Extended custom settings for SPTM - The SPTM_PrintDisclosureFields custom setting has been added.

Ability to Configure Quick Links Section of the Home tab

Quick Links section has been added to the Home tab. Your administrator can configure up to six links in this section.

Using SPTM - Home tab 

Administration - Customizing the Quick Links section of the Home tab

Health Check for SPTM Set Up Configurations

As an administrator, you can now perform health check for SPTM set up configurations, figure out the errors, and fix them in an efficient way. 

Administration - Performing System Health Checkup 

Support for FDA Actions

As an SPTM user, you can now schedule events and legislation for FDA approvals activities such that a disclosure can be generated in the appropriate time to avoid penalties. To support SPTM users in the FDA approvals activities, an Event called FDA Action has been added and a Submission Type called FDA Action has been introduced in Legislation Rules.

For Legislation Rules with Submission Type as FDA Action, the Price Threshold (Legislation UOM Threshold) or Price Increase Threshold, if added, are not taken in account as these are irrelevant for an FDA approval process.

Using SPTM - Adding State Price Transparency Management compliance records

You can create an FDA Action Event for one or more product families. You can add details of the event. When you save the event, the Price Compliance sub tab is populated with data.

From the Pricing Compliance sub tab, you can Save Disclosures, Generate Disclosures, and Regenerate Disclosures for FDA Actions.

NOTE: To create and access FDA Action events, users must be assigned either the SPTM_SHOW_EVENT_COMPLIANCE_TAB or GPM_SPTM permission set.

Using SPTM - Adding, modifying, and deleting FDA Actions events
Using SPTM - FDA Action compliance and disclosure creation for product SKUs in the event
Using SPTM - Filtering events

Ability to generate disclosures for multiple (or entire) product portfolio via the Events tab

As an SPTM user, you can now generate disclosures for multiple (or entire) product portfolio. You do not have to generate the disclosure for each product/event at a time by navigating to the Price Compliance tab. This feature helps you save on time and enhances the experience of generating Disclosures.

NOTE: 

• This feature is available for only users with GPM_SPTM permission set and only in the Events List view.
• Only the events displayed on the UI list view page ( max 50 events) are considered for selection to generate the disclosures.

When you navigate to the events list, you view the Action option with the following options:

• Create/Regenerate Disclosures - To generated Disclosures for multiple (or entire) product portfolio
• Status Report - To view the status of the last run batch for generating Disclosures for multiple (or entire) product portfolio

You can create/regenerate disclosures for only US events of type Price Change, Product Launch, and FDA Action.

Using SPTM - Generating disclosures for multiple (or entire) product portfolio via the Events tab

Ability to create SPTM Forecast scenarios

As an analyst, you can analyze impact of Disclosures on the future product launch, price change, or FDA Action events.

The SPTM Forecast tab is available to users with the permission set SPTM_FORECAST assigned to them.

Using SPTM - SPTM Forecast Overview

Using SPTM - Creating scenarios

Using SPTM - Event Calendar

Using SPTM - Scenario Output

Recall email notifications for Submitters and relevant Approvers

When a Disclosure is recalled, email notifications are sent to Submitters and relevant Approvers.

SPTM Recall Notification Template has been introduced to send recall notifications.

Administration - Setting up SPTM Approvals

Administration - Configuring email templates

 

Flexibility to add fields from Related Lists to Price Increase Threshold Layout and Price Threshold Layout

For Fall 23 and later releases, the Enhanced List configuration in lightning app builder is selected out-of-the-box. This allows an Administrator to add up to 10 fields in related lists section for the Price Threshold or Price Increase Threshold objects of the Legislation Rule object.

For Spring 23 and prior releases, Administrators must first enable the Enhanced List configuration for the Price Threshold or Price Increase Threshold objects, and then add up to 10 fields in related lists section for the Price Threshold or Price Increase Threshold objects of the Legislation Rule object.

Administration - To add up to 10 fields in related lists section for the Price Threshold or Price Increase Threshold objects of the Legislation Rule object

Overcoming discrepancy during price update caused due to difference in user date format and GMT date format

As a SPTM user, when you make the price changes at 11:59 PM on a date X then you want the same date to appear in all the Salesforce reports.

Prior to this release, the Price change date scenario mentioned here displays correct date in SPTM screens but the date is displayed as X+1 in Salesforce reports. This has been corrected now.

Two new fields called Start Date GMT and End Date GMT have been added to the Master Price object.

You can add the Start Date GMT and End Date GMT fields to any standard report. 

A new filed called Preferred Date Format has been added to the User object. 

A new configuration has been added to the Advanced User Details page. Using this, you can set your preferred date format.

Using SPTM - Setting Preferred Date Format

These new fields and advanced user setting for preferred date format help in overcoming the discrepancy during price update caused due to difference in user date format and GMT date format.

 

Usability Enhancements