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auto_matching_rules [2024/10/22 19:57] – tina.roblesauto_matching_rules [2025/02/26 13:44] (current) – tina.robles
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 **IMPORTANT**:   When using these settings, it is recommended that if you turn a setting on you do it for all three fields – Claim invoice, Deduction Hint, and Deduction Invoice **IMPORTANT**:   When using these settings, it is recommended that if you turn a setting on you do it for all three fields – Claim invoice, Deduction Hint, and Deduction Invoice
  
-• **Allow contains**:  This will look for matches between the three fields (deduction hint, deduction invoice, and claim invoice).  This approach enhances match accuracy by identifying partial matches rather than requiring exact correspondence.  **Example**:  Deduction invoice 012345/P/0456, claim invoice 12345+• **Allow contains**:  This will look for matches between the three fields (deduction hint, deduction invoice, and claim invoice).  The contains option is from deduction invoice to claim invoice. This approach enhances match accuracy by identifying partial matches rather than requiring exact correspondence.  **Example**:  Deduction invoice 012345/P/0456, claim invoice 12345
  
 • **Match options**:  This is used for customers where the deduction customer names are different company id than what is used on the claims.  **Example**:  Deduction is the Plan to company id and the claims are at the Ship to company id.  • **Match options**:  This is used for customers where the deduction customer names are different company id than what is used on the claims.  **Example**:  Deduction is the Plan to company id and the claims are at the Ship to company id. 
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 This structure provides a clear, professional overview of the deduction matching process, highlighting the key components and their relationships. This structure provides a clear, professional overview of the deduction matching process, highlighting the key components and their relationships.
 +
 +-----
 +
 +**Enhancements to Deduction Management System**
 +
 +Refined Auto-Match Algorithm:
 +  * The deduction auto-match process has been optimized to consider only one rolling year.
 +  * Matching now compares deduction creation date against claim date.
 +  * This refinement aims to minimize erroneous matches caused by incorrect invoice numbers on deductions.
 +
 +Expanded Deduction Settings:
 +Building upon the previously implemented automatic label update feature, we have introduced additional     functionality: Automatic note generation capability for deductions. This enhancement provides more comprehensive explanations for label assignments, improving transparency and traceability in the
 +deduction management process.
 +    
 +{{:pasted:20241220-195310.png}}    
 +    
 +**Deduction Rule Editor Enhancement: Expanded Deduction Parameters**
 +
 +The Rule Editor functionality has been augmented to include additional deduction parameters, specifically incorporating an equal to comparison option for deduction amount requests. This enhancement provides greater precision in rule configuration capabilities.
 +
 +{{:pasted:20241220-195548.png}}
 +
 +Advanced Deduction Invoice Number Filtering
 +
 +The Rule Editor has been expanded to include sophisticated invoice number filtering options for deductions. New criteria have been implemented:
 +
 +  * Not Starts With condition
 +  * Not Ends With condition
 +
 +These additions allow for more nuanced and precise rule definitions when processing deductions based on invoice
 +number characteristics
 +
 +{{:pasted:20241220-195751.png}}
 +
 +Deduction Amount Remaining Criterion
 +
 +A new equality comparison option has been implemented in the Rule Editor for the Deduction Amount Remaining
 +parameter. This addition allows for precise rule creation based on the exact outstanding balance of deductions.
 +
 +{{:pasted:20241220-195916.png}}
 +
 +-----
 +
 +Key improvements outside of the normal deduction rules:
 +
 +  * WHEN deduction_state IN ('CLEARED', 'BALANCED') AND deduction_label NOT IN ('NONE')THEN UPDATE TO 'NONE'
 +
 +  * WHEN deduction_state IN ('COMPLETE') AND deduction_label NOT IN'REBILLABLE',REBILL_SENT',NOT_PAID_AT_GOSIMPLE_WORKING')AND (active deduction_claim_balance is within 0.01 AND the claim_state is not REJECTED AND claim_reason_code not 'NOT_PAID_AT_GOSIMPLE')THEN 'REBILLABLE'
 +
 +  * WHEN deduction_state IN ('COMPLETE') AND deduction_label NOT IN ('NOT_PAID_AT_GOSIMPLE','NOT_PAID_AT_GOSIMPLE_WORKING', 'REBILL_SENT')AND (active deduction_claim_balance is within 0.01 AND the claim_state is not REJECTED AND claim_reason_code not 'NOT_PAID_AT_GOSIMPLE')THEN 'NOT_PAID_AT_GOSIMPLE'
  
  
auto_matching_rules.1729627041.txt.gz · Last modified: 2024/10/22 19:57 by tina.robles

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