Differences

This shows you the differences between two versions of the page.

--- autopay [2025/06/18 18:28] – tina.robles
+++ autopay [2026/07/10 18:34] (current) – tina.robles
@@ Line 124: / Line 124: @@
-**-------------------------------------------------------------------------------------------------------------------
-**
+**Auto Pay Tab**
+An autopay tab has been added to client settings which allows the user to update the payee per autopay customer.
+To update the payee company double click on the line you want to update.  A prepopulated grid displays, find and select the new payee and click the ok button.
+Non editable fields
+●Extended Price Broker Commission - checked if the client is using that field in Sales
+●Broker was moved from another tab - it is how the Broker is updated in the system for Sales
+●Buying Group was moved from another tab - it is how the Buying Group is updated in the system for Sales
+●Parent Group Admin - it is how the Parent Group is updated in the system
+{{:pasted:20260427-200457.png}}
+__**Autopay Reports**__
+Extended Price added to autopay reports
+Updated all reports for autopay - unpaid earnings, earnings to pay and invoice backup to include the extended price.
+  * Currently broker commissions can be calculated from the EXTENDED PRICE value on a sales record or the EXTENDED PRICE BROKER COMMISSION value on the sales record.
+  * If the "Extended Price Broker Commission" field is populated by the Manufacturer within the 1040 sales file, it will now be visible in the autopay earning reports. This change ensures that the value used to calculate the commission is clearly displayed.  The field is located at the end of the file and will only be populated for clients using this feature.
+{{:pasted:20260710-183005.png}}
@@ Line 145: / Line 173: @@
 **Step 4**
-Reach out to the Account Manager to set up the off invoice process.
+Enable this function via Admin > Client Settings on the Claim tab by checking "Off Invoice Claim Creation" and selecting the "Off Invoice Start Date."
 **Step 5**
@@ Line 153: / Line 181: @@
 If the Manufacturer would like to receive an outbound feed of Off Invoice contracts, the Manufacturer should reach out to the Account Manager to have these feeds established.
+-----
 **Off Invoice claim workflow**
 {{:pasted:20240618-140536.png}}

Telus TPM Documentation

User Tools

Site Tools

Differences

Page Tools