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client_settings

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client_settings [2024/06/10 20:46] – tina.roblesclient_settings [2025/09/18 19:08] (current) – tina.robles
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-__**Admin:  Client Setup Admin:  Client Settings Admin**__+**Reporting - Admin**
  
-Client Settings can be configured in the Admin -> Client Setup -> Client Settings menu option.+{{:pasted:20240826-180445.png}}
  
-{{:pasted:20181205-193429.png}} + 
------+__**Client Settings**__ 
 + 
 + 
 +Client Settings can be configured in the Admin -> Client Setup -> Client Settings menu option.
  
 There are 8 different areas to manage the Client Settings.  Remember click Save after making changes! There are 8 different areas to manage the Client Settings.  Remember click Save after making changes!
  
-{{:pasted:20190709-095447.png}}+{{:pasted:20250918-190826.png}}
  
 ----- -----
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 In this section, manage the Client Description, Address, Timezone, Contact, Password Strength, Case Insensitive Identifiers, Operator Requests and Logo information. In this section, manage the Client Description, Address, Timezone, Contact, Password Strength, Case Insensitive Identifiers, Operator Requests and Logo information.
  
-{{:pasted:20181205-193856.png}}+{{:pasted:20240826-180858.png}}
  
 __Minimum Password Crack Time__ __Minimum Password Crack Time__
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 **Contract** **Contract**
  
-{{:pasted:20181205-193940.png}}+{{:pasted:20240826-181041.png}}
  
 __Enable and Enforce Lumpsum Product Allocation__: when checked, this setting requires that Product Allocations be defined for all Lumpsum Contracts.  If unchecked, the product allocations are not required and do not display.  __Enable and Enforce Lumpsum Product Allocation__: when checked, this setting requires that Product Allocations be defined for all Lumpsum Contracts.  If unchecked, the product allocations are not required and do not display. 
- 
-__Enable Forecast Feature__: when checked, Forecast Quantity information will display on Contracts.  This should only be checked for clients who send us their Forecast information. 
  
 ----- -----
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 When checked, the accruals will generate for all months on the contract into the future.  When unchecked, accruals will be calculated through today’s date.   When checked, the accruals will generate for all months on the contract into the future.  When unchecked, accruals will be calculated through today’s date.  
 +
 +----
 +**Reporting**
 +
 +{{:pasted:20240827-132215.png}}
 +
 +----
 +**Deduction**
 +
 +{{:pasted:20240827-132329.png}}
 +
 +These are settings you can update to increase auto matching from claim to deduction.  
  
  
 ----- -----
 **Claim** **Claim**
 +
 +{{:pasted:20240827-132513.png}}
  
 This tab contains the claim-related settings like Price Generation, Price Tiers, Default UOM, etc. This tab contains the claim-related settings like Price Generation, Price Tiers, Default UOM, etc.
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 Enable Sale Data Price Generation - check this box to use sales data for price generation.  Define the Lookback Period and Period Type.  There is also an option to select a Look-back Price Strategy. Enable Sale Data Price Generation - check this box to use sales data for price generation.  Define the Lookback Period and Period Type.  There is also an option to select a Look-back Price Strategy.
  
-{{:pasted:20181213-153435.png}}+{{:pasted:20240827-132603.png}}
  
   * **Look-back Period and Period Type**: The price generation process will use the most recent period to find pricing for that company and product.  If it can't find any price records, then it will look-back based on the number of periods and period type.  So based on the screenshot above, it will look back 3 quarters to find a price.    * **Look-back Period and Period Type**: The price generation process will use the most recent period to find pricing for that company and product.  If it can't find any price records, then it will look-back based on the number of periods and period type.  So based on the screenshot above, it will look back 3 quarters to find a price. 
-  * **Look-back Price Strategy**:  There is an option to calculate the Average, Maximum or Minimum Pricing for a product and company.  If the Price Generation Period Type is Quarter and the look-back price strategy is Maximum, then the price generation process will use the max price for the current quarter.  Or if there is no pricing in the current quarter, it will look-back based on the value set in the look-back period. +  * ** Price Generation Strategy**:  There is an option to calculate the Average, Maximum or Minimum Pricing for a product and company.  If the Price Generation Period Type is Quarter and the look-back price strategy is Maximum, then the price generation process will use the max price for the current quarter.  Or if there is no pricing in the current quarter, it will look-back based on the value set in the look-back period.
- +
-{{:pasted:20181213-154502.png}}+
  
  
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 This section allows the 4 different Price Tiers to be Configured.  The order which the text values are set here determines how rates will be calculated on claims.  The top text value will be the first method used to calculate rates and the bottom option will be the last method used to calculate rates.   This section allows the 4 different Price Tiers to be Configured.  The order which the text values are set here determines how rates will be calculated on claims.  The top text value will be the first method used to calculate rates and the bottom option will be the last method used to calculate rates.  
  
-In the screenshot below, the order used is: Price List by Company, Price List by Product, Default, and Sales Data. +{{:pasted:20240827-132703.png}}
- +
-{{:pasted:20160817-113005.png}}+
  
 To change the order, select a value and drag it to the desired location.   To change the order, select a value and drag it to the desired location.  
  
-To add a tier, select it from the dropdown and click the add icon. {{:pasted:20160817-113805.png}}+To add a tier, select it from the dropdown.
  
-To delete an option, select the value in the dropdown and click the delete icon.  {{:pasted:20160817-113656.png}}+To delete an option, select the value in the dropdown and click the X icon.  {{:pasted:20240827-132742.png}}
  
 __Other Claim Options__ __Other Claim Options__
  
-{{:pasted:20181213-154829.png}}+{{:pasted:20240827-132807.png}}
  
 **Location Claimant Enforce Eligible Distributor:**  If this box is checked, lines where the distributor are not defined as distributors on the contract will pend for Ineligible Distributor.  Or if the line item distributor is missing on the claim product row, the line will pend for Missing Line Item Distributor. **Location Claimant Enforce Eligible Distributor:**  If this box is checked, lines where the distributor are not defined as distributors on the contract will pend for Ineligible Distributor.  Or if the line item distributor is missing on the claim product row, the line will pend for Missing Line Item Distributor.
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 **Contacts** **Contacts**
  
-Add Contacts here.  Just click Add Contact to add a new row and then click Save.  First Name and Last Name are required fields.  To Delete a Contact, select the row that needs to be deleted and click Delete Contact.  These action buttons are on the bottom left of the screen.+Add Contacts here.  Just click Add Contact to add a new row and then click Save.  First Name and Last Name are required fields.  To Delete a Contact, select the row that needs to be deleted and click Delete Contact.  These action buttons are on the bottom of the screen.
  
-{{:pasted:20150914-174938.png}} +{{:pasted:20240827-133027.png}}
- +
-{{:pasted:20160510-185440.png}}+
 ----- -----
 **Fiscal Calendar** **Fiscal Calendar**
  
-Add new Fiscal Calendar Months, Quarters and Weeks.  To Add a new Fiscal Period, click the Add Fiscal Period button, enter the data, and click Save.  To Delete a Fiscal Period, select the row and click Delete Fiscal Period.  These action buttons are on the bottom left of the screen. +Add new Fiscal Calendar Months, Quarters and Weeks.  To Add a new Fiscal Period, click the Add Fiscal Period button, enter the data, and click Save.  To Delete a Fiscal Period, select the row and click Delete Fiscal Period.  These action buttons are on the bottom of the screen.
- +
-{{:pasted:20150914-180112.png}}+
  
-{{:pasted:20160510-185600.png}}+{{:pasted:20240827-133104.png}}
  
 Fiscal Calendar entries are validated on save to ensure there are no gaps or overlaps in the date ranges, as Fiscal Calendar entries are validated on save to ensure there are no gaps or overlaps in the date ranges, as
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 Tolerances can be added and managed in Client Settings by users who have access. Tolerances can be added and managed in Client Settings by users who have access.
 +
 +{{:pasted:20240827-133146.png}}
 +
  
 **Note: all tolerances are at the claim level - not invoice level.** **Note: all tolerances are at the claim level - not invoice level.**
------+  
 +Since tolerances are at the claim level, they cannot be applied at the lump sum level. This is because the tolerance amount is added to the lump sum amount, allowing additional claims to be submitted and paid for the overspent event, provided the overspent amount is within the tolerance limit. 
 + 
 +**Example**: If a $200 tolerance is set for the "overspent market event" pend reason, this tolerance not only allows a $5200 requested amount to be paid on a $5000 lump sum (by adding the $200 tolerance), but it also permits any number of lump sum claims to be submitted and paid for the overspent $5000 event, as long as each claim is $200 or less.
  
 __No Tolerances:__  __No Tolerances:__ 
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 If the Enable Tolerance box is unchecked, no tolerances will be applied. If the Enable Tolerance box is unchecked, no tolerances will be applied.
  
-{{:pasted:20161207-104331.png}}+{{:pasted:20240827-133258.png}}
  
 If the Max Claim Tolerance amount is $0.00, no tolerances will be applied. If the Max Claim Tolerance amount is $0.00, no tolerances will be applied.
  
-{{:pasted:20161207-104412.png}} +{{:pasted:20240827-133232.png}} 
------+
  
 __Tolerances:__ Select the Enable Tolerance checkbox to turn tolerances on. __Tolerances:__ Select the Enable Tolerance checkbox to turn tolerances on.
  
-{{:pasted:20161207-104047.png}}+{{:pasted:20240827-133247.png}}
  
 __Line Item Tolerance:__ If the Max Claim Tolerance is blank, only the line item tolerances will be applied.  This means that there is no max claim tolerance amount.  Tolerances can be set up with different amounts and out of tolerance actions. __Line Item Tolerance:__ If the Max Claim Tolerance is blank, only the line item tolerances will be applied.  This means that there is no max claim tolerance amount.  Tolerances can be set up with different amounts and out of tolerance actions.
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 Add: To add a new tolerance reason, click the New button. Add: To add a new tolerance reason, click the New button.
  
-{{:pasted:20161207-105144.png}}+{{:pasted:20240827-133419.png}}
  
 Select a Reason Code from the dropdown, add the tolerance amount and select an action type.  Each Reason Code can only be added once. Select a Reason Code from the dropdown, add the tolerance amount and select an action type.  Each Reason Code can only be added once.
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 Delete: to remove a tolerance reason, check the box for the row and click the Delete button. Delete: to remove a tolerance reason, check the box for the row and click the Delete button.
  
-{{:pasted:20161207-105421.png}}+{{:pasted:20240827-133437.png}}
  
 Click Save after making changes! Click Save after making changes!
 +
 +{{:pasted:20240827-133448.png}}
 +
 ----- -----
 __Action Types__ __Action Types__
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 **Payment Calendar** **Payment Calendar**
  
-This section is used to set up Payment Calendars for use when running the AutoPay process for Growth Contracts. +This section is used to set up Payment Calendars for use when running the AutoPay process for Growth Contracts. 
 +{{:pasted:20240827-133529.png}} 
 + 
  
 Click the Add button on the bottom left hand side of the screen to add a new payment calendar description. (i.e. Monthly, Quarterly, Annually) Click the Add button on the bottom left hand side of the screen to add a new payment calendar description. (i.e. Monthly, Quarterly, Annually)
  
-{{:pasted:20240610-204106.png}}+{{:pasted:20240827-133540.png}}
  
 Add the Payment Calendar Description into the text field and hit ENTER on your keyboard.  Add the Payment Calendar Description into the text field and hit ENTER on your keyboard. 
  
-{{:pasted:20240610-204300.png}}+{{:pasted:20240827-133609.png}}
  
 This will add that calendar description in a pick list on the left side of the screen.  Selecting that calendar then allows the user to enter dates on the right side of the screen.   Click on the ADD button on the bottom of the Payment Dates section of the screen to enter dates. The calendar dates entered must be after the contract period is over.  This will add that calendar description in a pick list on the left side of the screen.  Selecting that calendar then allows the user to enter dates on the right side of the screen.   Click on the ADD button on the bottom of the Payment Dates section of the screen to enter dates. The calendar dates entered must be after the contract period is over. 
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 Once the date is entered, either manually or using the calendar icon, click SAVE in the bottom right hand corner of the screen.   If you have different time periods you would set up multiple calendars (i.e. Monthly, Quarterly, Annually).    Once the date is entered, either manually or using the calendar icon, click SAVE in the bottom right hand corner of the screen.   If you have different time periods you would set up multiple calendars (i.e. Monthly, Quarterly, Annually).   
  
-{{:pasted:20240610-204402.png}}+{{:pasted:20240827-133635.png}}
  
-To add the Payment Dates, select a description by clicking the row which will highlight blue.  Then click the Add Payment Date button at the bottom of the screen. 
  
-{{:pasted:20170419-095510.png}}+-----
  
-Enter in the date or select a date using the calendar.  +**Open Items Management System**
  
-{{:pasted:20170419-095551.png}}+Client Request Tracking & Account Management Enhancement
  
-If you need to delete a calendar date, select the date by clicking the row.  Then click the Remove Payment Date at the bottom of the screen.  The button will be enabled once a payment date row is selected.  +A comprehensive open items tracking system has been implemented to centralize and monitor all outstanding client requests and initiatives. This system serves as the authoritative source for client engagement activities and supports strategic account management operations.
  
-{{:pasted:20170419-095838.png}}+**Centralized Request Management** 
 +  * Comprehensive Tracking: All outstanding client requests are systematically catalogued and monitored within a unified interface 
 +  * Historical Documentation: Complete audit trail of request lifecycle from initiation to resolution 
 +  * Cross-Functional Visibility: Enables organization-wide transparency of client engagement activities
  
-Remember to click Save after making any changes.+**Progress Monitoring & Updates** 
 +  * Real-Time Status Tracking: Continuous monitoring of progress updates for each open item 
 +  * Milestone Documentation: Systematic recording of key developments and status changes 
 +  * Accountability Framework: Clear ownership and responsibility assignment for all tracked items
  
-The Executed column is non-editable and will be automatically updated when the process runs.+**Client Communication Support** 
 +  * PowerPoint Integration: Direct data source for client call presentations and executive reporting 
 +  * Meeting Preparation: Streamlined preparation process for client engagement sessions 
 +  * Professional Documentation: Consistent formatting and presentation of client-facing materials
  
-{{:pasted:20170419-095939.png}}+**Account Management Optimization** 
 +  * Complete Visibility: Ensures all Account Manager initiatives are properly documented and tracked 
 +  * Resource Allocation: Facilitates informed decision-making regarding resource deployment 
 +  * Performance Metrics: Enables measurement of response times and resolution effectiveness
  
 +**Administrative Access Requirements**
 +  * Role-Based Permissions: Access to the Open Items List requires administrative privileges within user role configuration
 +  * Security Compliance: Ensures sensitive client information is accessible only to authorized personnel
 +  * Data Governance: Maintains appropriate access controls while enabling operational efficiency
  
 +**Enhanced Client Service**
 +  * Proactive Management: Systematic tracking prevents items from being overlooked or delayed
 +  * Improved Response Times: Centralized visibility enables faster issue identification and resolution
 +  * Client Satisfaction: Demonstrates organizational commitment to addressing client needs
 +
 +**Internal Process Improvements**
 +  * Workflow Standardization: Consistent approach to request management across all client accounts
 +  * Communication Enhancement: Improved coordination between Account Managers and support teams
 +  * Strategic Planning: Data-driven insights for account strategy development and resource planning
 +
 +**Implementation Notes**
 +  * Access Verification: Users requiring access should confirm administrative permissions are properly configured within their role settings
 +  * Training Resources: Comprehensive documentation and training materials available for authorized users
 +  * Support Channels: Dedicated support available for system navigation and functionality questions
 +
 +{{:pasted:20250918-190651.png}}
 ----- -----
 +**Added visibility in Admin to some of the backend client settings**
 +
 +Toggles to be able to see some of the settings that are set behind the scenes are now visible with the UI. 
 +
 +{{:pasted:20250918-182606.png}}
 +{{:pasted:20250918-182639.png}}
 +
 +{{:pasted:20250918-182818.png}}
 +
 +{{:pasted:20250918-182843.png}}
 +
 +{{:pasted:20250918-182948.png}}
 +
 +{{:pasted:20250918-183013.png}}
  
client_settings.1718052365.txt.gz · Last modified: 2024/06/10 20:46 by tina.robles

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