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client_settings [2024/08/26 18:12] – tina.roblesclient_settings [2024/09/10 10:52] (current) – tina.robles
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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.  
  
  
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 **Claim** **Claim**
  
-{{:pasted:20240826-181132.png}}+{{: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:20240827-133104.png}}
- +
-{{:pasted:20160510-185600.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}}
  
  
 ----- -----
  
client_settings.1724695920.txt.gz · Last modified: 2024/08/26 18:12 by tina.robles

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