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client_settings [2024/08/26 18:12] – tina.roblesclient_settings [2026/10/19 18:36] (current) – tina.robles
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 **Reporting - Admin** **Reporting - Admin**
  
-{{:pasted:20240826-180445.png}}+{{pasted:20261019-174813.png}}
  
  
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 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:20240826-180633.png}}+{{:pasted:20250918-190826.png}}
  
 ----- -----
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 When checked, this setting allows users entering contracts to request a new Operator company.  If unchecked, the option to create a new operator is disabled. When checked, this setting allows users entering contracts to request a new Operator company.  If unchecked, the option to create a new operator is disabled.
 +
 +__Sales Enablement on/off flag__
 +
 +This feature does require other setup as well to ensure delivery and reporting feature is on within Sales Enablement.  
 +Interested?  Ask your Account Manager and we can set up a demo for you!
 +
 ----- -----
 **Contract** **Contract**
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 __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. 
 +
 +__Off Invoice and Autopay__:  these fields are not editable and are used for information only
  
 ----- -----
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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.  
 +
 +Client's using the OLD accrual process will have the Accrual tab but the Reporting tab will be grayed out.
 +
 +{{:pasted:20260727-132843.png}}
 +
 +----
 +**Reporting**
 +
 +{{:pasted:20240827-132215.png}}
 +
 +----
 +**Deduction**
 +
 +{{:pasted:20240827-132329.png}}
 +
 +These are settings you can update to increase auto matching from claim to deduction.  
 +
 +__Deduction auto matching enhancements__
 +
 +●Exclusions can now be configured for the "strip alpha" rules located in Admin → Client Setup → Deduction. Previously, enabling the strip alpha setting created duplicate invoice numbers for distributors like Reinhart and Kehe when alpha characters were removed.
 +
 +●This enhancement allows clients to enable the strip alpha setting while excluding specific distributors to preserve unique invoice identifiers.
 +
 +o While Reinhart recently updated their claim backup format, this exclusion capability remains beneficial for historical deductions and other customers. Setup and configuration will be handled directly by your dedicated TELUS team.
 +
 +{{pasted:20261019-182913.png}}
 +
 +__Deduction Auto Create__
 +
 +●The automated process for creating claims from deductions has been enhanced with a user interface view, enabling authorized users to inspect the active rule configurations directly within TPM.
 +
 +o A new role permission has been introduced in TPM: Admin - Client Setup - Auto Claim Create Rules (available with View and Edit permissions).
 +
 +o Navigation: Navigate to Admin → Client Setup → Auto Claim Create Rules.
 +
 +●Your dedicated TELUS team will manage and configure these setup rules across all manufacturers.
 +
 +{{pasted:20261019-183022.png}}
  
 +
 +-----
 +**Bots**
 +
 +This new tab is role based. Only users with specific access will have use of this feature. This tab shows all bot setups including the URL, user name and active indicator.
 +
 +This tab will allow the user to add a new portal, update the login, update the password and update the active indicator.
 +
 +To add a new portal, click Add Bot
 +{{:pasted:20260427-195921.png}}
 +
 +Fill in the required information
 +{{:pasted:20260427-195958.png}}
 +
 +To update a bot, double click on the line that needs to be updated
 +
 +**Bots & Portal Rules**
 +
 +Bots settings have been relocated from Admin → Client Settings into a dedicated Bots configuration screen.
 +
 +A new Portal tab is now available, displaying the specific rules defined for each portal.
 +
 +Please note: This administrative screen will be managed by the TELUS team. To access this screen, users require either a View or Edit access role.
  
 ----- -----
 **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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 **Claim Rate Scale:** Enter in a value from 0-6 to determine the number of decimal places to show for rates on a claim.  This count of decimal places defined here will show for the Calculated Rate, Requested Rate and Allowed Rate columns on the claim. **Claim Rate Scale:** Enter in a value from 0-6 to determine the number of decimal places to show for rates on a claim.  This count of decimal places defined here will show for the Calculated Rate, Requested Rate and Allowed Rate columns on the claim.
 +
 +**Off Invoice Claim Creation:** If checked, the client has claims auto-generated using off invoice contracts.
 +
 +**Eclaim:**-If checked, the client allows claims created via the eclaim process.
 +
 ----- -----
  
 **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}}
  
  
 ----- -----
 +
 +**Open Issues Management System**
 +
 +Client Request Tracking & Account Management Enhancement
 +
 +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.
 +
 +**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
 +
 +**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
 +
 +**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
 +
 +**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}}
 +
 +-----
 +
 +**Feeds**
 +
 +The new Data Feeds tab provides a consolidated view of all inbound and outbound feeds. The interface displays comprehensive metadata for each feed, including File Name, File Extension, File Delimiter, Total Columns, Active Indicator, Report Recipient(s), Email Subject, Email Message, and Last Loaded Date.
 +
 +**System Functionality and Requirements:**
 +
 +  * **Access Control:** Access to this screen is strictly role-based and requires specific user permissions.
 +  * **Note Management:** Users are able to add contextual notes to this screen.
 +  * **Parameter Editing:** Double-clicking a row within the feed grid allows users to modify certain fields: Email Flag, Primary Recipient (Email To), Secondary Recipient (Email CC), Email Subject, and Email Message.
 +  * **Feed Status Management:** Activation or deactivation of a data feed necessitates submitting a formal request ticket to the Development team via your assigned Account Manager.
 +
 +{{:pasted:20260428-192032.png}}
 +
 +{{:pasted:20260428-192110.png}}
 +
 +**Inbound/Outbound Feed Setup & Scheduling – CLIENT REQUEST/TELUS REQUEST**
 +
 +We are pleased to introduce enhancements to the Admin Inbound/Outbound Feed screens, designed to provide greater direct control over your data management. Users can now set up and configure inbound and outbound data feeds independently, eliminating the need to submit requests through an Account Manager or TELUS IT. Additionally, outbound feeds can now be executed on an ad-hoc basis or scheduled for a future one-time run, streamlining the setup process and providing immediate operational flexibility.
 +
 +●Turn on /off – The ability to turn on or off Feeds. File type options for outbound are in .psv or .csv format.
 +
 +●Feed Scheduling - Run an Ad hoc feed on the fly or schedule for a feed to be sent for a future date/time.
 +
 +How is this managed?  
 +
 +Navigate to Admin→Client Setup→Feeds screen. 
 +
 +●Important Note: In order to access this screen as a user you will need Feed (View) access and to Feeds (Edit) for managing the feeds.
 +
 +●There are three tabs when you access this screen to view: Inbound Feeds, Outbound Feeds, Outbound Feeds Scheduler (New)
 +
 +●Inbound Feeds – This new feature allows for you to turn on feeds that you will now be sending to TELUS via the FTP.
 +
 +●In the bottom grid, select the feed you want to enable to open the configuration pop-up. Check the Active Indicator and specify the file format (.psv or .csv) to be sent to TELUS. 
 +
 +●To receive confirmation emails when new files are loaded from the FTP server, check the Email Flag and enter the target email address in the Email To: field.
 +
 +{{pasted:20261019-175414.png}}
 +
 +Outbound Feeds – This new feature allows you to  turn a feed on or off on this tab. 
 + 
 +●There is a new active indicator on all feeds listed on this tab, you can turn any feed on or off using this new field.
 +
 +●On the bottom grid, double click on any feed you want to turn off or on.  Then click the Active Indicator.  Check mark means it is on, no check mark means it is off. 
 +
 +●If you would like a copy of the file, set up the Email Flag and the Email To with the distribution list on where it needs to be sent to.
 +
 +{{pasted:20261019-175527.png}}
 +
 +Outbound Feeds Scheduler – this is the new tab. Schedule your feed to run now or in the future one time.
 +
 +●NOTE: This phase only allows this  list of feeds to be scheduled: 1051, 1053, 1060, 1064, 1080.  The rest of the outbound feeds will be updated to allow for scheduling in the next sprint.
 +
 +●All standard feeds are listed, whether active or inactive.  You can run an active feed at any time that you need, or you can schedule a feed. 
 +
 +●To do this, click on any active feed you want to run or schedule.  Once selected, the feed scheduler will appear on the right side of the screen to update. 
 +
 +●To run now simply click the “Run Now” button.
 +
 +●To schedule the adhoc feed,  add the date and time you want to run it, choose your time zone.  Then click schedule.  This will send an extra data feed at this scheduled time, but will not interfere with any existing outbound feed schedule.
 +
 +{{pasted:20261019-175642.png}}
 +
  
client_settings.1724695920.txt.gz · Last modified: by tina.robles
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