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--- client_settings [2026/10/19 15:54] – tina.robles
+++ client_settings [2026/10/19 18:36] (current) – tina.robles
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 **Reporting - Admin**
-{{pasted:20261019-155420.png}}
+{{pasted:20261019-174813.png}}
 __**Client Settings**__
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 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}}
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 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.
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 **Claim**
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 {{: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}}