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company_set_up
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| Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
| company_set_up [2021/03/22 10:42] – lisa.maloney | company_set_up [2026/07/10 18:17] (current) – tina.robles | ||
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| The application provides the ability to link distributors together that cross ship product. | The application provides the ability to link distributors together that cross ship product. | ||
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| + | Deduction Interval is used to identify if claims for the Company should be transacted as a check or a deduction. Examples include: | ||
| + | • 0 days (this would indicate a deduction should transact unless the payment configuration is changed at the claim level) | ||
| + | • 1000 years (this would indicate a check will transact unless the payment configuration is changed at the claim level) | ||
| + | • 30 days (this would indicate a check will transact if the invoice is within 30 days of the invoice date, after 30 days it will transact as a deduction unless the payment configuration is changed at the claim level) | ||
| + | • 60 days (this would indicate a check will transact if the invoice is within 60 days of the invoice date, after 60 days it will transact as a deduction unless the payment configuration is changed at the claim level) | ||
| + | |||
| The Deduction Contact Email is used to contact distributors related to Deductions. | The Deduction Contact Email is used to contact distributors related to Deductions. | ||
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| Companies can be setup so when eclaims are created, they can auto submit and/or auto approve. | Companies can be setup so when eclaims are created, they can auto submit and/or auto approve. | ||
| + | The Sales Enablement Send Backup flag is for clients that purchased the operator insights and white space reporting in Sales Enablement. | ||
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| Don't forget to click Save after editing or adding a company row. | Don't forget to click Save after editing or adding a company row. | ||
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| + | ----- | ||
| + | __**Autopay Letter**__ | ||
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| + | Scheduler will run 1x a day to trigger auto pay letter sending after the transaction is completed in the claim | ||
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| + | Autopay email trigger is moved to the submit button | ||
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| + | Within company admin, Autopay Fields tab | ||
| + | * Two new fields for the autopay contract email were added | ||
| + | * Autopay Contact email and Autopay MFG contact email | ||
| + | * If information is within this field when the autopay process is used an email will be sent with the autopay letter upon completion of the claims created from this process. | ||
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| + | {{: | ||
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company_set_up.1616409735.txt.gz · Last modified: 2021/03/22 10:42 by lisa.maloney
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