Telus TPM Documentation

User Tools

Site Tools

Trace: • deduction_reports • home_page_widgets • accrual_process • terminating_a_contract • operator_requests • unmatched_grouping
contract_template_-_add

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Next revision		Previous revision
contract_template_-_add [2018/05/31 09:50] – created lisa.maloneycontract_template_-_add [2024/08/27 14:11] (current) – tina.robles
Line 3: Line 3:
 Click on the Contract Template Admin menu option to view, edit and add Templates. Click on the Contract Template Admin menu option to view, edit and add Templates.
  
-{{:pasted:20170517-164502.png}}+{{:pasted:20240827-141027.png}}
  
 To Add a new Template, click the New button. To Add a new Template, click the New button.
Line 9: Line 9:
 {{:pasted:20180531-094741.png}} {{:pasted:20180531-094741.png}}
  
-This will enable the Active checkbox, Template Description, and Template Code text boxes.  Click the Active checkbox so the template will be Active which will allow users to create contracts using this template.  If left unchecked no contracts can be created on the template.  Enter in the information.+This will enable the Active checkbox, Template Description, and Template Code text boxes.    
 + 
 +**Active** - if checked, the template is active and new contracts can be created on this template.  If unchecked, the template is inactive and new contracts cannot be created on this template. 
 + 
 +**Template Description** - this is the Template Name displayed on the Contract Header. 
 + 
 +**Template Code** - this is the code associated with the template. 
  
 {{:pasted:20180531-094922.png}} {{:pasted:20180531-094922.png}}
  
 Prior to clicking Save, information will need to be selected on the General tab and the Letters tab. Prior to clicking Save, information will need to be selected on the General tab and the Letters tab.
 +
 +__General Tab__
 +
 +The left side of the general tab does not need to be set up prior to clicking save.  This side contains filters for users and companies related to the template.  Each of the filter options correspond to one of the tabs on the template. If a Filter's Active box is checked, that means there are restrictions on that field on the template. 
 +
 +The recommendation is to first Save the new template (it can be made inactive during the create/edit process so users do not have access to create contracts) and then Edit the Template to set up the filters.  See Contract Template Admin - Edit for additional information on setting up filters.
 +
 +{{:pasted:20180531-095154.png}}
 +
 +The right side of the general tab is required in order to save the template.  This is where the allowed contract types, rebate types, contract approval policy, etc. are set up.  Select the boxes of the items to be allowed on the template.
 +
 +{{:pasted:20240827-141135.png}}{{:pasted:20240827-141147.png}}
 +
 +
 +**Contract Types Available** - select which Contract Types can be created using this template.  One or many options can be selected.
 +
 +**Cost Basis Types Available** - select which Cost Basis Types can be selected on contracts created using this template. One or many options can be selected.
 +
 +**Contract Rebate Methods Available** - select which Rebate Methods will be available on contracts created using this template.  One or many options can be selected.  Note that if only Direct is selected, if a contract is created with an operator contractee, no deviated pricing will be available for contracts created on that template.
 +
 +**Accrual Quantity Sources Available** - select how the accruals will be determined.  See below for accrual definitions.
 +
 +**Accrual Lumpsum Sources Available** - select how the lumpsum dollars will accrue.  
 +
 +  * Event Start Date will put all the accrual dollars for the lumpsum on the start date.  
 +  * Event End Date will put all the accrual dollars for the lumpsum on the end date.  
 +  * Lumpsum Spread will divide the accrual dollars evenly across the lumpsum timeframe.
 +  
 +
 +**Rebate Types Available** - select Numeric and/or Percent pricing to be available on contracts created using this template.
 +
 +**Rebate Value Types Available** - select which rebate value types will be available on contracts created using this template. 
 +
 +**Estimated Quantity Required** - check the Active box to require estimated volume on all contracts created using this template.  If the box is unchecked then entering estimated quantity on a contract is optional.
 +
 +**Preset Contract** - a preset contract can be selected so that when contracts are created using this template, the products, pricing, and other information is pre-filled and non-editable.  The preset contract must be from a different template than the current template.  **Note:** if the preset contract is amended, in order for new contracts to use that updated/active version, the template will need to be updated to use the updated version of the contract.  It does not happen automatically.
 +
 +**Date Range Type** - there are 3 options for date ranges on templates.  
 +  * Range - No Dates Entered: this will allow contracts to be created with any start and end date.
 +  * Range - Start and End Dates Entered: this will allow contracts to be created with start and end dates anywhere between the dates on the template.
 +  * Explicit - Start and End Dates Entered: this will force contracts created on that template to have the start date and end date as specified on the template and the user is unable to modify the contract dates.  
 +
 +
 +**Contract Approval Policy** - select an Approval Policy from the dropdown to apply to contracts created on this template.  This allows different approval processes to be set up on different templates.
 +
 +**Contract Value Numeric Decimal Scale** - enter a value from 0 - 6 in this textbox.  This value determines how many decimal places will be available on contract for either Fixed Rate or Fixed Price values.  For example, if 5 is selected a user can enter a contract rate of 1.25654.
 +
 +**Contract Value Percent Decimal Scale** - enter a value from 0 - 6 in this textbox.  This value determines how many decimal places will be available to enter on a percent on the contract.  For example, if 3 is entered, a user can enter a contract percent of 12.375% on the contract.
 +
 +__Accrual Definitions__:
 +
 +**Accruals always accrue at the contract/company/product/lumpsum level for a defined timeframe.  Lumpsums are always allocated to the contractee company (evenly split when there are multiple contractees or to the contractee group’s parent company if one is defined). See below for how the dollars are allocated to companies/products under the contract.** 
 + 
 +**NONE** – Do not pull in any quantity to accrue, so nothing will be accrued for this contract.
 +CUSTOM – Indicates that there is a custom accrual method set up for the manufacturer and it's not controlled by any of the accrual types listed.
 +
 +**CONTRACT ESTIMATE** – Uses the estimates defined on the contract as the quantity to accrue for.  Allocates the estimate evenly over the entire time frame of the contract to determine accrued dollars per period.  Allocate each product evenly over the contract period divided evenly by each contractee company (if a group or aggregate).
 +
 +**CLAIM TRAILING AVERAGE** –Past periods use actual claim volume/dollars while future periods use an average from a defined trailing period with an optional gap period…e.g. Gap 2 months back and take the previous 6 months claim actuals average.  Dollars are allocated to the distributor of each paid claim line item, or if there is no captured distributor, then they will be allocated to the claimant company.
 +
 +**CLAIM ACTUALS ONLY** – This option will not accrue for future periods, it just accrues based on the claim actuals for the past periods.  Dollars are allocated to the distributor of each paid claim line item, or if there is no captured distributor, then they will be allocated to the claimant company.
 +
 +**DISTRIBUTOR SALES** – Uses the sales data for a period as the quantity to accrue in the past, then similar to claim trailing average, uses a gapped trailing average to project future periods.  Dollars are allocated to the company on the sale unless the contractee is a group with a parent company, in which case they are allocated to the parent company.
 +
 +
 +__Letters Tab__
 +
 +Choose the letter(s) which will be available for contracts created on the selected template.  A list of all Contractee letters and Distributor Billback letters defined for the client will display for selection.  In order to save the template, at least one Contractee letter must be selected.
 +
 +{{:pasted:20180531-095441.png}}
 +
 +Once that information is entered, click Save to save the template.  
 +
 +See Contract Template Admin - Edit for information on setting up the Filters on a template.
 +
 +
contract_template_-_add.1527760234.txt.gz · Last modified: 2018/05/31 09:50 by lisa.maloney

Page Tools

Donate Powered by PHP Valid HTML5 Valid CSS Driven by DokuWiki