Differences

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

--- contract_template_-_edit [2019/07/09 11:13] – lisa.maloney
+++ contract_template_-_edit [2024/08/27 14:09] (current) – tina.robles
@@ Line 3: / Line 3: @@
 Click on the Contract Template Admin menu option to view, edit and add Templates.
-{{:pasted:20181210-185447.png}}
+{{:pasted:20240827-140646.png}}
 To edit a template, select a template from the drop down then click the Edit button.
@@ Line 36: / Line 36: @@
 The contract header, pricing, approval options, and decimal setting display on the right side of the General tab:
-{{:pasted:20190709-102630.png}}
+{{:pasted:20240827-140901.png}}{{:pasted:20240827-140912.png}}
-{{:pasted:20190709-102639.png}}
 **Contract Types Available** - select which Contract Types can be created using this template.  One or many options can be selected.
@@ Line 66: / Line 64: @@
   * 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.
+**NEW time frame tolerance**- There is a new time frame tolerance within the template that applies to all contracts created using that template. This feature will help prevent claims from pending for out of time frame.
+  * This new feature will help reduce the need to guess what time frame your accounts are going to run a promotion by allowing a number of days tolerance in relation to your contract dates.
+  * Setting this tolerance up at the Template level will allow a claim to process as long as it's within your number of tolerance days from the dates on your contract.
+  * Example-You are offering Publix a deal for 1 week in May. You are not sure which week Publix is going to run that promotion, so you create a contract and pick the second week of May. Publix runs that deal the third week of May. PRIOR TO THIS ENHACEMENT – the claim would pend as out of time frame. To clear this either the contract must be updated to the proper dates or the claim would need to be manually updated to clear this pending. AFTER THIS ENHANCEMENT – if you were to add a 7-day tolerance on this template the claim would not pend as out of time frame, it will allow the claim because it is within 7 days of the contract time frame.
+  * NOTE:  Claims tied to terminated contracts pend as out of time frame today. That means this tolerance will also clear these pends as well. In the next quarter’s release, we will have a new pend reason for claims tied to terminated contracts to avoid this.
+  * NOTE:  You must have access rights to the templates to setup this tolerance.
+{{:pasted:20240711-141537.png}}
 **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.

Telus TPM Documentation

User Tools

Site Tools

Differences

Page Tools