User Tools
contract_template_-_edit
Differences
This shows you the differences between two versions of the page.
| Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
| contract_template_-_edit [2024/07/11 14:18] – tina.robles | 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. | 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. | 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: | 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:20190709-102639.png}} | + | |
| **Contract Types Available** - select which Contract Types can be created using this template. | **Contract Types Available** - select which Contract Types can be created using this template. | ||
| Line 70: | Line 68: | ||
| * 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. | * 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. | * 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 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. | + | * 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 |
| * 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: 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. | * NOTE: You must have access rights to the templates to setup this tolerance. | ||
contract_template_-_edit.1720707494.txt.gz · Last modified: 2024/07/11 14:18 by tina.robles
Page Tools
