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--- how_the_whole_deduction_process_works [2025/09/25 17:36] – tina.robles
+++ how_the_whole_deduction_process_works [2025/09/25 18:11] (current) – tina.robles
@@ Line 2: / Line 2: @@
 __
-Your ERP system most likely holds the information on all your open deductions with distributors.  If you can send a file of all your open deductions, then the Deduction Module within GoSimple can help clear some.
+Your ERP system most likely holds the information on all your open deductions with distributors.  If you can send a file of all your open deductions, then the Deduction Module within TELUS can help clear some.
 Here's why.
@@ Line 8: / Line 8: @@
 When you as the manufacturer set up deviated programs with operators, the distributor is the one who has to give the operator the case at a lower price they normally would.  The distributor wants their money for that "billback" so they deduct it from an invoice you sent them when the distributor buys products.
-Those "billbacks" get entered into GoSimple so with the Deduction Module you'll be able to see an open deduction and also see what "billback" is involved to close the deduction.
+Those "billbacks" get entered into TELUS so with the Deduction Module you'll be able to see an open deduction and also see what "billback" is involved to close the deduction.
 -----
-__**Deduction Rebill Process**__
+__**DEDUCTION REBILL PROCESS**__
 When a claim or portion of a claim is identified as invalid and actioned accordingly, the deduction status automatically moves to "Rebillable." Our comprehensive TPM tool enables manufacturers to:
@@ Line 58: / Line 58: @@
 {{:pasted:20250925-173546.png}}
+{{:pasted:20250925-173658.png}}
+**DEDUCTION REPAY LETTER DOWNLOAD**
+{{:pasted:20250925-173830.png}}
+{{:pasted:20250925-173858.png}}
+{{:pasted:20250925-173934.png}}
+{{:pasted:20250925-174001.png}}
+**DEDUCTION REBILL REPORT**
+A comprehensive Rebill tracking report developed based on manufacturer feedback, the deduction rebill report addresses the need for efficient tracking of invalid deductions across all transactions. Our TPM tool generates a consolidated spreadsheet containing all rebillable deductions for streamlined distributor communication.
+Why Use This Report:
+  * Replace time-consuming individual letter downloads with one comprehensive file
+  * Provide customers with an organized overview of all invalid deductions
+  * Simplify the repayment request process through consolidated documentation
+  * Enhance professional communication while reducing administrative overhead
+This approach is highly recommended for distributor repayment requests, offering superior efficiency and clarity compared to traditional individual letter distribution.
+__HOW TO DOWNLOAD THE REPORT__
+{{:pasted:20250925-174415.png}}
+__HOW TO READ THE DEDUCTION REBILL REPORT__
+{{:pasted:20250925-174536.png}}
+{{:pasted:20250925-174617.png}}
+**TPM REBILL REQUEST TRACKING UPDATES**
+{{:pasted:20250925-174823.png}}
+{{:pasted:20250925-174848.png}}
+__COMPLETE - REBILLABLE / REBILL SENT REBILL REQUEST UPDATES__
+{{:pasted:20250925-174945.png}}
+__OPEN – REBILLABLE / REBILL SENT DEDUCTIONS__
+{{:pasted:20250925-175123.png}}
+{{:pasted:20250925-175145.png}}
+**UPDATING REBILL COLLECTED DATA**
+__UPDATING REPAID AMOUNTS (SINGULAR DEDUCTION)__
+{{:pasted:20250925-175933.png}}
+__UPDATING REPAID AMOUNTS (MULTIPLE DEDUCTIONS UNDER ONE CHECK)__
+{{:pasted:20250925-180037.png}}
+{{:pasted:20250925-180123.png}}
+{{:pasted:20250925-180153.png}}
+**Note:** If the deduction cannot be found, it may have been closed in TPM after the repayment was applied, which would remove it from the 1050 deduction feed. See below for instructions on viewing closed deductions.
+__VIEWING CLOSED DEDUCTIONS__
+{{:pasted:20250925-180352.png}}
+**REBILL COLLECTED REPORTING**
+The Deduction Rebill Collected Report helps identify collections on rebillable deductions and track repayment success rates.
+__HOW TO RUN THE REPORT__
+. From the navigation pane go to the ReportingDeductionRebill Collected Report
+. Apply Filters (Optional) You can run the report with no filters or use any combination of the following:
+  * Check Number
+  * Deduction Number
+  * Deduction Company Number
+  * Claimant Company Name
+  * Deduction Invoice Number
+  * Aged Days
+  * Deduction State
+  * Deduction Label
+  * Contract Sequence (Contract ID#)
+  * Contract Title
+. Click "Generate Report" to view the results
+__UNDERSTANDING THE REPORT RESULTS__
+Summary Tab
+Provides high-level collection data including:
+  * Deduction Company Name: The company associated with the deductions
+  * Deduction Year: Year the deductions occurred
+  * Total Rebill Collected: Sum of all collections for that company/year
+Detail Tab
+Contains comprehensive information for each deduction:
+  * Identification: Deduction number, dates (created/closed), state, company details
+  * Financial Data: Invoice numbers, check numbers, requested amounts, open amounts
+  * Contract Information: Family ID, title, version ID
+  * Collection Details: Rebill dollars collected, sent date, request number
+  * Rebate Breakdown: Requested, allowed, and recalculated amounts
+  * Additional Info: Aged days, deduction comments, claimant details
+__Important Notes__
+Data Population Requirements:
+  * The report only shows collections when the "rebill collected" field is populated on the deduction screen
+  * This field can be updated two ways:
+.	Manual Entry: Manufacturers can manually enter values on individual deductions
+.	Automated Feed: Via the 1057 Open Deduction CDF data feed
+**Best Practice**: Ensure the rebill collection amounts are consistently recorded to maintain accurate reporting and tracking of your collection success rates.

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