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| how_the_whole_deduction_process_works [2025/09/25 18:07] – tina.robles | how_the_whole_deduction_process_works [2025/09/25 18:11] (current) – tina.robles | ||
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| __HOW TO RUN THE REPORT__ | __HOW TO RUN THE REPORT__ | ||
| - | - From the navigation pane go to the ReportingDeductionRebill Collected Report | + | 1. From the navigation pane go to the ReportingDeductionRebill Collected Report |
| - | - Apply Filters (Optional) You can run the report with no filters or use any combination of the following: | + | 2. Apply Filters (Optional) You can run the report with no filters or use any combination of the following: |
| * Check Number | * Check Number | ||
| * Deduction Number | * Deduction Number | ||
| Line 145: | Line 145: | ||
| * Contract Title | * Contract Title | ||
| - | - Click " | + | 3. Click " |
| + | |||
| + | __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/ | ||
| + | |||
| + | Detail Tab | ||
| + | |||
| + | Contains comprehensive information for each deduction: | ||
| + | |||
| + | * Identification: | ||
| + | * Financial Data: Invoice numbers, check numbers, requested amounts, open amounts | ||
| + | * Contract Information: | ||
| + | * 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 " | ||
| + | * This field can be updated two ways: | ||
| + | 1. Manual Entry: Manufacturers can manually enter values on individual deductions | ||
| + | |||
| + | 2. 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. | ||