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match_deductions [2024/10/09 11:20] – tina.roblesmatch_deductions [2026/07/10 17:56] (current) – tina.robles
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 1. When the deduction number matches the invoice deduction number hint, add a score of 2. 1. When the deduction number matches the invoice deduction number hint, add a score of 2.
  
-2. When the case-insensitive deduction distributor invoice number is CONTAINED inside the invoice number, add a score of 2.+2. When the case-insensitive deduction distributor invoice number is equal to the invoice number, add a score of 2.
  
 3. When the deduction distributor invoice number matches invoice deduction number hint, add a score of 1. 3. When the deduction distributor invoice number matches invoice deduction number hint, add a score of 1.
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 NOTE: If the Deduction Label is Rebill Sent or Not Paid at GoSimple - Working, clicking the Deduction Maintenance button will NOT update the label on those deductions. NOTE: If the Deduction Label is Rebill Sent or Not Paid at GoSimple - Working, clicking the Deduction Maintenance button will NOT update the label on those deductions.
 +
 +**Enhanced Deduction Processing: Implementation of Bulk Matching Capability**
 +
 +A new multi-claim matching functionality has been implemented within the deduction interface.
 +  * Feature Activation:  A dedicated bulk matching button becomes active when multiple claims are selected in the left panel
 +  * Efficiency Enhancement:  Enables simultaneous matching of multiple claims to a single deduction through a streamlined, one-click process
 +
 +This enhancement significantly improves processing efficiency for complex deduction scenarios requiring multiple claim associations.
 +
 +{{:pasted:20241220-202235.png}}
  
 ----- -----
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 ----- -----
  
 +**Deduction Management Enhancement: Reopen Functionality**
 +
 +A new deduction reopening capability has been implemented exclusively for incremental clients, providing authorized users with the ability to reactivate previously closed deductions through an enhanced user interface.
 +
 +__Access Requirements__
 +
 +**User Authorization**
 +  * Role-Based Access: Users must possess the designated role permissions for deduction reopening functionality
 +  * Client Type Restriction: Feature availability limited to incremental client configurations only
 +
 +**Data Prerequisites**
 +  * Incremental Feed Requirement: Active incremental deduction feed must be configured (new deductions only)
 +  * Closed Deduction Status: Target deductions must be in "Closed" status to qualify for reopening
 +
 +__User Workflow & Navigation__
 +
 +**Step-by-Step Process**
 +1. Access Deduction Interface
 +  * Navigate to the deduction management screen
 +  * Click "Reload Deductions" to refresh the current dataset
 +
 +2. Filter Configuration
 +  * Modify Deduction Active State filter to "Closed"
 +  * System displays all closed deductions available for review
 +
 +3. Deduction Selection
 +  * Select the specific deduction requiring reopening
 +  * System validates user permissions and deduction eligibility
 +
 +4. Reopen Execution
 +  * "REOPEN Deduction" button becomes available for qualified deductions
 +  * Click to initiate the reopening process
 +  * System updates deduction status and audit trail
 +
 +**Feature Constraints**
 +  * Client Scope: Incremental clients exclusively
 +  * Feed Dependency: Requires active incremental deduction feed configuration
 +  * Permission Validation: Real-time role verification before button activation
 +
 +**System Behavior**
 +  * Dynamic Button Display: Reopen button appears only when all eligibility criteria are satisfied
 +  * Status Management: Automated status transition from "Closed" to "Active"
 +  * Audit Compliance: Complete action logging for regulatory and operational tracking
 +
 +**Business Benefits**
 +  * Operational Flexibility: Enables correction of prematurely closed deductions
 +  * Process Efficiency: Streamlined workflow for deduction lifecycle management
 +  * Compliance Support: Maintains audit trail integrity while providing necessary operational controls
 +  * User Experience: Intuitive interface design with role-appropriate functionality
 +
 +**Security & Compliance**
 +  * Access Control: Role-based permissions ensure appropriate user authorization
 +  * Data Integrity: Systematic validation prevents unauthorized or inappropriate reopening actions
 +  * Audit Trail: Comprehensive logging of all reopening activities for compliance reporting
 +
 +{{:pasted:20250918-181453.png}}
 +
 +{{:pasted:20250918-181520.png}}
 +
 +**__Inoperative Match__**
 +
 +Inoperative Match is a feature available on the Match Deduction screen that enables users to link claims to deductions for reporting and reconciliation purposes without generating a clearing payment. 
 +
 +This functionality was specifically designed for manufacturers that have migrated into TPM Midmarket from external systems and are managing partially cleared deductions with historical claim data. To use Inoperative Match, your organization must meet these requirements: you have migrated into TPM Midmarket from an external system; you have partially cleared deductions where only the outstanding balance (not the original amount) can be transmitted into TPM Midmarket; and you have historical claim data loaded with a claim recalculation amount that clearly corresponds to the deduction amount.
 +
 +The button is located on the top left-hand side of the screen under the Claims section. However, by design, it remains hidden. If your organization meets the requirements noted above, click the gear icon, select Column Settings, and check the Inoperative checkbox to display the button.
 +
 +{{:pasted:20260710-175404.png}}
 +
 +How It Works
 +
 +Inoperative Match allows manufacturers to connect claims to deductions for the outstanding balance while preventing duplicate or incorrect payments. Rather than sending a clearing feed, this match type creates a reporting link between the claim and deduction—ensuring accurate reconciliation and visibility across the system.
 +
 +Key Benefits
 +
 +Claim Visibility: Claims are no longer left unmatched; they are linked to their corresponding deductions for clear reporting.
 +Accurate Reporting: The claim-to-deduction relationship is recorded, enabling proper audit trails and reconciliation.
 +Rebillable Status: The deduction automatically enters a rebillable state, allowing manufacturers to request repayment from distributors for any invalid or outstanding amounts.
 +No Duplicate Payments: Since no clearing feed is issued, there is no risk of double-paying or sending incorrect amounts through the system.
 +Example
 +
 +An invoice totals $10,000 with claims loaded for the full amount. However, $2,500 is disallowed by the distributor. The deduction records $2,500 as boththe original and open amount. Using Inoperative Match, the claim(s) are matched to the deduction for the recalculated claim amount. This establishes the claim-to-deduction link for reporting purposes and positions the deduction as rebillable—enabling the manufacturer to initiate a repayment request from the distributor for the $2,500 outstanding balance.
  
  
  
match_deductions.1728472824.txt.gz · Last modified: 2024/10/09 11:20 by tina.robles

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