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match_deductions
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| Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
| match_deductions [2025/09/18 18:16] – tina.robles | match_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 | + | 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. | ||
| Line 226: | Line 226: | ||
| **Step-by-Step Process** | **Step-by-Step Process** | ||
| - | + | 1. Access Deduction Interface | |
| - | - Access Deduction Interface | + | |
| * Navigate to the deduction management screen | * Navigate to the deduction management screen | ||
| * Click " | * Click " | ||
| - | - Filter Configuration | + | 2. Filter Configuration |
| * Modify Deduction Active State filter to " | * Modify Deduction Active State filter to " | ||
| * System displays all closed deductions available for review | * System displays all closed deductions available for review | ||
| - | - Deduction Selection | + | 3. Deduction Selection |
| * Select the specific deduction requiring reopening | * Select the specific deduction requiring reopening | ||
| * System validates user permissions and deduction eligibility | * System validates user permissions and deduction eligibility | ||
| - | - Reopen Execution | + | 4. Reopen Execution |
| * " | * " | ||
| * Click to initiate the reopening process | * Click to initiate the reopening process | ||
| Line 268: | Line 267: | ||
| {{: | {{: | ||
| + | |||
| + | **__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: | ||
| + | |||
| + | 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. | ||
| + | |||
| + | {{: | ||
| + | |||
| + | 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. | ||
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match_deductions.1758219372.txt.gz · Last modified: 2025/09/18 18:16 by tina.robles
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