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training_videos [2023/08/03 12:11] – created lisa.maloney | training_videos [2024/02/20 15:50] (current) – tina.robles | ||
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- | **Training Videos** | + | ====== |
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See the attached videos for additional information. | See the attached videos for additional information. | ||
- | __Amending a Contract__ | + | ===== Pending Reasons ===== |
- | https:// | + | |
+ | **Calculated Rate Zero** | ||
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+ | https:// | ||
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+ | **Contract Version Missing Sku** | ||
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+ | https:// | ||
+ | **Event Date Mismatch** | ||
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+ | https:// | ||
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+ | **Explicit Contract Rate Zero** | ||
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+ | https:// | ||
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+ | **Growth Period Incomplete** | ||
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+ | https:// | ||
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+ | **Ineligible Claimant or Ineligible Distributor** | ||
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+ | https:// | ||
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+ | **Ineligible Event** | ||
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+ | https:// | ||
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+ | **Ineligible Sku** | ||
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+ | https:// | ||
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+ | **Missing Line Item Distributor** | ||
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+ | https:// | ||
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+ | **Missing Manufacturer Sku** | ||
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+ | https:// | ||
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+ | **Missing Price** | ||
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+ | https:// | ||
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+ | **Missing UOM Conversion** | ||
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+ | https:// | ||
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+ | **Multiple Events** | ||
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+ | https:// | ||
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+ | **Negative Rates** | ||
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+ | https:// | ||
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+ | **No Contract** | ||
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+ | https:// | ||
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+ | **Out of Time Frame** | ||
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+ | https:// | ||
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+ | **Overspent Event** | ||
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+ | https:// | ||
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+ | **Possible Duplicate** | ||
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+ | https:// | ||
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+ | **Requested Amount Greater Than Calculated** | ||
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+ | https:// | ||
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----- | ----- | ||
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+ | ===== Resolving Pending Claims ===== | ||
+ | |||
+ | |||
+ | **Amending a Contract** | ||
+ | |||
+ | https:// | ||
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+ | **Editing Claim Data to Clear a Pend** | ||
+ | |||
+ | https:// | ||
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+ | **Linking a Contract to a Claim** | ||
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+ | https:// | ||
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+ | **Mass Recalc** | ||
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+ | https:// | ||
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+ | **Overrides** | ||
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+ | https:// | ||
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+ | **Rejecting** | ||
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+ | https:// | ||
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+ | **Splitting Claims** | ||
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+ | https:// | ||
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+ | ----- | ||
+ | |||
+ | =====Contract Basics===== | ||
+ | |||
+ | |||
+ | **Contract Basics-Family Information Action Buttons** | ||
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+ | https:// | ||
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+ | **Contract Basics-Claims Tab** | ||
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+ | https:// | ||
+ | |||
+ | **Contract Basics-Client Defined Fields CDFs** | ||
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+ | https:// | ||
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+ | **Contract Basics-Contact Tab** | ||
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+ | https:// | ||
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+ | **Contract Basics-Family Information Contract Title** | ||
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+ | https:// | ||
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+ | **Contract Basics-Family Information Contract Type** | ||
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+ | https:// | ||
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+ | **Contract Basics-Family Information Cost Basis** | ||
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+ | https:// | ||
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+ | **Contract Basics-Date Information** | ||
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+ | https:// | ||
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+ | **Contract Basics-Distributor Tab** | ||
+ | |||
+ | https:// | ||
+ | |||
+ | **Contract Basic-Version Info** | ||
+ | |||
+ | https:// | ||
+ | |||
+ | **Contract Basics-Letters Tab** | ||
+ | |||
+ | https:// | ||
+ | |||
+ | **Contract Basics-Lumpsum Tab** | ||
+ | |||
+ | https:// | ||
+ | |||
+ | **Contract Basics-History Tab** | ||
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+ | https:// | ||
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+ | **Contract Basics-Notes & Attachments Tab** | ||
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+ | https:// | ||
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+ | **Contract Basics-Growth Tab** | ||
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+ | https:// | ||
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+ | **Contract Basics-Non Editable Fields** | ||
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+ | https:// | ||
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+ | **Contract Basics-Exposure Tab** | ||
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+ | https:// | ||
+ | |||
+ | **Contract Basics-Product Tab part 1** | ||
+ | |||
+ | https:// | ||
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+ | **Contract Basics-Product Tab part 2** | ||
+ | |||
+ | https:// | ||
+ | |||
+ | **Contract Basics-Mass Update** | ||
+ | |||
+ | https:// | ||
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+ | **Contract Basics-Show purchases** | ||
+ | |||
+ | https:// | ||
+ | |||
+ | **Contract Basics-Termination Info** | ||
+ | |||
+ | https:// | ||
+ | |||
+ | **Contract Basics-Back-out and Exclusions** | ||
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+ | https:// | ||
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+ | **Contract Basics-Accrual Reporting** | ||
+ | |||
+ | Old Process- https:// | ||
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+ | New Process- | ||
+ | |||
+ | **Contract Basics-Action Buttons** | ||
+ | |||
+ | https:// | ||
+ | |||
+ | |||
+ | |||