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training_videos

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training_videos [2023/08/03 12:13] – lisa.maloneytraining_videos [2024/02/20 15:50] (current) – tina.robles
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-**Training Videos**+====== Training Videos ======
  
-See the attached videos for additional information. 
  
-__Amending a Contract__ 
  
-https://youtu.be/kTNZxT9-rwc +See the attached videos for additional information.
-  +
------+
  
-**Resolving Pending Claims**+===== Pending Reasons =====
  
-__Calculated Rate Zero__+ 
 +**Calculated Rate Zero**
  
 https://youtu.be/BPCERc01rlw https://youtu.be/BPCERc01rlw
 +
 +**Contract Version Missing Sku**
 +
 +https://youtu.be/1Gn65VR2XD0
    
-__Event date mismatch__+**Event Date Mismatch**
  
 https://youtu.be/Hxy8-jaGPGk https://youtu.be/Hxy8-jaGPGk
    
-__Explicit Contract Rate Zero__+**Explicit Contract Rate Zero**
  
 https://youtu.be/j-uWEqMi27k https://youtu.be/j-uWEqMi27k
    
-__Growth Period Incomplete__+**Growth Period Incomplete**
  
 https://youtu.be/rdv2rcIzpos https://youtu.be/rdv2rcIzpos
    
-__Ineligible claimant or Ineligible Distributor__+**Ineligible Claimant or Ineligible Distributor**
  
 https://youtu.be/1mR24DUW95Q https://youtu.be/1mR24DUW95Q
    
-__Ineligible Event__+**Ineligible Event**
  
 https://youtu.be/urKf7QlcUJo https://youtu.be/urKf7QlcUJo
    
-__Ineligible Sku__+**Ineligible Sku**
  
 https://youtu.be/eipDlihzb9Y https://youtu.be/eipDlihzb9Y
    
-__Missing line item distributor__+**Missing Line Item Distributor**
  
 https://youtu.be/JKMmLjznqXA https://youtu.be/JKMmLjznqXA
 +
 +**Missing Manufacturer Sku**
 +
 +https://youtu.be/u_RS0kvoLi8
 +
 +**Missing Price**
 +
 +https://youtu.be/MRtbbpWkS7A
 +
 +**Missing UOM Conversion**
 +
 +https://youtu.be/OIsfhbe0iIg
 +
 +**Multiple Events**
 +
 +https://youtu.be/-FX-vhvps9o{}
 +
 +**Negative Rates**
 +
 +https://youtu.be/EZfViuqF2II
 +
 +**No Contract**
 +
 +https://youtu.be/kTR9yH51sT0
 +
 +**Out of Time Frame**
 +
 +https://youtu.be/7SSJz6d1on0
 +
 +**Overspent Event**
 +
 +https://youtu.be/-Tjo8tCqGUY
 +
 +**Possible Duplicate**
 +
 +https://youtu.be/X79x83otQbw
 +
 +**Requested Amount Greater Than Calculated**
 +
 +https://youtu.be/nrTgtygqZ78
 +
 +
 +-----
 +
 +
 +===== Resolving Pending Claims =====
 +
 +
 +**Amending a Contract**
 +
 +https://youtu.be/kTNZxT9-rwc
 +
 +**Editing Claim Data to Clear a Pend**
 +
 +https://youtu.be/Dd6VPe2_3Pw*
 +
 +**Linking a Contract to a Claim**
 +
 +https://youtu.be/4xu662oDTak
 +
 +**Mass Recalc**
 +
 +https://youtu.be/hMmHhJLSRy4
 +
 +**Overrides**
 +
 +https://youtu.be/VMqe3kAGLAk
 +
 +**Rejecting**
 +
 +https://youtu.be/CuO4G87DVBo
 +
 +**Splitting Claims**
 +
 +https://youtu.be/6npNRMwpYTg
 +
 +-----
 +
 +=====Contract Basics=====
 +
 +
 +**Contract Basics-Family Information Action Buttons**
 +
 +https://youtu.be/Othvy2F-p-c
 +
 +**Contract Basics-Claims Tab**
 +
 +https://youtu.be/7ClQJwbTYM0
 +
 +**Contract Basics-Client Defined Fields CDFs**
 +
 +https://youtu.be/Hf31sFqpevc
 +
 +**Contract Basics-Contact Tab**
 +
 +https://youtu.be/UJE6J-X8mVQ
 +
 +**Contract Basics-Family Information Contract Title**
 +
 +https://youtu.be/RdJ9iODE3zY
 +
 +**Contract Basics-Family Information Contract Type**
 +
 +https://youtu.be/uxE_xdPOPRs
 +
 +**Contract Basics-Family Information Cost Basis**
 +
 +https://youtu.be/mU4fBSJWP-s
 +
 +**Contract Basics-Date Information**
 +
 +https://youtu.be/DUqm005DZzA
 +
 +**Contract Basics-Distributor Tab**
 +
 +https://youtu.be/mF1L6skusug
 +
 +**Contract Basic-Version Info**
 +
 +https://youtu.be/ld-lINGp0D4
 +
 +**Contract Basics-Letters Tab**
 +
 +https://youtu.be/zSMrFOmeA2Q
 +
 +**Contract Basics-Lumpsum Tab**
 +
 +https://youtu.be/ES8ZOKeH6Ac
 +
 +**Contract Basics-History Tab**
 +
 +https://youtu.be/wSq0_A0t1Ps
 +
 +**Contract Basics-Notes & Attachments Tab**
 +
 +https://youtu.be/R-l39ZZqKNQ
 +
 +**Contract Basics-Growth Tab**
 +
 +https://youtu.be/VB1WIvagyvs
 +
 +**Contract Basics-Non Editable Fields**
 +
 +https://youtu.be/gnPIYkoNMKE
 +
 +**Contract Basics-Exposure Tab**
 +
 +https://youtu.be/dkIDp2ZBUbk
 +
 +**Contract Basics-Product Tab part 1**
 +
 +https://youtu.be/yNafdAc1MUA
 +
 +**Contract Basics-Product Tab part 2**
 +
 +https://youtu.be/ipt53MLRoGQ
 +
 +**Contract Basics-Mass Update**
 +
 +https://youtu.be/vnYLhIN2Hs0
 +
 +**Contract Basics-Show purchases**
 +
 +https://youtu.be/TbjQ3gsatDQ
 +
 +**Contract Basics-Termination Info**
 +
 +https://youtu.be/IlI-sxfdOr4
 +
 +**Contract Basics-Back-out and Exclusions**
 +
 +https://youtu.be/vCm-t2-i5mo
 +
 +**Contract Basics-Accrual Reporting**
 +
 +Old Process- https://youtu.be/Sc5UTJVixHk
 +
 +New Process-  https://youtu.be/0Foqn7QRMLQ
 +
 +**Contract Basics-Action Buttons**
 +
 +https://youtu.be/OL6drECn4zw
 +
  
  
  
training_videos.1691064812.txt.gz · Last modified: 2023/08/03 12:13 by lisa.maloney

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