How the whole Deduction Process works.

Your ERP system most likely holds the information on all your open deductions with distributors. If you can send a file of all your open deductions, then the Deduction Module within TELUS can help clear some.

Here's why.

When you as the manufacturer set up deviated programs with operators, the distributor is the one who has to give the operator the case at a lower price they normally would. The distributor wants their money for that “billback” so they deduct it from an invoice you sent them when the distributor buys products.

Those “billbacks” get entered into TELUS so with the Deduction Module you'll be able to see an open deduction and also see what “billback” is involved to close the deduction.

DEDUCTION REBILL PROCESS

When a claim or portion of a claim is identified as invalid and actioned accordingly, the deduction status automatically moves to “Rebillable.” Our comprehensive TPM tool enables manufacturers to:

REBILL PROCESS RESPONSIBILITY

Once the deduction is labeled as rebillable or rebill sent, the responsibility of requesting repayment, tracking the rebill requests and following up is on the Manufacturer to manage.

CRITICAL RECOMMENDATION: ESTABLISH A CONSISTENT WORKFLOW

We strongly recommend that each manufacturer establishes and maintains a regular cadence for managing Rebillable and Rebill Sent deductions. Key considerations include:

Best Practice Implement a structured schedule for reviewing and following up on rebillable deductions to ensure optimal collection rates and maintain healthy cash flow.

CLIENT DEFINED FIELD SETUP REQUIRED

This setup is quick and easy to do within a matter of minutes.

Important: Administrative access to the Client Defined Field screen is required to complete this process. If you do not have the necessary permissions, please contact your designated Account Manager or internal TPM Super User to request field additions.

Instructions

  1. From the Navigation Pane click on AdminClient SetupClient Defined Fields
  2. To Add a new record, click the Add button on the bottom right of the screen.
  3. Enter in the Client Defined Field Name, Client Defined Field Type, Data Type and check Active and then Click Save.
  4. Once all Client Defined fields are saved, the Client Defined fields will be visible in the Deduction screen.

DEDUCTION REBILL LETTER SETUP

The deduction rebill letter can be configured within the application using manufacturer-approved legal verbiage. The system automatically populates the letter with relevant deduction information, claim recalculations, and rejection details, clearly explaining why the deduction is invalid. This automation makes it simple to download and send the letter to the appropriate parties.

The process is efficient and user-friendly—once the letter template is saved, it becomes available for any deduction with a Complete or Rebillable status, ensuring consistent and professional communication across all rebill activities.

Important: Administrative access to the Client Defined Field screen is required to complete this process. If you do not have the necessary permissions, please contact your designated Account Manager or internal TPM Super User to request field additions.

DEDUCTION REPAY LETTER DOWNLOAD

DEDUCTION REBILL REPORT

A comprehensive Rebill tracking report developed based on manufacturer feedback, the deduction rebill report addresses the need for efficient tracking of invalid deductions across all transactions. Our TPM tool generates a consolidated spreadsheet containing all rebillable deductions for streamlined distributor communication.

Why Use This Report:

This approach is highly recommended for distributor repayment requests, offering superior efficiency and clarity compared to traditional individual letter distribution.

HOW TO DOWNLOAD THE REPORT

HOW TO READ THE DEDUCTION REBILL REPORT

TPM REBILL REQUEST TRACKING UPDATES

COMPLETE - REBILLABLE / REBILL SENT REBILL REQUEST UPDATES

OPEN – REBILLABLE / REBILL SENT DEDUCTIONS

UPDATING REBILL COLLECTED DATA

UPDATING REPAID AMOUNTS (SINGULAR DEDUCTION)

UPDATING REPAID AMOUNTS (MULTIPLE DEDUCTIONS UNDER ONE CHECK)

Note: If the deduction cannot be found, it may have been closed in TPM after the repayment was applied, which would remove it from the 1050 deduction feed. See below for instructions on viewing closed deductions.

VIEWING CLOSED DEDUCTIONS

REBILL COLLECTED REPORTING

The Deduction Rebill Collected Report helps identify collections on rebillable deductions and track repayment success rates.

HOW TO RUN THE REPORT

1. From the navigation pane go to the ReportingDeductionRebill Collected Report

2. Apply Filters (Optional) You can run the report with no filters or use any combination of the following:

3. Click “Generate Report” to view the results

UNDERSTANDING THE REPORT RESULTS

Summary Tab

Provides high-level collection data including:

Detail Tab

Contains comprehensive information for each deduction:

Important Notes

Data Population Requirements:

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.