Table of Contents

Training Videos

See the attached videos for additional information.

Pending Reasons

Calculated Rate Zero

https://youtu.be/BPCERc01rlw

Contract Version Missing Sku

https://youtu.be/1Gn65VR2XD0

Event Date Mismatch

https://youtu.be/Hxy8-jaGPGk

Explicit Contract Rate Zero

https://youtu.be/j-uWEqMi27k

Growth Period Incomplete

https://youtu.be/rdv2rcIzpos

Ineligible Claimant or Ineligible Distributor

https://youtu.be/1mR24DUW95Q

Ineligible Event

https://youtu.be/urKf7QlcUJo

Ineligible Sku

https://youtu.be/eipDlihzb9Y

Missing Line Item Distributor

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