Telus TPM Documentation
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Deduction Auto Match Settings and Rule Configuration
Deduction Settings The deduction settings allow for automatic matching of claims to deductions by modifying information in specified fields. The following options are available:
Field Modification Options
IMPORTANT: When using these settings, it is recommended that if you turn a setting on you do it for all three fields – Claim invoice, Deduction Hint, and Deduction Invoice
• Allow contains: This will look for matches between the three fields (deduction hint, deduction invoice, and claim invoice). This approach enhances match accuracy by identifying partial matches rather than requiring exact correspondence. Example: Deduction invoice 012345/P/0456, claim invoice 12345
• Match options: This is used for customers where the deduction customer names are different company id than what is used on the claims. Example: Deduction is the Plan to company id and the claims are at the Ship to company id.
• Stripping Alpha: Removes all alphabetic characters from the field.
• Stripping Characters: Removes any non-alphanumeric characters from the field.
• Stripping Zeros: Removes all leading zeros from the field.
Note: If a claim is already matched to a deduction, it will not be matched to another deduction.
Configurable Fields
1) Allow contains Match on comparison Fields
2) Match Claimant
a. Parent Grouping b. Buying Group
3) Match deduction
a. Parent Grouping b. Buying Grouping
4) Strip Alpha
a. Deduction Invoice b. Claim Invoice c. Deduction Hint
5) Strip Characters
a. Deduction Invoice b. Claim Invoice c. Deduction Hint
6) Strip Leading Zeros Deduction Invoice
a. Deduction Invoice b. Claim Invoice c. Deduction hint
Below are a few examples of what settings would need to be true for the below to auto match.
1) PFG NJ
a. Deduction customer name/id – PFG NJ 44444 b. Deduction Invoice num = 0168129/P/0410 c. Claimant Claim name/id = PFG New Jersey 12345 d. Claim Invoice num = 168129 e. Deduction Hint = (blank) f. **Recommendation**: The deduction invoice number contains extra information compared to the claim. The 0 in front and al the data after the 9. Also, the company ids are different. They are the same company but different levels in the distributor hierarchy. i. Strip leading zeros from Deduction invoice number ii. Strip characters from Deduction invoice number iii. Contains setting on iv. Match claimant to parent group and match deduction company to parent
2) Ben E Keith Edmond
a. Deduction customer name/id – BEK Edmond 787878 b. Deduction Invoice num = FOK6661029702-00 c. Claimant Claim name/id = BEK Edmond 787878 d. Claim Invoice num = 66610297 e. Deduction Hint = (blank) f. **Recommendation**: The deduction invoice numbers has extra alpha in the front and extra numbers and characters after the 7 i. Strip alpha from Deduction invoice number ii. Strip characters from Deduction invoice number iii. Contains setting on
3) Kroger
a. Deduction customer name/id = Kroger 22222 b. Deduction Invoice num = 0090222423-CM c. Claimant Claim name/id = Kroger 22222 d. Claim Invoice num = 90222423 e. Deduction Hint = (blank) f. **Recommendation**: The deduction invoice numbers has extra zeros in the front and an extra character and letters after the 3 i. Strip leading zeros from Deduction invoice number ii. Strip alpha from Deduction invoice number iii. Strip characters from Deduction invoice number iv. Contains setting on
4) Dot Foods
a. Deduction customer name/id = Dot Foods 12345 b. Deduction Invoice num = DEE8618076 c. Claimant Claim name/id = Sygma Denver Dot 87910 d. Claim Invoice num = 2024 KDM_215685 e. Deduction Hint = DEE-8618076 f. **Recommendation**: The deduction hint contains a character (-) but the invoice number does not. Strip leading zeros from Deduction invoice number i. Strip characters from Deduction hint ii. Deduction AGG will take care of the completely different company names so no setting needed for that part
