Telus TPM Documentation

This is an old revision of the document!

Autopay

In order to access the Autopay process in the system, your user role must include Admin Autopay. Only users with this role will have access to generate, review and approve the automated earnings. To access Autopay – it’s located in the Admin section of the menu.

Once you click on Autopay – your action buttons will be at the bottom of your screen.

Step 1 – run the Precheck Review

Click on Precheck Review and then hit the GENERATE button. This will generate your precheck report. This report consists of 6 tabs. PreCheck Explained, AutoPay Contracts, Contracts not Renewed, AutoPay Exclusions, Autopay Backouts and Sales Company Eligibility. The first tab just provides an explanation for the other tabs in the worksheet.

• AutoPay Contracts will have all of the contracts that are available to generate your earnings. Once you have confirmed that all contracts you expect to generate earnings are included on this tab, and that the payee for each is correct, you may proceed to the next tab.

• Contracts not Renewed shows you any AutoPay contracts in the system that were not renewed and therefore will not generate any earnings.

• Autopay Exclusions – if you are using Exclusions on any of your AutoPay contracts, the companies and products being excluded from the payments, and the percent of exclusion, will be shown here.

• Autopay Backouts – if you are using Backouts on any of your AutoPay contracts, the companies and products being backed out, and the percent of the backout, will show on this tab.

• Sales Company Eligibility – this tab helps to show you which companies are being included on contracts where your contractee is a Company Group. An example of this might be a buying Group like Unipro – this tab will show you who the system is recognizing as members of Unipro. Or if your contract is for a Broker Commission – this tab will show you all the distributors found to be linked to the broker that will be included in generating their earnings.

Once you have reviewed the whole spreadsheet and are confident that all of your contracts are included and accurate, you can proceed to Step 2. If you find any that are missing or that need to be updated prior to generating earnings, now is the time to do it. Amend/Renew or create the contracts that are missing and then you can rerun the Precheck report to make sure everything is accurate. Only proceed to Step 2 when you are sure all of your contracts are up to date and accurate.

Step 2 - Refresh Earnings

Click on Refresh Earnings and you will need to make a selection to run MONTHLY or QUARTERLY (or any other payment frequency you have set up). You may select more than one option by holding down the CTRL or SHIFT key while choosing your options.